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Finance Industry

Fully realize the digital transformation of your financial institution with the power of data.

Case Studies

Help VIP customer achieve their wealth management goals

Show your expertise in achieving the wealth management goals of your VIP clients

Use customer data to get valuable insights for precise financial advice, management and planning.

  • Analyze
    1. Collect customer data to determine risk appetite and financial habits
    2. Predict customers’ financial pain points and goals
  • Evaluate
    1. Automatically match clients with a financial advisor
    2. Send personalized financial information
    3. Send a financial plan in exchange for a list of new clients
  • Advise
    1. Provide professional financial planning advice
    2. Maintain close interaction between institutions and customers
    3. Real-time notification of market fluctuations and new product information
    4. Provide regular review of financial goals
  • Comprehensive financial services

Problems facing the financial industry

Financial industry clients usually complain of these marketing problems

Customer Service Team has to repeatedly explain product plans, leading to inefficiencies.
Unclear background of new clients from online lead generation efforts.
Difficulty in maintaining long-term relationships with customers
The new generation of customers is used to searching for financial information on the Internet

Clearly understand customer needs and master customer service

Understand the needs

Track customer browsing patterns

HubSpot CRM automatically tracks customers’ browsing journeys and stay times. Using these data points, you can create customer intelligence reports to provide financial consultants with insights into customers’ interests and mindsets.

Accurate delivery of financial information

Develop sales and marketing tactics from customer profiles to provide financial consultants with the best opportunities to engage with customers. You can also send exclusive personalized e-mails according to customer segments.

Establish a customer scoring mechanism

Create a system for scoring customers according to characteristics, financial capacity, online behaviors to plan specific sales and marketing tactics.


Content is king! Attract organic traffic and high-quality potential customers.

financial 1

Social media integration

HubSpot Social integrates all social platforms so you can schedule posts, reply to messages, and analyze data across platforms in just one place.

financial 2

SEO optimization tool

HubSpot’s SEO tool helps you analyze website performance, provide optimization suggestions, improve Google SERP, and attract high-quality visitors.

financial 3

Create event pages easily

Execute marketing activities such as customer events, financial lectures, and new product introductions. Quickly complete professional event pages and start inviting attendees.


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Prevenet your social marketing from falling behind

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Grow high-quality customer with fully automated marketing

Potential customers become friends


Automatically send information customers want to receive

Design a whole automated customer communication system (e-mail, chatbot, SMS, etc.) that will automatically deliver the right messages to the right customers at the right time.

Automatically notify the internal team for follow-up tracking

In addition to allowing the team to share customer information in the CRM system, the system can also automatically send notifications or follow-up information to team members and supervisors when customer behavior meets specific conditions

24/7 chatbot customer support

Design highly intelligent chatbots to solve customer problems effectively in real time. Automatically record customer information into the CRM and segment potential customers to make remarketing more efficient.

HubSpot CRM 興趣:存錢

Automated marketing accurately locks in financial plans that customers are interested in

Let automated marketing improve your efficiency

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View the complete e-commerce automation process flow here.

Automated Marketing


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