Growing Your Financial Services Business, Powered by HubSpot Solutions
Drive revenue at your banking firm or financial institution with digital strategies designed for demand generation and long-term loyalty. We have the industry know-how to help you succeed.
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Streamline Your Financial Services with HubSpot
Reduce complexity, leverage new technology, and strengthen security throughout your customer lifecycle.
Client Acquisition & Lead Nurturing
Engage with new prospects and develop meaningful relationships that turn qualified leads into loyal customers.
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Sales Pipeline & Opportunity Management
Monitor your bank's progress, prioritize efforts, and forecast future revenue with HubSpot's pipeline visibility and timeline management.
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Client Onboarding & Documentation
Build trust with new customers, streamline communication, and ensure steadfast regulatory compliance.
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Relationship Management & Client Communication
Nurture trusting relationships with your clients based on clear, consistent, and personalized communication.
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Client Retention
Maintain strong customer relationships for continued business and long-term loyalty.
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Who We Serve
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Banks & Credit Unions
Facilitate new member acquisition, boost revenue, track ROI, and increase brand awareness—just like the banks, credit unions, and other financial institutions we’ve helped.
Here are just a few of them.
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Investment Services
Grow revenue, prove ROI, and increase brand awareness—just like the dozens of investment firms we’ve helped.
Here are just a few of them.
Integrations for Business Success
Streamline Operations and Improve Client Support with Integrated Solutions
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Custom API
SmartBug can develop a custom API for HubSpot. Connect with us to learn more.
Hear from a Finance Client Using HubSpot
Case Studies
See All Case StudiesThe HubSpot expert a financial startup needed
Emles’ team members are skilled sales, marketing, and investment professionals—but needed additional help implementing a marketing and sales software platform prior to the launch of their business.
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Community Bank Uses SEO and CRO to Increase Blog Views by 1,346%
First State Community Bank (FSCB), a financial leader in the state of Missouri, engaged with SmartBug® to optimize existing content and increase blog subscribers to build visibility and trust—and to attract more customers.
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Solving a Reporting Problem That Seemed Unsolvable
SmartBug Media worked with 1st United Credit Union to overcome a reporting challenge with the institution’s third-party software and finally generated insightful, specific marketing data.
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Providing Premier Real Estate Loans in California
When the Herzer Financial team first approached SmartBug Media, they were ready to revamp an outdated website and transform their online presence. Subtle animation, color overlays, and sleek navigation position Herzer as a professional yet approachable private lending partner.
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Ready to Start Cashing In on Digital That Pays Off?
Frequently Asked Questions
Get insights into your most frequent financial services inquiries.
How much does HubSpot cost?
HubSpot offers tiered pricing across Starter, Professional, and Enterprise levels and across all six hubs: Marketing, Sales, Service, Content, Operations, and Commerce. Learn more about HubSpot's pricing options.
For more information about how you can leverage the HubSpot ecosystem for your healthcare organization, you can contact our sales team directly.
My team is new to HubSpot. Do you offer training?
We've got you covered. At SmartBug, we offer robust training and workshops to get your team up to snuff with the latest developments in the HubSpot ecosystem. Grow your confidence with our team of HubSpot-certified trainers with years of hands-on experience to draw on. Choose from flexible on-site and virtual formats, whichever works best for your team.
What types of financial services firms can benefit from HubSpot?
HubSpot is ideal for wealth management firms, insurance agencies, mortgage lenders, financial advisors, and any financial service provider looking to enhance client acquisition, engagement, and retention. Banks and other financial institutions can manage their client relationships, generate new leads, identify cross-sell opportunities, and track clients' goals, all within HubSpot's fully integrated CRM.
How does HubSpot help with regulatory compliance in the financial industry?
HubSpot integrates with various compliance tools, automates documentation workflows, and offers secure data management to help financial firms meet regulatory requirements, including GDPR (General Data Protection Regulation) and CCPA (California Consumer Privacy Act).
What security measures does HubSpot offer to protect sensitive financial data?
HubSpot implements a variety of security measures to protect financial data and ensure that client information is secure. This includes data encryption, access controls based on user permission and role-based access, secure data storage, GDPR compliance standards, audit trails, and routine vulnerability assessments.
How can HubSpot improve client communication for financial services firms?
HubSpot helps financial institutions streamline interactions, personalize messaging, and ensure effective and compliant communication. Centralize communication with a unified inbox and create personalized messages using custom properties and segmentation. Plus, automate emails and appointment reminders for swift, streamlined customer engagement.
Can HubSpot be integrated with our existing financial software?
Of course! Gain better insights into your customers' behavior and streamline internal operations throughout your financial institution. HubSpot can be integrated with existing financial software, including QuickBooks, Xero, and Salesforce Financial Services Cloud.
Can SmartBug assist with migrating data from our legacy systems to HubSpot?
Absolutely! Say goodbye to clunky systems and outdated tech stack. Our team of technical experts at SmartBug will handle the busywork on the backend so you can focus on big-picture strategy.
Explore our complete suite of integration solutions to get started.
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