Integrations & API
Migration & Implementation
IFA
Building a compliant marketing and data ecosystem for scalable growth
Two-way CRM ↔ compliance platform integration live, foundational reporting in place, and automation-ready data model delivered
Financial Services
The impact
2
Way integration: CRM ↔ Compliance Platform
Core contact and ownership data now flows automatically between systems, replacing manual exports and enabling accurate segmentation.
1
Shared View
For the first time, marketing & advisory teams can access live communication and engagement data within a single CRM environment.
5+
Core Automations
From newsletter sign-up workflows to “not the right time” follow-ups, automated engagement is now consistent and trackable.
123%
Statistic headline
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Project overview
Financial Services (IFA)
A growing IFA firm sought to modernise its marketing and compliance operations by connecting its two most critical systems, the compliance platform (Intelligent Office) and HubSpot.
Karman Digital was engaged to deliver a custom Hatch integration that would automate data sharing between platforms, ensuring regulated client information, ownership, and activity records stayed synchronised across both systems.
The project created a secure, compliant foundation for marketing activity, enabling accurate segmentation, automated communications, and leadership-level visibility through live reporting. This new connected infrastructure has become the backbone of the firm’s future marketing strategy and operational scalability.
The challenge
Before the project, the firm’s systems were completely disconnected. The compliance platform (Intelligent Office) and the previous CRM operated in isolation, forcing the marketing team to rely on manual data exports and spreadsheets to manage communications.
This created several barriers:
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Data duplication and inconsistency between platforms
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Advisors had no real-time visibility of client engagement
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Manual list building slowed campaign delivery and increased compliance risk
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Reporting lacked accuracy, making it difficult to measure channel performance or ROI
Without a unified data model, the marketing team couldn’t scale campaigns or confidently track client activity, limiting both growth and efficiency.
Services provided
HubSpot Smart CRM core setup: Marketing Pro / Content Hub
Reporting & Attribution Framework
Automation & Enablement
HubSpot Smart CRM core setup: Marketing Pro / Content Hub
HubSpot Smart CRM core setup: Marketing Pro / Content Hub
Karman implemented HubSpot as their new central marketing CRM, replacing disconnected spreadsheets and manual list builds. This included:
- Creating a compliant account structure aligned with the firm’s regulatory environment
- Defining user roles and permissions for marketing, management, and advisory visibility
- Configuring tracking codes, connected inboxes, and calendar sync for accurate engagement tracking
- Designing branded, accessible email templates for consistent client communication
- Establishing segmentation rules and contact properties to support compliant marketing
The goal
To create a central, compliant CRM foundation capable of managing client communications, segmentation, and campaign delivery at scale.
The outcome
The CRM launched with a complete data framework and permission hierarchy tailored to their regulatory needs. Teams can now run targeted email campaigns without manual list creation, with clear oversight of delivery and engagement. Early campaigns demonstrated stable deliverability and improved presentation quality.
The new CRM eliminated administrative bottlenecks, allowing the marketing team to operate independently and freeing up hours previously spent maintaining spreadsheets and reconciling client data manually.
Reporting & Attribution Framework
Reporting & Attribution Framework
To give the leadership team visibility of marketing performance, Karman designed a custom reporting suite within HubSpot featuring:
- A leadership dashboard tracking acquisition metrics and campaign performance
- Contact-level attribution reporting linking new enquiries and interactions to marketing channels
- Segmented data views to assess lead source quality
- A standardised property structure to support future automation and reporting scalability
The goal
To replace anecdotal performance reviews with real-time, data-driven insight for leadership decision making.
The outcome
Contact attribution data now flows automatically, enabling clear ROI measurement and campaign comparison. For the first time, leadership and marketing teams have direct visibility of performance data, removing the need for manual reporting and enabling strategic, evidence-led planning.
Automation & Enablement
Automation & Enablement
Karman implemented a suite of automations and connected content tools to streamline communications and improve consistency. Deliverables included:
- Automated nurture workflows for newsletter sign-ups and “not the right time” follow-ups
- Social publishing setup for consistent, multi-channel posting
- Activation of AI-assisted content creation to accelerate campaign production
The goal
To create an automation-first approach that ensures consistent, timely communication while reducing manual effort.
The outcome
More than five workflows are now live, managing routine client journeys automatically. Social publishing is fully operational, and the content framework supports scalable campaign activity. Previously, communications relied on manual updates and inconsistent processes. Automation has standardised follow-ups and enabled timely, compliant communication without increasing workload.
Key highlights
"The integration and dashboard reporting are exactly what we needed to finally see which campaigns and sources are driving engagement."
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