HubSpot for Financial Services & Insurance

Move customers through
complex products, faster

The new fund was signed off in March. It reaches market in August. Not because of the regulator, but because compliance review happens in Word, the site update needs a dev sprint, and the adviser channel finds out last.

Meanwhile leadership asks how much of last quarter's inflow the campaign actually drove. The answer takes a week and three exports, and by the time it arrives the pricing decision it was meant to inform has already been made.

Speed to market is a competitive position in this sector. Yours is set by your architecture.

We architect HubSpot for regulated environments, bringing compliance workflows, multi-product journeys, adviser and broker channels, customer self-service and core platform integration into a single connected operating model.

Talk to an fintech HubSpot specialist

The CRM is rarely the problem. What people do around it is.

When approvals live outside the platform, the team moves outside the platform with them. Copy gets reviewed in email. Adviser conversations get tracked in a spreadsheet. A campaign gets held back because publishing means a dev ticket. Every one of those is a rational decision made by someone trying to get work done.

The cost isn't the workaround. It's that the customer record stops being true. Once the real activity lives somewhere else, reporting becomes reconstruction, audit becomes archaeology, and the evidence of how a customer was treated sits in places you cannot produce on request.

You're probably in this position if:

Time from product approval to market is measured in months, and none of it is regulatory
Publishing a rate change or fund update means raising a dev ticket
Adviser and broker activity is visible to the adviser team and nobody else
Cost of acquisition by channel cannot be defended to the board, so distribution spend is set by precedent
Producing an audit trail means reconstructing it rather than exporting it
Your team has a spreadsheet doing a job the CRM was bought to do

This is what happens when the controls sit outside the system the work happens in.

Configuration is enough when a business sells one product to one audience with no review layer. Pipelines, workflows, campaigns.

It isn't enough when copy needs approval before it ships, when retail, advised and institutional audiences need separate logic in the same environment, and when the evidence of how a customer was treated has to be produced on request rather than assembled.

So we do two things.

We architect HubSpot around how you're actually regulated. The data model, approval workflows, permissions, audit logging and the integrations to your systems of record.

And where the requirement goes past what HubSpot delivers natively, usually secure portals, document delivery or transactional self-service, we extend it with CommercePro, our HubSpot-native commerce and portal layer.

Compliance

The approval that lives in a Word document

Approval workflows, version control, audit logging and structured review built into HubSpot's content production. Compliance stops being a bottleneck at the end and becomes an input to the system.

Experience

The site that queues behind a dev sprint

Fast, conversion-optimised digital experiences on HubSpot CMS, with the calculators, disclosure content, integrations and personalisation modern investors and account holders expect. Product updates and rate changes published by marketing, not by engineering. GoalsGetter is the reference build.

Segmentation

The audiences that keep overlapping

Retail against wholesale against institutional. Direct against advised. Each audience with its own data model, lifecycle, content stream and conversion path inside one HubSpot environment.

Nurture

The product too complex to explain in an email

Lifecycle programmes that educate through managed funds, KiwiSaver, term deposits, insurance and lending without overwhelming anyone or compromising disclosure. Education-first journeys that earn the right to convert.

Portals

The document request that becomes a phone call

Secure portals for account holders, policyholders, investors and members, running natively inside HubSpot via CommercePro where transactional capability is needed. Less inbound service volume, a better digital experience.

Service

The enquiry answered without the history

Service Hub configured for enquiries, complaints handling, account servicing and complex product support, with full customer history and product data attached to every interaction.

Reporting

The attribution nobody can defend

One view of the customer from first touch through to retention, across direct, advised and digital channels, built to survive a six to 18 month consideration cycle rather than assuming a same-quarter close.

Integrations

The system of record you can't touch

Investment platforms, custodian systems, core banking, policy administration, underwriting, KYC and AML providers, connected through API-led architecture with the data governance financial services requires.

