Retail and corporate banking · Digital onboarding
Major Caribbean Bank
- 80% Faster Onboarding
- Simplified Registration
- Higher Staff Productivity
- Lower Acquisition Cost
Banking CRM
Salesforce and Digital Onboarding for Banks
Open accounts in days instead of weeks, keep one accurate view of every customer and connect it all to core banking. A major Caribbean bank onboards 80% faster with Brazen Group.
- AppExchange rating
- 5.0
- AppExchange rating
- Salesforce certifications
- 100+
- Salesforce certifications
- as a Salesforce Partner
- 10 Years
- as a Salesforce Partner
Why Banks Choose Salesforce with Brazen Group
80% faster onboarding
The result a major Caribbean bank reports, with a five-fold rise in customer satisfaction.
Connected to core banking
Customer data captured once and passed to CRM, banking and financial systems.
AI with guardrails
Agentforce and Claude on your Salesforce data, scoped in a fixed-price Claudeforce Assessment.
A 5.0-rated Salesforce partner
100+ Salesforce certifications and 10 years as a Salesforce Partner, rated 5.0 on AppExchange.
Digital account opening
Replace paper forms and re-keying with one online journey for individual, joint and corporate customers.
Read the Caribbean bank case studyCapabilities
- Online applications for individual, joint and corporate accounts
- Document upload and e-signature
- Screening and approval steps built in
- Status tracking for customers and staff
Controls
- Required checks completed before an account is approved
- A full record of every application step
One view of every customer
See accounts, products, applications and service history together, so every conversation starts informed.
Talk to us about customer 360Capabilities
- Customer and household records with related accounts
- Relationship managers’ pipelines and tasks
- Service requests tracked as cases
- Salesforce Financial Services Cloud where it fits
Controls
- Access by role and branch
- Duplicate checks when customers are created
Integration with core and financial systems
Connect Salesforce to the systems that hold the money, so data is entered once and stays accurate.
See Salesforce for financial servicesCapabilities
- Integration with core banking, CRM and financial systems
- Real-time or scheduled sync through APIs or Jitterbit
- Data quality rules at the point of entry
- Monitoring and alerts on integration errors
Controls
- Sensitive data encrypted with Salesforce Shield where required
- Every integration change tested in a sandbox first
AI and innovation for banks
Help staff serve customers faster, with AI that follows your policies.
See the Claudeforce AssessmentCapabilities
- Agentforce agents that answer routine customer questions and hand off to staff
- Claude drafts customer replies and summarizes applications for staff to review
- Dashboards on applications, approval times and drop-offs
Controls
- A person reviews anything AI drafts before it goes out
- Built on your existing Salesforce permissions
Implementation and long-term support
Start with the processes that matter most and grow from there. We plan the rollout with you, migrate and connect your data, train your team and stay on for support, as we have for Sologistics.
See Salesforce implementation servicesCapabilities
- Discovery workshops that map your real processes
- Configuration first, custom development only where it pays off
- Data migration and integration through APIs or Jitterbit
- Training, adoption support and ongoing optimization
Controls
- Sandboxes and testing before anything reaches production
- Admin training and documentation at hand-over
The Salesforce Tools Banks Use
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Experience Cloud
- Shield
- Flow
- Formstack
Connected with
Odoo
Connect Salesforce to Odoo when the ERP runs there, so teams see orders, stock and invoices.
Claude
Ask your Salesforce data questions in plain language, with Claude connected to your org.
Formstack
Digital forms and document capture for onboarding, as for the Caribbean bank.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Clients we work with
Salesforce
Related Industries
See Salesforce Working for Your Team
Tell us how customers open accounts and how teams serve them today. We’ll show you how it would work in Salesforce, and what it takes to get there.
- A walkthrough built around your programs, customers and processes
- An honest view of scope, phases and timeline
- Answers from certified Salesforce consultants
Talk to a Brazen Group expert
Share your details and we'll get back to you about your Salesforce, AI, or ERP goals.
Salesforce for Banks FAQ
What results did the Caribbean bank see?
According to the case study, onboarding became 80% faster and customer satisfaction rose five-fold, with better data quality and less manual work.
Can onboarding connect to our existing core banking system?
Yes. The Caribbean bank solution integrated across data, applications, presentation and access layers, connecting to the bank’s CRM, banking and financial systems.
Is Salesforce secure enough for a bank?
Salesforce provides roles, field-level security and Shield for encryption, event monitoring and field audit history. We design roles, permissions and data flows with your security and compliance teams, who stay responsible for regulatory decisions.
Where does AI fit for banks?
Agentforce agents can answer routine questions and route work inside Salesforce, and Claude can summarize records and draft replies over your Salesforce data, with a person reviewing before anything goes out. Our fixed-price Claudeforce Assessment shows where it would help your team first.
How long does a Salesforce implementation take?
It depends on how many teams, processes and integrations are in scope and how much data you are moving. We agree the scope and timeline with you after a short discovery, and many banks start with one team or program and expand in phases.
