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HubSpot for fintech

You drive fintech forward. We make HubSpot keep up.

Moving fast is what fintechs do best — but speed demands systems that measure up.

We make sure HubSpot does more than keep pace: it drives faster acquisition, smarter onboarding and better retention, all while keeping your data secure and compliant.

How HubSpot drives fintech success

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Smart data use

Turn your raw data into strategic intelligence and reveal hidden patterns that help you acquire customers faster, and for longer.
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Real-time performance tracking

With custom dashboards, you can track compliance metrics, acquisition costs and customer lifetime value across every product line.

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Accelerated acquisition

We design targeted campaigns that attract qualified financial prospects and convert them through trust-led, compliant journeys.
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Increased retention

Segmenting users and personalising journeys helps you deliver the right messages — and keep customers coming back for services they trust and value.

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Faster sales

We automate workflows and internal processes — speeding up response times, tightening pipelines and helping you close high-value deals faster.
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Improved customer care

Support users with proactive, fast and frictionless experiences across channels — making it easy for customers to transact, invest and grow with you.

A top 20 HubSpot EMEA partner with fintech expertise

As a diamond HubSpot partner, top 20 in HubSpot’s EMEA ranking, we specialise in customising HubSpot's capabilities to power customer acquisition and retention at scale.

With extensive experience in the sector, our consultative and agile approach ensures we understand your products, your regulatory environment and your growth targets.

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Overcome any fintech challenge

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Compliance pressures

HubSpot’s cloud infrastructure delivers enterprise-grade security and GDPR compliance - keeping you safe and resilient, whether you're onboarding hundreds or millions of users.

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Fragmented systems

We integrate your CRM with internal systems and external touchpoints for unified data management. You'll get a complete view of your operations to drive better decisions and faster growth.

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Manual processes

With HubSpot’s automation tools, your time-to-market is cut down significantly — freeing your team to focus on innovation, growth and delivering the value only your teams can offer.

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Rapid scaling

HubSpot’s automation and CRM features help you grow fast without losing operational control. From onboarding to customer engagement, your processes stay efficient and compliant — even as your users multiply.

Our work in this area

Allica Bank

Allica Bank adopted HubSpot as their primary CRM in pursuit of a scalable solution that enabled marketing automation and customer service functionalities, however, they quickly discovered certain limitations.
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Allica Bank

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Allica Bank adopted HubSpot as their primary CRM in pursuit of a scalable solution that enabled marketing automation and customer service functionalities, however, they quickly discovered certain limitations.
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The Mission

Getting under the skin of the business, advising how to improve their usage of HubSpot and deliver a roadmap to where they want to be.
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The Project

The core project centred HubSpot consultancy, designed to support better decision-making and more effective delivery of business activity.
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The Result

Our HubSpot consultancy work enabled Allica Bank to effectively visualise their evolution and plan for the expansion of HubSpot across the business.

Unlocking success requires seamless collaboration

Through our close collaboration, Allica Bank was able to evolve HubSpot to be their source of truth for data and are now fully embedded and growing with the platform.
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Unified systems, unmatched efficiency

Without smart integration, valuable data stays locked in silos. Our HubSpot specialists connect your core platforms to HubSpot, creating a single source of truth.

Payments, underwriting, onboarding — everything can flow seamlessly toward a unified customer and operational view.

Better customer insights, quicker response times and more efficient operations - with Karman Digital, your HubSpot becomes the hub for smarter, faster and more agile fintech growth.

It's all about user adoption

To maximise the value of HubSpot, we make your platform as simple and intuitive as possible. We tailor the UI to fit the specific needs of each user group — because in fintech, one size never fits all.

From implementation to ongoing support, we help ensure that platform adoption and user experience remain at the heart of every customer interaction, enabling you to deliver better service across the board.

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Karman and HubSpot,
unlocking growth

We'll unlock your growth potential by combining business development, digital marketing and CRM capabilities with expert strategic guidance. HubSpot’s tools for client management, marketing automation and data analytics enhance client attraction and retention. 

This collaboration enables us to help you drive sustainable growth, competitive advantage and better client outcomes.

Want to learn more?

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

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