Pareto Financial Planning, an award-winning IFA based in Manchester, had a strong track record of growth and client service—but lacked a scalable way to manage introducer relationships, outbound referrals, and new business pipelines. Advisers operated independently in siloed tools, and valuable referral activity often went untracked.

We implemented HubSpot with Hatch integration into their IO back office. This enabled the team to track and report on both inbound introducer referrals and outbound professional referrals to accountants, solicitors, and other partners—closing the loop on two-way referral value. Dedicated dashboards allowed them to understand which introducers drove the most revenue, and whether reciprocal value was being returned.

Adviser workflows were also brought into HubSpot, consolidating multiple tools into one CRM with custom pipelines, templates, and meeting links. Junior advisers could now handle their own leads efficiently, while senior staff had complete visibility across the firm.

Allica Bank, a UK-based challenger bank focused on serving established small and medium-sized businesses (SMEs), sought to enhance its customer relationship management to support rapid growth. After adopting HubSpot as their primary CRM, they partnered with us to optimise its usage and align it with their business objectives.

We provided consultancy services to refine Allica Bank's HubSpot implementation, ensuring it supported better decision-making and more effective delivery of business activities. This collaboration enabled Allica Bank to visualise their evolution and plan for the expansion of HubSpot across the business.

Missed referral opportunities and inconsistent reporting.

A mid-sized independent financial adviser (IFA) firm with £3M in annual turnover came to us struggling with missed referral opportunities and inconsistent adviser reporting.

Each adviser managed their own pipeline in Outlook and spreadsheets, leaving leadership blind to performance and marketing ROI.

We implemented HubSpot with seamless integration to their IO back office. We also built custom dashboards that tracked referral sources, adviser activity and lead outcomes, finally giving the leadership team full oversight.

Junior advisers were empowered with redistributed leads, while senior staff now had the bandwidth to deepen existing relationships and generate new ones.

Improve performance, streamline workflows and justify marketing spend.

A national wealth planning firm backed by private equity - managing over £10M in annual revenue - was under pressure to improve performance, streamline adviser workflows and justify marketing spend.

Despite using Xplan for compliance, they had no central CRM for marketing or new business. Manual data pulls and disconnected processes were keeping them in the dark.

We deployed HubSpot with a direct integration into Xplan, which allowed both sales and marketing teams to operate from the same source of truth. Marketing could now build segmented audiences and run targeted nurture campaigns, while advisers used sequences and pipeline tracking to reduce admin and move faster on deals.

The leadership team gained dashboards that tied adviser activity to revenue, unlocking more strategic conversations across departments.