Migration

The migration your auditor will ask about

Structured migration from Salesforce Financial Services Cloud, Microsoft Dynamics, Pega or a homegrown system, without compromising customer data integrity, audit history or regulatory continuity.

Fintech
Amova Asset Management - GoalsGetter
Full HubSpot Migration

Amova AM, a pioneer in financial innovation, set out to redefine the investment experience with GoalsGetter - a digital-first platform designed to make sophisticated investing accessible to everyday New Zealanders. Engaging Partners architected the digital experience, marketing automation, content delivery and conversion infrastructure inside HubSpot.

"The collaboration was excellent across all teams and the successful implementation would not have been possible without it. We are very happy with the outcome and feel the new website is much easier to use, better aligned to our NikkoAM brand, and the nurture provides the information to allow customers to complete their journeys and therefore increase conversions."

- James Rogers, Chief Operating Officer

01 / Patchwork

The build-it-yourself trap

A CRM the marketing team half-uses, a website behind the engineering backlog, approvals living in email, adviser activity in a spreadsheet.

Every gap gets closed by an internal build, so your roadmap quietly starts funding marketing infrastructure instead of product. And the one person who understands how it fits together is one resignation away from taking that with them.

02 / Enterprise

The enterprise CRM tax

Financial Services Cloud remains the deepest CRM at the very high end, and for advised wealth, private banking or complex institutional operations it is the right answer. Below that, the licence is the smallest number in the business case, once you add:

Implementation partners
Ongoing admin resource
Marketing Cloud or equivalent
Experience Cloud for portals
Integration work to connect modules that should already talk to each other

Twelve to eighteen months before full operations are live, and day-to-day running stays dependent on specialists you don’t have on staff.

03 / Extended

HubSpot, extended with CommercePro

CRM, CMS, marketing automation, service, reporting, AI and workflow automation in one platform your own team can run, with approvals, permissions and audit logging built into the system rather than bolted around it.

Where secure portals, document delivery or transactional self-service need more than HubSpot delivers natively, CommercePro, our HubSpot-native commerce extension, closes the gap without a separate portal platform or a custom build.

One platform, one data model, one team operating it.

Step 01
Discovery & Scoping

Every engagement starts by mapping stakeholders across marketing, compliance, technology and operations. We agree objectives, constraints and scope up front, documented in a Solution Requirements Document covering budget, timeline, risk, quality and how we'll communicate throughout.
Step 02
Solution Design & Specification

Next we model the processes, automated and manual, that will deliver against those objectives. Each element of the build is then specified in detail: functional deliverables, data structures, integration points and system configuration.
Step 03
Configuration & Development

Build begins against the agreed specification. We track progress against scope, cost, quality and risk at every stage, with regular reporting so nobody is guessing where the project stands or what comes next.
Step 04
Deployment & Optimisation

Deployment is followed by testing and refinement against real use, making sure the solution works for customers, advisers, brokers and your internal teams alike. Includes iterative post-launch adjustment, training and hands-on support.
Step 05
Evaluation & Enhancement

Finally we review what was delivered and how, gathering stakeholder feedback and capturing lessons learned. Improvement opportunities are prioritised on value, feeding directly into the next Discovery and Scoping cycle.

