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Services for financial advisers & planners

Grow your firm with HubSpot and Karman Digital

Utilise the global leader in client engagement, business development and digital marketing software, tailored for financial planners and advisers.

Integrate with your existing CRM platform for seamless data syncing.

Use our expertise to customise HubSpot to enhance client relationships and grow your advisory business.

Client engagement just got much easier

So you recognised the power of HubSpot's ability to segment and nurture clients but organise your data in another system and now you're stuck? Many financial firms have been on the same journey. 

Our custom built app, Hatch, designed specifically for this blind spot is compatible with both IO and Xplan, allowing you to harness the true power of HubSpot with a two-way data transfer via your chosen back office system.

Hatch is easily installed and configured to your needs instantly making your use of HubSpot more meaningful — and all without need for manual input.

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Additional services

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The Content Store

Unlock unlimited, high-quality content for your marketing. Effortlessly enhance your online presence, build newsletters and populate social media with up-to-date industry news, blogs, videos, and graphics.

Sign up now and transform your strategy!

Find out more

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Client communications

The ultimate email and content marketing solution for financial advisers and planners.

Self serve or let us do it for you, client communications and content marketing has never been so easy. 

Get in touch

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IO and Xplan integration

Sync your back office with HubSpot.

Use our Hatch App to connect HubSpot with IO and Xplan so that you can easily manage marketing, client communications and new client acquisition.

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With HubSpot you'll grow a high performing business

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Integrations

Sync your client data seamlessly with IO and Xplan. Integrate with 365, Zoom and thousands of other apps to improve productivity.

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Digitisation & AI

An all-in-one, AI enabled, platform with a unified codebase enables you maximise opportunity through digital capabilities and integrations.

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Client expectations

HubSpot’s advanced tools and support help you meet increasing client expectations and enhance the digital experience.

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Transforming operations

From compliance and client agreements to client segmentation, develop automations to improve efficiciency, reach new clients and build better relationships.

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Making things easier with IO and Xplan integrations

It's painful to segment and send timely communications. That's why we've integrated HubSpot with IO and Xplan to ensure a seamless flow of data.

Want to invite your best clients to an event? No problem. Adviser leaving and you want to communicate qiockly? Easily done.

Helping you build a better business

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Generate more referrals

We'll help you use data to uncover valuable referral and new client opportunities. Track all introducer business and client referrals.

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Track business performance

Effortlessly monitor adviser and business performance. Make better decisions based on data and perofrmnace insight.

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Win more clients

Maximise client acquisition by using a software platform that's a global leader software platform. Have control and visibility of your business development and marketing activties.

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Improve client retention rates

Boost client retention rates through insight on client relationships and growth opportunities. Use digital tools to enhance client satifaction and drive client value.

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Save time with AI

Use a range of in-built AI tools to reduce the costs of marketing and business development. Enhance marketing performance with AI led content creation.

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Deliver excellent client support

Deliver unparalleled client support for today's demanding market via a suite of AI enabled tools, from surveys to ticket desk. 

HubSpot for advisers and planners

From streamlining processes to identifying and automating client referral opportunities, we'll ensure HubSpot is at the heart of value creation in your business.

Meeting Consumer Duty requirements

Use HubSpot's personalised communication tools to maintain transparency and clarity with clients.

Generate detailed reports to demonstrate adherence to Consumer Duty standards and identify areas for improvement.

Integrations

Practice management software and compliance systems are part of the course. We'll integrate these systems to ensure you have one data entry point and a single source of truth.

Personalised client engagement

Build strong, lasting relationships with clients through personalised experiences.

HubSpot's tools enable targeted communications and helped by access to our library of topical client articles and updates - free for you to use.

Efficiency through automation

Automate repetitive tasks to free up time and resources.

HubSpot's automation features streamline workflows, from lead management to client follow-ups, ensuring a more efficient operation for your firm.

Robust analytics for informed decisions

Use HubSpot’s powerful analytics to make data-driven decisions.

Gain insights into client behaviours, marketing performance and lead pipelines, so your team is empowered to deliver results.

Scalable and secure solutions

We work with everyone from small firms to nationals. All have an ambition to grow and perform better.

As a global leader HubSpot offers scalable solutions for firms of all sizes, all with the security you'd expect from a business with over 200,000 business customers.

It's all about user adoption

To get the most  from HubSpot, making the platform as simple and easy to use as possible is essential. We want to help you create, not impact, time spent with clients.

From implementation to ongoing support, we ensure that platform adoption and the user experience is at the heart of everything.

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Karman and HubSpot,
unlocking growth

We'll unlock your growth potential by combining business development, digital marketing and CRM capabilities with expert strategic guidance. HubSpot’s tools for client management, marketing automation and data analytics enhance client attraction and retention. 

This collaboration enables us to help you drive sustainable growth, competitive advantage and better client outcomes.

A top 20 HubSpot EMEA partner for advisers and planners

With over 14 years working with some of the UK's leading advisory firms we know what it takes to build a great business.

Add to this to our to our HubSpot Diamond Partner credentials and we'll help you deepen client engagement and have greater control and insight on your business.

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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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