HubSpot Implementation for Financial Services

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HubSpot Implementation Services

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Customized CRM and Marketing Automation Solutions for Financial Firms

At GK3 Capital, we specialize in delivering tailored HubSpot implementation services designed specifically for financial services firms. With over 50 successful implementations, our turnkey solution helps streamline your sales and marketing processes, reduce costs, and get you up and running faster.

3 Steps to HubSpot Implementation Success

Consultation & Blueprint Setup

We begin with a tailored consultation to understand your business needs. From there, we apply our proven HubSpot blueprint, designed to address 80% of what financial firms need out-of-the-box.

Custom Implementation

Our team integrates HubSpot with your existing systems, implements custom CRM properties, and configures workflows for automation and lead scoring.

Training & Ongoing Support

We provide comprehensive training for your team and continue to support your sales and marketing efforts, ensuring HubSpot remains your growth engine.

Here’s What You Get

Custom CRM Properties

We design custom fields like Rep CRD, Firm CRD, Contact & Firm Type, and LifeCycle Stage to enhance segmentation and compliance tracking for financial services firms. These properties enable more accurate data management and better client targeting.

Proprietary Lead Scoring

Our lead scoring system focuses on meaningful engagements, such as page views, downloads, and multi-session interactions. This ensures that your sales team knows who to engage with, when to engage, and what to say.

Automated Workflows

We implement workflows tailored to the buyer’s journey—automating lead nurturing, sales notifications, and follow-up sequences. These workflows streamline the funnel, move leads efficiently through lifecycle stages, and improve closing rates.

Technical Integration

Our 120-point technical checklist integrates HubSpot with your website, social media platforms, and external CRMs like Salesforce. This ensures seamless data flow and reporting, giving you full visibility into your marketing and sales performance.

HubSpot Implementation Success Stories

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How Nepsis Transformed Their Marketing with HubSpot Integration

The financial Advisory Firm “Nepsis” struggled to implement its desired marketing efforts because it lacked a suitable CRM and marketing automation platform. While they had been using Salesforce, it was too complex for their needs and ineffective for their marketing initiatives. They required a more user-friendly solution to streamline their marketing and sales processes.

GK3 Capital recommended transitioning to HubSpot, and Nepsis agreed. We customized HubSpot to fit their branding and operational needs by connecting subdomains for new landing pages, importing a branded theme, and creating email templates for future campaigns. We set up workflows for lead management, notifications for sales teams, and contact lifecycle stages.

Additionally, we implemented active email lists, lead scoring, forms for marketing campaigns, and built customized dashboards. As a result, Nepsis is now successfully running marketing campaigns and is fully satisfied with the HubSpot setup.

Wealth Management Firm

We partnered with a wealth management firm using outdated spreadsheets to manage leads. After our HubSpot implementation, they saw a 40% increase in SQLs and significantly improved reporting capabilities, leading to better-informed business decisions.