Generate Capital

Overview

Generate Capital, a prominent financial institution and funding firm, partnered with Brazen Group to implement a robust CRM-driven onboarding solution. The goal was to digitize and streamline the customer acquisition process for individual, joint, and corporate clients—while ensuring seamless integration with their CRM, financial, and banking systems.

Problem Statement

Outdated, manual onboarding processes
Multiple customer types with fragmented workflows
Lack of real-time CRM and system integration
Inefficiencies in customer screening and registration
High acquisition cost and employee workload

Solution

Brazen Group developed an integrated solution leveraging Formstack as the core platform. The implementation covered the Data, Integration, Application, Presentation, and Access layers—ensuring a unified, digital onboarding process that connects seamlessly with internal systems.

Outcomes

The solution delivered measurable improvements across customer acquisition and operational efficiency. Generate Capital achieved faster onboarding, improved data accuracy, and reduced costs—while boosting staff productivity, customer satisfaction, and retention.