CRM Solutions for Financial Services & Consumer Finance
How Zippily Helps Financial Services & Consumer Finance Teams
Common Challenges we Solve
These are the pain points we see most often across brokers, lenders, advisers, and consumer finance teams:
FRAGMENTED TECH STACK - Multiple disconnected tools for lending, communications, compliance, and client management creating data silos across your team. Information gets trapped in each system, forcing manual updates and increasing the risk of errors or outdated records.
NO CLEAR REPORTING - Critical business insights buried in disconnected systems with no way to track pipeline health, conversion rates, or team performance. You're making decisions based on gut feel instead of real-time data because pulling a proper report takes hours.
POOR USER ADOPTION - Teams avoiding the CRM because the interface feels clunky or adds extra work instead of streamlining it. When your system fights against natural workflows, people find workarounds that undermine the whole setup.
NO SINGLE VIEW OF THE LEAD - Client details spread across lending platforms, email threads, support tickets, and spreadsheets with no unified profile. Your team wastes time switching between systems just to answer basic questions about where a client is in the process.
“Working with Zippily on our HubSpot optimisation has been a pleasure. They ’re extremely knowledgeable, proactive, and always willing to go above and beyond to make sure everything is working at its best. Their support has made a noticeable difference to how we use HubSpot day-to-day.”
Our Recommended Platform
Attio
A flexible CRM built for financial workflows
Attio gives finance teams a single place to track enquiries, manage client data, handle applications, and keep compliance steps consistent. By centralising conversations, documents, and tasks, Attio removes the guesswork and helps your team stay organised across the entire client journey.
Attio benefits for finance teams:
360 client view across lending, advisory, and support
Clear audit trails to support compliance requirements
Custom objects for loans, households, entities, and product types
Real-time reporting for pipelines and performance
Automated follow-ups and reminders so nothing stalls
Easy for advisers, brokers, and admin teams to adopt
Other platforms we like
PandaDoc
Quoting & Document Management
Perfect for brokers, lenders, and finance teams who need quick, accurate, compliant documents.
PandaDoc helps you:
Produce branded quotes, loan summaries, and agreements in minutes
See client engagement with open and signing alerts
Use built-in e-signatures without extra tools
Pull client and product data directly from your CRM
Trigger document creation at key pipeline stages
Sync signed documents straight back to Attio
Remove double-handling and manual data entry
Why it matters for finance teams:
It reduces admin, speeds up approvals, and creates a smooth flow from CRM to quote to signed agreement.
AirCall
VOIP & Communication Platform
Aircall helps you:
Automatically log and record calls inside the CRM
Route calls to the right adviser or broker instantly
Keep communication consistent across sales, admin, and servicing
Improve enquiry response times
Send SMS follow-ups directly from your CRM
Maintain a complete history of every client conversation
Why it matters for finance teams:
Every call is stored, searchable, and tied to the client record, making compliance and client servicing much easier.
The process.
Discovery Session
We get clear on your goals, your workflow gaps, and what “better” needs to look like.
1
2
Shadow Session
We watch how your team actually works so we can design a setup that fits your real day-to-day.
3
Full Platform Build
Attio, PandaDoc, Aircall, and your wider stack configured properly — clean, fast, and built for your team.
4
Review + Adjust
We walk through everything with you, refine the setup, and ensure it aligns with how your team operates.
5
Team Training
Short, practical workshops that get everyone confident using the tools from day one.
6
Ongoing Support (Optional)
A RevOps retainer for ongoing tweaks, improvements, and strategy so your system stays sharp.
Don’t See Your Exact Use Case?
We Can Still Help
Frequently Asked Questions.
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Zippily is a HubSpot Partner specialising in CRM implementation for financial services teams across New Zealand. That includes mapping your client workflows, designing pipelines that match how your advisers and relationship managers actually work, setting up automations, connecting tools like PandaDoc and communication platforms, and building dashboards so everyone has visibility across their book of business.
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Most financial services teams pair their HubSpot CRM with PandaDoc for proposals, agreements, and compliance documents, and a VOIP platform for call tracking and client communication. When these tools are connected through HubSpot, your leads, client records, documents, and calls all sit in one place instead of being scattered across multiple systems.
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For most financial services teams, HubSpot implementation takes 2–6 weeks depending on the number of workflows, compliance requirements, and tools we're connecting. Costs vary by scope, but we keep everything upfront and transparent so you're never left guessing.
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Yes. As a HubSpot Partner, Zippily runs tailored demos for financial services teams that show exactly how your client onboarding, pipeline management, and document workflows would look inside HubSpot — built around your specific processes, not a generic template.
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Financial services teams often struggle with scattered client data, slow follow-ups, manual compliance processes, and poor visibility across their pipeline. Zippily solves this through HubSpot implementation built around how your team already works — clear pipelines, automated client touchpoints, fast document workflows, and communication tracking that feeds straight into your CRM. Nothing overbuilt. Nothing confusing. Just a system your team can use from day one.