Hatch is now live on the HubSpot app marketplace
Our Hatch integration, built to connect intelliflo Office and HubSpot for financial advice firms, is now officially listed on the HubSpot App Marketplace.
How to build and maintain a compliant CRM in a law firm
Build and maintain a compliant CRM for your law firm with role-based access, audit trails, retention rules and adoption built in from day one.
Why law firms need a single client record, and how CRM delivers it
How CRM helps law firms bring client data into one secure record, reducing compliance risk and improving visibility across the firm.
#68 - Beyond the CRM: How Data Drives Value Creation in Private Equity
Discover why commercial data, CRM and AI are becoming essential to value creation in private equity-backed businesses and sustainable organic growth.
#67 - Human Impact & Relationship Intelligence
Discover why relationship intelligence, quality CRM data and AI-ready processes will shape stronger customer relationships and better business outcomes.
#66 - Turning GDPR and Data Privacy into a Growth Engine
Discover how regulated firms can turn GDPR and data privacy into a growth advantage with practical HubSpot insights from Fae Gilfillan.
#65 - Making PR Work Harder in Professional Services
How professional services firms can turn PR into a measurable growth channel using data, content, and smarter attribution.
#64 - Navigating Sensitive Data & AI Governance in Regulated Industries
Jon Pittham is joined by Hank Lander, Group Product Manager at HubSpot, to discuss sensitive data management and AI governance in regulated industries.
Improving CRM adoption in law firms: Practical ways to get Fee Earners using your system
Practical ways law firms can improve CRM adoption, get fee earners engaged, strengthen BD visibility and build a system that supports consistent client management.
Why financial services firms struggle to trust their CRM reporting
CRM reporting in financial services often fails due to siloed data and behaviour, not broken tech. Learn what causes it and how leaders fix it.
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