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HubSpot for  financial services

Creating visibility across every client, adviser and opportunity

We help FCA-regulated firms see their clients and prospects clearly, keeping things simple while reducing the admin.

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Poor visibility is costing firms growth

Most regulated firms have no shortage of opportunities. What they lack is a clear view of them, so they can't tell where their time is best spent winning work.

This usually looks like:

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Disconnected enquiries and referrals spread  across email, web forms, introducers and advisers, never collated in  one place.

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Client data across separate systems, so no one has a single, clear view of any relationship.
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Compliance evidence reconstructed after the fact rather than captured as you go.

CRMs fail in regulated firms when they’re not configured for clarity

If a platform isn't built around how you work, the way advisers engage clients and your governance requirements  adoption will stall and the data can't be trusted. That’s not just a growth problem, it’s a compliance risk. The system has to be designed to engage teams from the outset. 

INDUSTRY - FINANCIAL SERVICES - LARGE

Recognised by HubSpot for Financial Services Expertise

We’ve been awarded HubSpot’s Financial Services Industry Specialist badge, recognising our experience supporting firms across banking, fintech, wealth management and insurance.

 

We help these organisations shape HubSpot around complex sales cycles, regulatory environments and client relationship models.

How Karman Digital approaches HubSpot for financial services

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Consultancy, not build-and-bill

We're a HubSpot consultancy, not a build-and-bill partner, and that distinction shapes everything. Our job is to understand how your firm works, then build around it.

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Built around how you work

We configure HubSpot around your advisers, your governance and your regulatory obligations from day one, building a platform that stands up to scrutiny from your team and the FCA.

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A system people actually use

A platform that fits how people work is one they'll use. We design around the daily reality of your team, so adoption isn't something you have to chase.

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Compliance built in

A system that captures compliance evidence as part of the workflow is one you can defend. Adoption and compliance go hand in hand, so we build both in from day one.
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Regulated-sector expertise

15 years of experience in regulated sectors, HubSpot's Financial Services Industry Specialist recognition, and Diamond Solutions Partner status.
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We know your constraints

Consumer Duty, FCA financial promotion rules, suitability evidence and GDPR are constraints you live with, not boxes to tick. That knowledge shapes everything we do..

A top 20 HubSpot EMEA partner

As a diamond HubSpot partner, top 20 in HubSpot’s EMEA ranking, we specialise in customising HubSpot's capabilities to streamline operations, deepen client engagement and drive growth.

From fintech through to banks, advisers and insurance companies, we understand your world. We'll ensure HubSpot's set up to solve your challenges and create opportunities for success.

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The HubSpot tools revolutionising the financial service industry

From lead qualification to establishing and nurturing strong client relationships, the nature of financial services requires you to be exceptional at many tasks.

By connecting disparate systems, creating a single source of truth and streamlining processes for growth, HubSpot enables your business to thrive.

What better CRM looks like in a financial services firm...

For a marketing leader

It means proving marketing's contribution to revenue. Clean attribution from first touch to new client, and campaigns, consent and financial promotions managed in one compliant place.

For a COO or managing director,

It means one clear source of truth across the firm. Automated workflows and structured intake that connect HubSpot to your core systems, with the governance and audit trail visibility the board expects.

For a head of sales,

It means an easy-to-update forecast you can stand behind. A pipeline that reflects how your team actually works, consistent adoption, and reporting that doesn't take half a day to assemble.

For an adviser-led BD function,

It means relationship visibility without the overhead. Client history that doesn't live in one person's inbox, so a relationship at risk is spotted before it's lost, and suitability and communication are evidenced along the way.

From adviser-held relationships to firm-wide visibility

Pareto Financial Planning had grown on the strength of its advisers, but that left leadership with little visibility of marketing and sales performance, and made growing referral and introducer business harder than it should have been.

We integrated HubSpot with their Intelliflo system, synced the data through our Hatch app, and trained all 25 advisers to work in the platform.

Pareto now has a clear view of every inbound opportunity, with faster follow-ups, higher conversion and genuine collaboration between marketing and sales.

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Want to learn more?

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

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