Generate Capital
Transforming customer onboarding through CRM-driven digitization
Generate Capital, a prominent US-based 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.
The Challenge
Outdated, manual onboarding processes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 costs and increased employee workload
Our Solution
Brazen Group developed an integrated solution leveraging Formstack as the core platform. The implementation spanned the Data, Integration, Application, Presentation, and Access layers, ensuring a unified and fully digital onboarding experience that connects seamlessly with internal CRM, financial, and banking systems.
Data Layer
Centralized data management ensuring accuracy and consistency across all customer touchpoints
Integration Layer
Seamless connectivity between CRM, financial systems, and banking platforms
Application Layer
Formstack-powered onboarding workflows for individual, joint, and corporate clients
Solution Architecture
Enterprise CRM-driven onboarding infrastructure spanning Data, Integration, Application, Presentation, and Access layers
Results & Impact
The solution delivered measurable improvements across customer acquisition and operational efficiency. Generate Capital achieved faster onboarding, improved data accuracy, and reduced operational costs—while significantly boosting staff productivity, customer satisfaction, and retention.
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