Funding firm · Digital onboarding
Generate Capital
- Faster Customer Onboarding
- Streamlined Registration & Screening
- Improved Data Accuracy
- Increased Staff Productivity
Investment CRM
Salesforce and Client Onboarding for Investment & Funding Firms
Onboard individuals, joint applicants and companies through one digital flow, connected in real time to your CRM, financial and banking systems. Generate Capital runs CRM-driven onboarding 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 Investment Firms Choose Salesforce with Brazen Group
One flow for every client type
Individual, joint and corporate clients, each with the right checks.
Real-time integration
Client data reaches CRM, financial and banking systems as soon as it’s captured.
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 client onboarding
Replace manual registration with one digital path, with screening built in.
Read the Generate Capital case studyCapabilities
- Onboarding flows for individual, joint and corporate clients
- Document collection and e-signature
- Screening steps before approval
- Status visible to clients and staff
Controls
- Required checks completed before a client is approved
- A full record of every onboarding step
Relationships and deal flow
Track investors, borrowers, projects and partners, and every interaction with them.
Talk to us about deal flowCapabilities
- Accounts, contacts and relationships in one CRM
- Deal and funding pipeline by stage
- Meeting notes, emails and documents on each record
- Dashboards on pipeline and commitments
Controls
- Access by role and team
- Field history on key terms
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 investment firms
Spend less time on paperwork and more on relationships.
See the Claudeforce AssessmentCapabilities
- Claude summarizes client files and drafts updates for your team to review
- Ask for pipeline, commitments or onboarding times in plain language
- Agentforce agents that answer routine client questions
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 Investment Firms Use
One customer record, shared by your teams and the portals your customers use.
- Sales 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 Generate Capital.
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 clients are onboarded and deals are tracked 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 Investment Firms FAQ
What did Brazen Group build for Generate Capital?
An integrated onboarding solution built on Formstack, spanning the data, integration, application, presentation and access layers and connecting to the firm’s CRM, financial and banking systems. The case study reports faster onboarding and streamlined registration and screening.
Can it handle corporate clients as well as individuals?
Yes. The Generate Capital solution covers individual, joint and corporate clients.
Is sensitive client data protected?
Salesforce provides roles, field-level security and Shield for encryption and audit history. We design access and data flows with your compliance team, who stay responsible for regulatory decisions.
Where does AI fit for investment firms?
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 investment firms start with one team or program and expand in phases.
