Retail and corporate banking · Digital onboarding
Major Caribbean Bank
- 80% Faster Onboarding
- Simplified Registration
- Higher Staff Productivity
- Lower Acquisition Cost
Financial Services CRM
Salesforce for Financial Services
Open accounts faster, quote with confidence and keep one accurate view of every client, connected to the core systems that hold the money. 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 Financial Institutions Choose Brazen Group
80% faster onboarding
Reported by a major Caribbean bank, with a five-fold rise in customer satisfaction.
Pricing that’s always right
CRM-integrated CPQ for SunnyHill Financial, with fewer manual tasks and faster deals.
Connected to core systems
Client data captured once and passed to CRM, banking and financial systems.
Security designed in
Roles, field-level security and Salesforce Shield, designed with your compliance team.
Digital onboarding
Replace paper forms and re-keying with one online journey for individual, joint and corporate clients, with screening built in.
Read the Caribbean bank case studyCapabilities
- Online applications for individual, joint and corporate clients
- Document upload and e-signature
- Screening and approval steps before an account opens
- Status tracking for clients and staff
Controls
- Required checks completed before a client is approved
- A full record of every application step
Configure, price, quote (CPQ)
Turn products and pricing rules into accurate quotes in a few clicks, inside the CRM.
Read the SunnyHill Financial case studyCapabilities
- Product configuration and pricing rules with Kugamon CPQ
- Quotes generated as branded documents
- Approval steps for rates outside policy
- Quote history on every opportunity
Controls
- Pricing changes made in one place
- Discounts beyond policy need approval
One view of every client
See accounts, products, applications and service history together, so every conversation starts informed.
Talk to us about client 360Capabilities
- Client 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, team and branch
- Duplicate checks when clients 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.
Talk to us about integrationCapabilities
- 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 with guardrails
Help staff serve clients faster, with AI that follows your policies and permissions.
See the Claudeforce AssessmentCapabilities
- Agentforce agents that answer routine client questions and hand off to staff
- Claude summarizes applications and client files and drafts replies 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 Financial Institutions Use
One customer record, shared by your teams and the portals your customers use.
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Experience Cloud
- Shield
- Kugamon CPQ
- 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 and Generate Capital.
Salesforce Projects We’ve Delivered
Real client work, with the results each case study reports.
Lending and mortgage · Kugamon CPQ
SunnyHill Financial
- Reduced Manual Tasks
- Faster Deal Cycles
- Improved Accuracy
- Competitive Pricing
Funding firm · Digital onboarding
Generate Capital
- Faster Customer Onboarding
- Streamlined Registration & Screening
- Improved Data Accuracy
- Increased Staff Productivity
Clients we work with
Salesforce
Salesforce
Salesforce
Financial Services Businesses We Work With
See Salesforce Working for Your Team
Tell us how clients are onboarded, quoted and served 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 Financial Services FAQ
What results have Brazen Group’s financial clients seen?
A major Caribbean bank reports 80% faster onboarding and a five-fold rise in customer satisfaction. SunnyHill Financial reports fewer manual tasks and faster deal cycles with CRM-integrated CPQ, and Generate Capital reports faster onboarding and streamlined registration and screening.
Can onboarding connect to our 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 financial services?
Salesforce provides roles, field-level security and Shield for encryption, event monitoring and field audit history. We design data flows and permissions with your security and compliance teams, who stay responsible for regulatory decisions.
Where does AI fit for financial institutions?
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 financial institutions start with one team or program and expand in phases.
