Financial services
HubSpot for finance, minus the compliance headache
Advisers, brokers and lenders need pipelines that move fast and records that stand up to scrutiny. HubSpot does both — configured properly.
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The problems financial services teams keep running into
Compliance slows everything
Every touchpoint needs a record, so the team double-enters everything — once for the client, once for the auditor.
Referrals fall through cracks
Your best leads arrive by word of mouth and get tracked by memory. Some of them stay tracked by memory.
Long cycles, short attention
Finance decisions take months. Without structured nurture, you’re forgotten by decision day.
How we fix it
Fast pipelines, clean records
We build pipelines around your advice or lending process, with record-keeping baked in rather than bolted on — activity logged automatically, documents attached to the deal, and nurture that keeps you present through a long decision. Novated Lease Australia runs its whole marketing function through HubSpot with us on retainer.
- Pipelines matched to your advice process
- Automatic activity and document records
- Referral tracking that isn’t memory
Financial services
20 Hours
Making life easier (and speedier) with marketing automation
Specialist HubSpot support each month
Read the Novated Lease Australia story →
They're the best in terms of reliability and ease. We can always count on them to help us deliver and execute on what the business needs. They make me and my team look good.
Priya Kanniappan
CMO · Novated Lease Australia
Financial services, answered
What is the best CRM for financial services firms?
HubSpot can be a strong CRM option for financial services firms that need a centralised view of clients, companies, communications and opportunities. With the right configuration, it can support structured workflows, reporting, permissions and data governance while giving teams a more practical way to manage client relationships.
Can HubSpot be used by financial services companies in New Zealand?
Yes. HubSpot can be configured for New Zealand financial services businesses, including firms that need structured client records, controlled processes, reporting and integrations with their existing technology. The important part is designing the CRM around the firm's processes and governance requirements rather than relying on an out-of-the-box setup.
How can HubSpot help financial services firms manage compliance and reporting?
HubSpot can help create more consistent and auditable processes through structured records, permissions, workflows, activity tracking and reporting. It shouldn't be treated as a substitute for professional compliance advice, but a well-designed HubSpot implementation can give financial services teams better visibility and control over how information and processes are managed.
Want a CRM your auditor would approve of?
A free 30-minute chat about your pipeline and your record-keeping — no pitch, no jargon.
Book your free chat