HubSpot Support For The Financial Services Industry | Forbidden

Loading....

Sector issues

Top Challenges of
Financial Services

Managing Complex Customer Data

Struggling to centralise fragmented customer data.

Navigating Regulatory Compliance

Staying on top of changing financial regulations.

Delivering Personalised Experiences

Tailoring services for diverse customer needs.

Optimising Lead Generation

Difficulty attracting and converting qualified leads.

Client Retention & Loyalty

Keeping clients satisfied and loyal long-term.

Manual Processes & Inefficiencies

Wasting time on repetitive, manual tasks.

Fragmented Sales & Marketing Channels

Siloed systems hamper customer journey visibility.

How can HubSpot Help?

How HubSpot Solves
Key Challenges for Financial Services

Centralised CRM for Data Control

HubSpot keeps all customer data in one place.
Robust Compliance & Security

Built-in tools to maintain security and compliance.
Automated Lead Scoring Setup

Automate lead follow-up with personalised workflows.
Tailored Customer Journeys

Deliver custom experiences across all touchpoints.
Efficient Client Service Tools

Automate support tickets, chatbots, and responses.
Powerful Process Automation

Streamline repetitive tasks and save valuable time.
Integrated Marketing & Sales Tools

Align sales and marketing for seamless experiences.

Seamless Business Integrations

Top HubSpot Tools
for Financial Services

Customisable CRM Properties

Tailor CRM fields to track financial data like portfolios, assets, and liabilities.
Segment clients based on financial profiles for targeted communication.
Use custom views to streamline team workflows and enhance client insights.

Lead Scoring & Segmentation

Prioritise leads based on their likelihood to convert with advanced scoring.
Create dynamic segments to nurture leads at different stages of their journey.
Track engagement metrics to adjust lead scoring and improve conversions.

Marketing Automation Workflows

Automate personalised emails and follow-ups for consistent client communication.
Set up trigger-based workflows to deliver content at the right time.
Save time with automated processes that nurture leads and clients without manual input.

Pipeline Management for Financial Advisors

Customise pipelines for different financial services such as loans, investments, or mortgages.
Visualise client progress and move them through the pipeline with ease.
Use detailed reporting to monitor conversion rates and optimise sales strategies.

Reporting Dashboards for Financial Metrics

Create real-time dashboards to track critical financial KPIs like ROI and client acquisition.
Use customisable reports to analyse campaign performance and sales trends.
Share key insights across teams with collaborative reporting features.

Client Service Automation (Service Hub)

Automate client service tickets to streamline response times and resolve issues quicker.
Use knowledge base features to provide clients with self-service solutions.
Set up automated workflows to assign tickets based on issue priority or client status.

Customisable Forms & Landing Pages

Design branded forms to capture leads, collect financial data, and qualify prospects.
Optimise landing pages to boost conversions with clear calls to action.
Use A/B testing to refine forms and landing pages for maximum effectiveness.

Case studies

Success Stories

Better.co.uk

HubSpot Consultancy
- FinTech
Enhancing efficiency and visibility for CRM, Automation, Sales, Service, and Reporting.
Open Study College

HubSpot Consultancy
- Education
Long-term consultancy project to transform use of HubSpot, rebuilding to be fit-for-purpose.
Up Learn

HubSpot Consultancy
- Education
Marketing Enterprise and Sales Professional Implementation for this scale-up logistics brand.
Culture AI

HubSpot Consultancy
- Cyber
Complete rebuild of HubSpot, taking it from 'unusable' to the key growth engine in the business.