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Technology Built for the Way Financial Services Industries Work

Financial services don’t run on a simple sales journey. Every new client, policy, loan, or investment comes with layers of compliance, documentation, approvals, and handoffs between teams.

That complexity only grows over time. Advisers, brokers, referrers, operations and service teams all need the same view of the client, while the relationship itself can continue across multiple products and life stages.

As a HubSpot Financial Services Industry Specialist, we design CRM around that reality. We help financial services firms across APAC connect their data, processes and client journeys so teams can work with more visibility, consistency and control.

Riverstone Client Portal Laptop Mockup (1)

Yvonne
Luke
Daniel

A game-changer for our business, with measurable improvements in lead management, customer engagement, and internal efficiency, from day one.

Yvonne Kola
CAPSPACE

I have worked with Avidly APAC twice now, for separate brands. Both times they have understood who we are, who we want to speak to, and how we need to do this.

Luke Jackson
Arrowfin

An absolute asset to the brand, everyone we've worked with knows their craft and ensures we get the right outcomes.

Daniel Johnston
Better Finance

Trusted by the Region's Biggest Names in Finance

From accountancy firms, and financial advisory practices to mortgage brokers, lenders and insurers, we've designed HubSpot around some of the industry's most complex customer journeys.
Finsure
EML
Maxim
Cicada
Better
Capsapce
Finsecure
Arrow
Lannock
NZHL

We know the Industry Painpoints

Different Leaders See Different Problems

Growth, client service, technology and profitability are connected, but every financial services leader sees the challenge through a different lens.

Select your area:

The question you're trying to answer

How do we grow across financial products, adviser networks and channels without increasing administrative overhead or losing visibility of the client relationship?

What this requires

Connected client, commercial and operational visibility

A shared view of client relationships, adviser activity, opportunities and service performance across the business.

Client relationships Channel reporting Process automation Governed data

A financial services relationship doesn't end when a client signs


Applications, onboarding and ongoing service involve clients, advisers, brokers and internal teams. Reviews, renewals and changing financial needs keep the relationship active for years. Your CRM needs to connect these people and stages so every team understands the client’s history and what needs to happen next.

6-10

Distinct stages from enquiry to onboarding, servicing, renewal and expansion.

6-10

Distinct stages from enquiry to onboarding, servicing, renewal and expansion.

4-6+

Stakeholder types involved across the client relationship.

4-6+

Stakeholder types involved across the client relationship.

Years, not months

Client relationships can span multiple years or decades.

Years, not months

Client relationships can span multiple years or decades.

∞

Potential for renewals, cross-sell, referrals and long-term client value.

∞

Potential for renewals, cross-sell, referrals and long-term client value.

The Challenge is Keeping it All Connected

With so many people, systems and stages involved, the challenge isn’t capturing more data. It’s making sure the right information follows the customer and project throughout the entire journey.

Attribution

Connect marketing activity to opportunities and revenue.

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Attribution

Connect marketing activity to opportunities and revenue.

Execution

Keep opportunities moving with consistent follow-up.

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Execution

Keep opportunities moving with consistent follow-up.

Fragmentation

Bring customer and project information together.

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Fragmentation

Bring customer and project information together.

Inefficiency

Reduce duplicate entry and manual reconciliation.

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Inefficiency

Reduce duplicate entry and manual reconciliation.

Communication

Give customers timely access to the information they need.

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Communication

Give customers timely access to the information they need.

In a Connected CRM Every Opportunity is Realised

APPLICATION APPROVED
Home Loan Application · REF-4821
Sarah Thompson · Owner Occupier
Approved
 
↓
CRM
CRM data populated
Existing client and application data pulled directly from HubSpot.
Client
Sarah Thompson
Loan amount
$620,000
Loan type
Owner Occupier
 
↓
DOC
TEMPLATE SELECTED
Loan Recommendation Document
Matched
 
↓
PDF
DOCUMENT GENERATED
Loan Recommendation · Sarah Thompson
Generated automatically from HubSpot data.
Ready to review

Document Generation — Generate the right contract without retyping project data

The Problem

Sales and operations teams repeatedly copy customer, property or project information into contracts and documents, creating unnecessary admin and room for error.

The solution

Use data already held in HubSpot to automatically generate the right document with the right information.

THE RESULT

Enter the data once. Use it everywhere. HubSpot data flows directly into the right document.

Less retyping. Fewer errors. Faster contracts.

Event Management — Turn every RSVP into a trackable opportunity

The Problem

Event registrations and attendance often sit separately from your CRM, making it difficult to follow up consistently or understand which events generate real opportunities.

The solution

Manage registrations, attendance and follow-up through HubSpot, connecting every attendee to the relevant project, campaign and sales journey.

THE RESULT

Every visitor stays connected to the next step. Registrations, attendance and follow-up stay connected in HubSpot.

No manual lists. No missed follow-up.

CLIENT REGISTERS
First Home Buyer Information Evening
Auckland · 22 October
Registered
Name
Sarah Thompson
Interested in
First home lending
 
↓
ST
CONTACT CREATED
Sarah Thompson
Added to HubSpot automatically.
Registered
 
↓
✓
ATTENDANCE RECORDED
Sarah has checked in
Attendance is written back to the CRM.
6:42 PM
 
↓
→
FOLLOW-UP TRIGGERED
Follow up with Sarah
Adviser task created and personalised follow-up queued.
Due today
PRODUCT & OFFER MANAGEMENT
Current product information
Select a product to view the latest approved details.
HOME LENDING
Owner Occupier
PROPERTY
Investment Loan
BUSINESS
Term Loan
SELECTED PRODUCT
Owner Occupier Home Loan
Available
Rate
6.24% p.a.
Rate type
Variable
Eligibility
Up to 80% LVR
 
↓
%
CURRENT OFFER
$2,000 cashback
Current
Eligibility notes
Standard owner occupier lending criteria apply.
Last updated
Today · 8:30 AM

Product & Offer Management — Keep advisers working from the latest product information

The Problem

Product details, rates, eligibility criteria and offer information can change frequently and often sit across spreadsheets, product sheets and disconnected systems.

