Transforming how banks and financial service providers build trust, retain customers, and drive growth.
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HubSpot for Financial Services
See the Success of Financial Service Teams on HubSpot
In today’s highly-regulated financial landscape, compliance and customer trust are big keys to success. HubSpot’s AI-powered ecosystem empowers financial teams to streamline operations, strengthen client relationships, and drive growth.
🌟 12 Month Milestone Stats 🌟
Just one year after getting started on the HubSpot platform, banking and financial services teams the world over are experiencing profound results that have transformed their organizations:
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Seamless Integrations for Smarter Financial Operations
HubSpot’s integration power with essential FinTech tools enables banking and finance teams to expertly operate with no friction. By connecting key software for accounting, invoicing, and CRM, teams can optimize workflows, maintain data accuracy, and strengthen client relationships.
Syncing QuickBooks Online with HubSpot auto-syncs invoices, contacts, and products, offering a full view of customer financial data in your CRM.
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Integrating Xero with HubSpot allows for seamless transfer of financial information, streamlining accounting processes and ensuring accurate financial records.
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Connecting Invoice Stack with HubSpot enables easy invoice creation and management within the CRM, reducing admin tasks and improving cash flow management.
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Integrating Skyvia with HubSpot provides seamless, secure data syncing across cloud apps and databases, ensuring information maintains accuracy, consistency, and integrity.
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Syncing NetSuite with HubSpot provides a unified view of customer interactions and financial data, enhancing decision-making and customer relationship management.
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Integrating Salesforce with HubSpot allows financial teams to align their outreach efforts and maintain a complete, up-to-date view of every customer journey.
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The Ultimate Ecosystem for the Financial Sector
In banking and financial services, success means earning trust, building client connections, and ensuring secure interactions. HubSpot’s platform helps you nurture relationships and streamline tasks, with compliance and security front and center.
What HubSpot can deliver:
- Streamlined Compliance Tracking HubSpot’s automated workflows and CRM record-keeping simplify compliance tracking, reducing regulatory risks.
- Personalized Client Experiences HubSpot’s CRM and Marketing Hub help banks deliver tailored, data-driven experiences with automated campaigns and segmentation.
- Modernized Digital Engagement HubSpot’s CMS Hub enables secure, responsive websites and portals, enhancing mobile banking experiences to meet modern user expectations.
- Enhanced Customer Loyalty HubSpot’s Service Hub supports retention with surveys, personalized support, and CRM-integrated service requests, fostering strong relationships.
Invaluable Data Visibility With HubSpot Reporting
In the finance world, knowing your customers and tracking performance is key to staying ahead. HubSpot’s reporting tools give you fully customizable real-time insights, making it easier to make smart, growth-focused decisions.
Pipeline Management
Track the status of deals, loans, or financial products in the pipeline, and ensure your team is focusing on the most promising opportunities.
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Client Engagement Reports
Understand which products and services are driving the most interest and engagement, allowing you to refine your marketing and sales efforts.
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Revenue Attribution
Know exactly which campaigns and touchpoints are driving new accounts, loans, or services, so you can optimize your strategy and focus on the most profitable areas.
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Secure Data Capture
- Capture sensitive client data with encrypted forms
- Ensure security for every client interaction
- Meet rigorous data privacy standards
- Build trust through secure data handling
Encrypted Comms
- Send emails that meet encryption standards
- Keep customer details private and secure
- Protect sensitive info in all communications
- Safeguard client trust with encrypted outreach
GDPR Compliance
- Manage data securely with GDPR-compliant tools
- Handle personal data with customer consent
- Simplify compliance with privacy regulations
- Protect client data under GDPR standards
Fully Secure & Compliant Interactions
Security and privacy are non-negotiable in financial services, and HubSpot’s industry-leading protocols ensure client data stays protected and GDPR-compliant. HubSpot’s commitment to secure interactions helps reinforce client trust, giving financial providers the confidence to retain strong customer relationships.
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