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Financial Services Industry Specialisation

The HubSpot partner that actually understands financial services.

 


Most agencies bolt a generic CRM onto a financial services business and hope it fits. It doesn't. Compliance requirements shape every workflow, trust is built over years, not weeks, and client relationships routinely outlast the product or facility itself.

We've spent years solving exactly these problems for the sector, working with names like Lannock Strata Finance, CapSpace, Xceda Finance, Eftpos, NZHL, FinSecure Finance, Resimac Group, Cicada Innovations, EML Payments and Better Finance.

A modern CRM isn't just a sales tool for financial services businesses; it's the connective tissue between client acquisition, advisory delivery, and long-term relationship management. But an off-the-shelf approach rarely holds up in an industry this regulated and relationship-driven. We've worked closely with businesses across lending, wealth, insurance, and advisory to tailor HubSpot to how they actually operate.

Brands we work with

Resimac Group
EFTPOS
Lannock
CapSpace
NZHL
Finsure
Cicada Innovations
Better
EML
Maximca

We Know the Industry Pain Points

For financial institutions, growth rarely comes from a single campaign. It depends on having the right systems, automation, and reporting in place to support a high-stakes, consultative buying journey.

Building sustainable growth in this sector means overcoming a unique set of high-friction challenges that span the entire client lifecycle, from initial enquiry to long-term relationship management. Organisations in this industry commonly face:

  • Marketing challenges
  • Sales and service challenges
  • Operational & technological challenges

Marketing challenges

  • Qualified Enquiry Conversion: Difficulty turning high-volume website traffic into high-value, qualified enquiries for lending, investment, insurance, or advisory products. We fix this by helping you convert visitors into qualified leads while giving your sales and advisory teams fewer, better-quality enquiries to work.

  • Lead Distribution Complexity: Managing and routing leads across multiple regions, business lines, specialist teams, and third-party referral or broker networks. We fix this by automatically routing enquiries to the right team instantly, removing manual triage and leads falling through the cracks.

  • Revenue Attribution: A lack of visibility into which specific marketing channels or educational campaigns are actually driving commercial revenue. We fix this by giving marketing and leadership clear ROI reporting, so spend follows revenue, not guesswork.

  • Digital Modernisation vs. Trust: The challenge of modernising the digital experience without compromising the trust built through long-standing offline reputations. We fix this by delivering a modern digital journey that still feels consistent with the trust your brand has built.

Sales and service challenges

  • Siloed Processes and Knowledge: Critical operational "IP" is often held by only a few power users, advisers, brokers, or relationship managers, creating significant risk and bottlenecks. We fix this by embedding process knowledge into the CRM itself, reducing key-person risk while giving clients consistent service no matter who they deal with.

  • Funnel Alignment: Misalignment between advisory, marketing, and client service teams, often lacking a clear funnel with agreed-upon handoffs. We fix this by building a shared funnel with clear handoffs, so clients move smoothly between teams instead of repeating themselves.

  • Fragmented Customer Data: Disconnected tech stacks lead to a lack of a single source of truth for client history, balances, policies, and product performance. We fix this by unifying client and product data, giving every team full context and eliminating duplicate data entry.

  • Customer Lifecycle Tracking: Difficulty tracking engagement over long lifecycles, making proactive relationship management hit-or-miss. We fix this by automating nurture and reminders, so long-term opportunities are tracked systematically rather than left to memory.

Operational & technological challenges

  • Tangled Legacy Systems: Many institutions are burdened by over-engineered legacy technology spread across various business units. We fix this by replacing fragile legacy workarounds with one unified platform, so clients get faster, more reliable service.

  • High Administrative Friction: Teams spend excessive time reconciling information manually rather than acting on it, such as re-entering data from manual application or claims forms. We fix this by automating data entry, freeing teams to follow up with clients faster instead of re-keying information.

  • Specialist Dependency: A heavy reliance on external developers just to maintain basic platform functions. We fix this by enabling your team to make basic updates themselves, cutting cost and turnaround time on simple changes.

  • Low Project Visibility: Critical client and application data trapped in silos, preventing real-time updates and slowing response to market changes. We fix this by giving teams real-time visibility, so clients get accurate updates and the business can respond quickly to change.

  • Document Management Hurdles: Large requirements for managing and generating complex, compliant documents such as contracts, facility agreements, policy documentation, and Statements of Advice. We fix this by automating document generation, reducing errors and delays at key moments in the client journey.

Handling Sensitive Data & AML Integration

Financial services data carries a different level of risk than a typical CRM record; client financial history, KYC documentation, and compliance flags all need to be handled with the same rigour as the regulated processes they support.

We build HubSpot environments with this in mind, including:
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Data Security by Design

Role-based permissions, restricted field-level access, and audit-ready activity logs, backed by our ISO 27001:2022 certification, the same standard that governs how we handle client contracts and financial data across every engagement.

AML Platform Integration

Connecting HubSpot with AML and identity-verification platforms so KYC checks, risk flags, and verification status sync automatically into the CRM record, removing manual cross-referencing and keeping compliance teams working from a single source of truth.

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Sensitive Data Governance

Structured data retention and access policies that align with financial services compliance requirements, so sensitive information is available to the right people and nowhere else.

Why HubSpot?

HubSpot has done more than most to break an age-old market perception, that a simple, user-friendly interface means a platform can't address the complexity of a larger business. Most financial services businesses already know, through years of painful experience, that a hard-to-administer, hard-to-maintain CRM only adds cost and complexity, not less.

 

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HubSpot is simple and intuitive enough for end-users to be confident and comfortable using it, while no business-critical needs are left unmet. That combination of power and simplicity means teams and individuals can execute tasks, generate reports, manage pipelines, host events, and deliver campaigns without constant specialist support.

With the common requirement for a unified platform that can support the breadth and complexity of multiple business units, brands, and teams, while still meeting the compliance and data-handling standards financial services demands, the list of genuinely viable options becomes a short one, and HubSpot leads it.

Why Avidly APAC

The right systems don't get built by chance, they get built when the right questions are asked early, about what the business needs and where the friction actually is.

Since 2018, we've helped APAC businesses drive growth through CRM. In 2026, we joined the Avidly Group, now 5x Global Partner of the Year, giving us global scale with the same hands-on local team.

As HubSpot's 6x APAC Partner of the Year, we've delivered 350+ projects for 400+ clients, many in financial services, and we're ISO 27001:2022 certified, which matters when your CRM holds buyer contracts and financial data.

 






If you're managing a fragmented tech stack, outgrowing manual processes, or scaling and want the foundations right first, that's exactly where we do our best work. We'd love to have a conversation.

 

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Financial Industry Case Study

Most financial services businesses don't grow because they added another lead form; they grow when marketing, sales, and compliance finally sit in one connected system. This case study breaks down real projects where we replaced fragmented legacy platforms, manual admin, and siloed client data with a single HubSpot ecosystem, covering everything from broker onboarding and compliance automation to end-to-end funding proposal workflows.

Download now

Testimonials