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HubSpot for the financial services sector

We understand financial services - let's call it KYC! 

With one eye on Consumer Duty, delivering an exceptional customer experience and growing a regulated business, is not always straightforward.

With its specialised suite of tools tailored for the financial services sector, HubSpot will help improve performance and grow your business.

Making the most of opportunities in financial services  

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Integrations

Ensuring your tech stack is connected to work with a single source of truth.

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Governance

From GDPR to FCA regulations, we know that governance and risk management cannot be overlooked.

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Digital experience

HubSpot’s advanced tools and support help you meet increasingly digital client expectations.

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Transforming operations

Utilising digital and AI to reduce costs whilst reaching new clients and build better relationships with customers.

Leveraging HubSpot in Financial Services

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Data driven insight

Leverage data to uncover valuable customer insights, creating opportunity and informing decision making.

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Marketing performance

Leverage HubSpot’s powerful marketing tools to enhance campaign effectiveness, track performance metrics in real-time and optimise strategies.

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Customer acquisition

Streamline sales processes, track leads and deals and automate repetitive tasks, allowing your team to focus on closing deals and building stronger client relationships.

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Utilise AI tools

Harness AI-driven tools to automate routine tasks, analyse large datasets for valuable insights, and personalise client interactions at scale, driving efficiency and enhancing the overall client experience.

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Consumer Duty

Use advanced customer segmentation and communication tools. Segment clients based on specific criteria to deliver tailored communications, ensuring transparency and clarity.

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Customer support

Utilise AI Chatbots, ticket desk, customer self serve and portals. Whatever your requirements, we'll set you up for customer success on the HubSpot platform.

A top 20 HubSpot EMEA partner

As a diamond HubSpot partner, top 20 in HubSpot’s EMEA ranking, we specialise in customising HubSpot's capabilities to streamline operations, deepen client engagement and drive growth.

From fintech through to banks, advisers and insurance companies, we understand your world. We'll ensure HubSpot's set up to solve your challenges and create opportunities for success.

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The HubSpot tools revolutionising the financial service industry

From lead qualification to establishing and nurturing strong client relationships, the nature of financial services requires you to be exceptional at many tasks.

By connecting disparate systems, creating a single source of truth and streamlining processes for growth, HubSpot enables your business to thrive.

HubSpot for financial services

From staying compliant amidst evolving regulations through to practical application of automation for business growth, HubSpot is at the forefront of digital enablement.

Here’s a closer look at the core components.

Navigating regulatory compliance

Staying compliant with the Financial Conduct Authority (FCA) and other regulatory bodies is non-negotiable. Our experts ensure that your HubSpot setup aligns with industry regulations, safeguarding your institution's integrity while optimising processes.

Integrations

Compliance systems are vital for UK financial services firms, serving as the bedrock for regulatory adherence, risk mitigation, and maintaining trust. We can integrate your processes with HubSpot to ensure you have a hassle free single source of truth, whilst being able to capitalise on HubSpot's capabilities.

Personalised client engagement

Build strong, lasting relationships with clients through personalised experiences. HubSpot's tools enable targeted communication, segmentation, and content strategies tailored to your clients' financial needs and preferences.

Efficiency through automation

Save time and resources by automating repetitive tasks. HubSpot's automation features streamline workflows, from lead management to client follow-ups, ensuring a more efficient operation for your financial services.

Robust analytics for informed decisions

Make data-driven decisions with HubSpot's powerful analytics. Gain insights into client behaviours, marketing performance, and sales pipelines, empowering your team to refine strategies for optimal results.

Scalable and secure solutions

Whether you're a growing firm or an established institution, HubSpot offers scalable solutions that adapt to your evolving needs. Robust security measures ensure compliance and protect sensitive financial information.

Comprehensive support and training

Count on our dedicated support and training resources to help your team leverage HubSpot effectively.

From implementation to ongoing guidance, we're committed to ensuring your success in the financial services realm.

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Karman and HubSpot,
the real difference...

With this intuitive suite of tools, your business can better align your revenue generating teams, boost lead conversions, deliver a more efficient experience for customers and generally scale your business to unseen heights.

To fully harness these advantages, you’ll need a helping hand…

Karman is an award winning HubSpot agency. As a top 20 diamond partner in the EMEA, we create real impact for professional service clients with a tried and tested approach.

Want to learn more?

Book a meeting today or please leave a message and we will be in touch.

Find out more