FAQ - Engaging Partners

For most mid-market financial services, fintech brands, and insurance companies, yes - particularly where you need marketing, sales, service, content and digital experience to operate from a single source of truth, with compliance-aware workflows and clean integration to core platforms. HubSpot's gap historically was secure customer portals and transactional self-service, which CommercePro closes natively without a separate portal platform.
Yes, when architected properly. We build approval workflows, content version control, audit logging, role-based access and structured review processes into HubSpot environments specifically for regulated audiences. HubSpot is not a compliance platform in itself, but configured correctly it operates compliantly within a financial services governance framework - and removes the friction that pushes teams off CRM and into shadow systems.
Salesforce FSC remains the deepest financial services CRM at the very high end - particularly for advised wealth, private banking and complex institutional environments. HubSpot is increasingly competitive in mid-market financial services where consolidation, faster time-to-value, better marketing capability and stronger digital experience matter. Mid-market asset managers, fintechs, KiwiSaver providers, insurance brands and lending platforms often find HubSpot - properly architected and extended with CommercePro - covers their requirements at meaningfully lower total cost of ownership.
Yes. We integrate HubSpot with custodian systems, investment platforms, core banking, policy administration, underwriting, KYC and AML providers via API-led architecture. Integration scoping is core to how we run a project, particularly given the data governance requirements financial services environments operate under.
Yes. We architect the data model so each product type has its own lifecycle, content stream, segmentation logic and conversion path inside a single HubSpot environment. Customers experience cohesive journeys across products. Marketing, sales and service teams operate from a unified view of every customer relationship.
Yes. A meaningful portion of our financial services work is structured migration from Salesforce, Microsoft Dynamics, Pega and homegrown systems. We've built a CRM migration practice specifically for moving complex regulated operations onto HubSpot without compromising customer data integrity or audit continuity.
We're based in Auckland and Sydney, with active financial services clients across New Zealand and Australia. We work across the broader NZ and AU regulatory environments and have experience supporting brands with cross-Tasman product distribution.

Solutions that transform complex to simple, and impossible to done.

Advanced commerce on HubSpot

Convert and retain more customers

Serve customers better, on and offline

Generate more leads and opportunities

Digitise the customer experience

A website that attracts and converts

A team that challenges the impossible and knows that everything great begins by asking ‘what if?’

The thinking behind, before and beside the technology

Discover the people at the heart of Engaging Partners

Our partners allow us to create meaningful results

Services Methodology

Built on a platform designed for growth, seamlessly tailored to meet your objectives.

View all our case studies

Breaking Boundaries with GoalsGetter

Developed at speed and delivered at scale

Solutions that transform complex to simple, and impossible to done.

Guides

Webinars

Answers to your questions

Blog

Tools, templates and infographics

Solutions that transform complex to simple, and impossible to done.

Advanced commerce on HubSpot

Convert and retain more customers

Serve customers better, on and offline

Generate more leads and opportunities

Digitise the customer experience

A website that attracts and converts

A team that challenges the impossible and knows that everything great begins by asking ‘what if?’

The thinking behind, before and beside the technology

Discover the people at the heart of Engaging Partners

Our partners allow us to create meaningful results

Services Methodology

Built on a platform designed for growth, seamlessly tailored to meet your objectives.

View all our case studies

Breaking Boundaries with GoalsGetter

Developed at speed and delivered at scale

Solutions that transform complex to simple, and impossible to done.

Guides

Webinars

Answers to your questions

Blog

Tools, templates and infographics

HubSpot for Financial Services & Insurance

Move customers through complex products, faster

Why regulated teams end up with a second system nobody approved

That's why we extend HubSpot, rather than just implement it

What changes for your business with Engaging Partners

The approval that lives in a Word document

The site that queues behind a dev sprint

The audiences that keep overlapping

The product too complex to explain in an email

The document request that becomes a phone call

The enquiry answered without the history

The attribution nobody can defend

The system of record you can't touch

The migration your auditor will ask about

Breaking Boundaries with Digital-First Investment

FintechAmova Asset Management - GoalsGetter Full HubSpot Migration

Why HubSpot, why CommercePro?

The build-it-yourself trap

The enterprise CRM tax

HubSpot, extended with CommercePro

How we work with financial services and insurance companies.

Discovery & Scoping

Solution Design & Specification

Configuration & Development

Deployment & Optimisation

Evaluation & Enhancement

Frequently Asked Questions

Get architectural claritybefore you commit

Convert and retain more customers

Convert and retain more customers

Move customers through
complex products, faster

Fintech
Amova Asset Management - GoalsGetter
Full HubSpot Migration

Get architectural clarity
before you commit