It is no news that the FinTech sector is undergoing a real revolution, and with this comes new challenges and new ways of dealing with these challenges, which can often be solved mainly with the use of new tools, such as HubSpot's CRM, which provides workflow automation solutions and the integration of its marketing, sales and customer service actions.
Its workflow automation solutions and the integration of its marketing, sales and customer service actions make it possible to achieve sustainable growth and reduce time and inaccuracies in customer management for companies. But this is just the tip of the iceberg.
Read on and discover all the solutions that HubSpot can provide for FinTech companies.
HubSpot helps financial services organisations of all types, from financial technology (FinTech) startups to leading financial institutions. Its core solutions focus on streamlining processes, delivering customer communications that inspire trust, and scaling business with ease. Here are some of the areas within the FinTech sector where HubSpot offers solutions:
Smarter, faster, and better is the key to staying on top of financial services, and that's what HubSpot delivers: smarter features, faster performance, and better results, thanks to special features tailored to meet the unique needs of this sector.
Custom objects
You can create custom objects to track information specific to your business. Easily sort, automate and report on the data associated with custom objects directly from HubSpot.
Conversations
Unify your channels and teams with a universal inbox - a central place to view, manage and respond to all conversations coming in from live chat, bots or team email aliases.
Meetings
Save time on email conversations by negotiating availability. Leverage and use links to personal, team or group meetings so customers can schedule a meeting at a time that suits everyone.
Marketing Hub is a software that primarily helps to implement a more impactful and scalable strategy. Thanks to automations and data segmentation, it can make communications much more personalised and precise. In addition, this Hub is especially useful for tracking the overall effectiveness of marketing spend.
The most useful tools for FinTech companies can be:
From a sales perspective, Sales Hub, HubSpot's CRM and automation tools are incredibly useful for developing a healthy and efficient sales process. Automation allows you to update sales opportunities, attribution and onboarding.
For FinTech companies, delivering outstanding customer service is a priority. With Service Hub, you can not only offer a faster service, but a much more personalised and automated one.
In this way, FinTech companies can replace huge amounts of manual work, thereby reducing time spent and eliminating inaccuracies, thanks to the automation of various associated workflows.