HubSpot Support For The Financial Services Industry | Forbidden

Sector issues

Biggest challenges within
Financial Services

Managing client data

Logging information across different systems makes it difficult to get a full view of every client.

Keeping up with compliance

Changing regulations add complexity and risk without the right system in place.

Delivering personalised services

Without streamlined processes, tailoring services to individual client needs is inefficient.

Finding and converting leads

Without automation, attracting the right prospects and turning them into clients takes too much time.

Maintaining client relationships

Lack of structured follow-ups makes it harder to keep clients engaged and coming back.

Time-consuming manual processes

Inefficient workflows slow down operations, costing time and productivity.

Disconnected sales & marketing

Inefficient workflows slow down operations, costing time and productivity.a

How can HubSpot Help?

HubSpot's solutions
to your problems

Complete control over client data

Keep every client conversation, document and detail in one organised, easy-to-use system.
Built-in security and compliance

Ensure regulatory compliance with secure data management and automated tracking.
Automated lead follow up

Convert more prospects with personalised follow-ups and smart automation.
Personalised client experiences

Deliver custom interactions across every stage of the customer journey.
Smarter client support

Use automation to handle tickets, chatbots and responses, keeping service fast and consistent.
Process automation for efficiency

Eliminate repetitive admin tasks and free up time for important client work.
Integrated sales & marketing tools

Connect teams with shared tools and analytics to create a better customer journey.

Seamless Business Integrations

Top HubSpot Tools
for Financial Services

Customisable CRM fields for financial data

Track financial details like portfolios, assets and liabilities on one platform.
Segment clients based on their data for a more personalised service.
Customise views to simplify workflows and improve reporting.

Lead scoring & segmentation

Identify and prioritise leads using advanced scoring models.
Automatically segment clients based on their engagement and financial profile.
Track lead interactions to refine and improve conversion rates.

Automated marketing and client nurturing

Send personalised emails and follow-ups at the right time.
Set up automation triggers to deliver relevant content.
Save time with hands-off lead nurturing and ongoing client engagement.

Pipeline management for financial services

Customise pipelines for loans, investments and other financial planning.
Track every stage of the client journey and keep deals moving along.
Monitor conversion rates and adjust sales strategies in real time.a

Reporting dashboards for key financial metrics

Track critical KPIs like ROI, client acquisition and revenue performance.
Customise dashboards to analyse marketing and sales in one place.
Share key information across teams to support data-driven decisions.

Automated client service and support

Streamline customer support with automated ticketing and self-service options.
Assign requests based on priority for faster resolutions.
Use workflows to ensure every client enquiry is being handled efficiently.

Custom forms and landing pages

Capture client details with branded, finance-specific forms.
Design high-converting landing pages with clear calls to action.
Run A/B tests to optimise forms and increase conversion rates.

Case studies

Success Stories

Better.co.uk

HubSpot Consultancy
- FinTech
Automating sales workflows and improving pipeline management helped Better save £20k in admin costs and speed up deal conversions.
Open Study College

HubSpot Consultancy
- Education
A streamlined CRM and automation setup gave Open Study College better sales efficiency and clearer marketing insights.
Culture AI

HubSpot Consultancy
- Cyber
Rebuilding the HubSpot portal improved data accuracy and reporting and enabled more effective collaboration between the teams.
Up Learn

HubSpot Consultancy
- Education
Resetting the foundations improved data, reporting and the visibility needed for sustainable, scalable growth.
7Demand

Branding
- Agency
A strong brand presence helped 7Demand attract global clients and stand out in a crowded market.
Divide & Conquer

Branding
- Agency
A bold new brand positioned Divide & Conquer as a leader in the competitive fractional marketing space.
Cognisys

Branding
- Cyber
Refining their positioning gave Cognisys greater visibility and opened the door to new business opportunities.
Genesis

Branding
- Cyber
A refreshed brand identity helped Genesis establish a stronger, more credible presence in the industry.