The solution

Bring key product and offer information into HubSpot so advisers and sales teams can access the latest details alongside the client, application and opportunity they are working on.

THE RESULT

Teams work from a more consistent, up-to-date view of products and offers, reducing manual checking and the risk of using outdated information.

Less manual checking. Fewer inconsistencies. More confident client conversations.

Agent Portal — Give agents access without losing control of your data

The Problem

Brokers, advisers and referral partners often rely on emails, spreadsheets and manual updates to check application progress, access documents or understand what is happening with a client they have referred.

The solution

Give approved partners a secure portal connected to HubSpot where they can access the client and application information relevant to them, without giving them access to the wider CRM.

THE RESULT

Partners get the visibility they need while your team keeps control of sensitive customer data, permissions and internal processes.

Less back-and-forth. Better data control. A smoother partner experience.

PARTNER PORTAL
JM
Welcome back, James
Mortgage Broker · North Shore Partners
Secure access
 
↓
REFERRED CLIENTS
Sarah Thompson
Home Loan · $620,000
Assessment
David Chen
Refinance · $480,000
Approved
 
↓
APPLICATION STATUS
Sarah Thompson 68% complete
 
 
Submitted Complete
 
Documents Complete
 
Assessment In progress
 
Approval Upcoming
 
↓
APPROVED INFORMATION
Indicative approval
Available to view
Supporting documents
4 approved files
Next action
Await credit assessment outcome
In progress
COMPLIANCE & DATA MANAGEMENT
Built around financial services requirements
Connect compliance processes, control access to sensitive information and keep client activity visible in one CRM.
COMPLIANCE
AML & KYC
CLIENT DATA
Sensitive Data
GOVERNANCE
Permissions & Audit
CLIENT RECORD
AML & KYC
Verified
Identity check
Complete
AML status
Cleared
Next review
12 Aug 2027
 
↓
✓
CONNECTED PROCESS
Review compliance record
CRM connected
How it works
Connect identity verification and AML processes to the client record so teams can track status without relying on disconnected systems.
Client record updated
Today · 9:12 AM

CRM Built for Compliance, Security and Control

Financial services teams need more than a CRM that stores contacts and deals. They need systems that can support regulated processes, sensitive client information and the specialist tools already used across the business.

We help connect HubSpot with AML and KYC workflows, structure permissions around sensitive data, and bring compliance status, documents and client activity into a more complete view of the relationship.

The result is less reliance on disconnected systems, clearer visibility across teams and a CRM that better reflects how financial services businesses actually operate.

The Business Case for a Connected CRM

14% 

Of financial services firms have scaled CRM adoption across the organisation, despite 72% recognising CRM as important to customer experience.

14% 

Of financial services firms have scaled CRM adoption across the organisation, despite 72% recognising CRM as important to customer experience.

20–30%

more productive — financial advisers using an integrated technology platform were reported to be 20–30% more productive than industry peers.

20–30%

more productive — financial advisers using an integrated technology platform were reported to be 20–30% more productive than industry peers.

3x more likely

To be a high-growth advisory practice. Nearly 30% of heavy technology users achieved high new-client growth, compared with 9% of light technology users.

3x more likely

To be a high-growth advisory practice. Nearly 30% of heavy technology users achieved high new-client growth, compared with 9% of light technology users.

One Source of Truth for every User and Every Customer 

Bring marketing, sales, project activity and customer experience together in one connected platform.

With HubSpot at the centre, your teams can see the full relationship — from the first campaign or enquiry through to project milestones, handover, repeat business and referrals.

 
 
 
 
 
 
 
 
 
 
 
HubSpot
Clients &
Households
individuals · families
businesses · trusts
Contacts
clients · prospects
brokers · advisers
Client
Experience
portals · reviews
service requests · updates
Activities
emails · calls
meetings · documents
Products &
Accounts
loans · policies
investments · accounts
Integrations
banking platforms
policy & finance systems
Applications &
Opportunities
applications · renewals
referrals · opportunities

Our Clients in These Industries Have Realised Some Extraordinary Business Outcomes.

68 %
68 %
Reduction in cost per deal created.
129 %
129 %
Year-over-year increase in lead volume.
68.5 %
68.5 %
Reduction in acquisition cost.
100 %
100 %
Visibility across the customer journey.
493 %
493 %
Growth in annual revenue attributed to digital marketing.

Industry Insights & Resources

The Financial Services Case Study
Learn about eight projects where we replaced tangled legacy platforms, manual admin, and siloed data with a single HubSpot ecosystem, from lease approval automation to national brochure generation.
Hard-Cover-Book-Mockup-Finances
The Financial Services Case Study
Learn about eight projects where we replaced tangled legacy platforms, manual admin, and siloed data with a single HubSpot ecosystem, from lease approval automation to national brochure generation.
Download Now
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Avidly APAC Builds CRM Specific to your Industry

We bring deep experience across construction, property and real estate, designing CRM solutions around the complex customer journeys, project structures and operational processes that define your sector.

Working with the biggest names in the industry, we proven again and again that our approach to CRM provides the right foundation for your business needs.

We understand that you need to manage developments, properties, projects, agents, contractors, consultants, tenders, stock, milestones and long-term customer relationships.

And we know the impact of being able to do this in one place. The result is: a CRM built to manage much more than just Customer Relationships.

Have our team show you what this could look like in your business

Book your demo