HubSpot and Email Marketing Services for Financial Service Firms
Capture leads, nurture prospects and share content with your audience more effectively. Intention.ly handles end-to-end HubSpot implementation and ongoing marketing automation for fintech and financial services firms.
Interested in scaling your firm’s marketing operations?
Schedule a free consultation with our team today.
Intention.ly Earns Exclusive Spot on HubSpot Partner Advisory Council
“Not only has Intention.ly showcased the HubSpot expertise required to successfully serve our joint clients by tiering to Platinum, they have also emerged as leaders by being selected to join the 2024 Partner Advisory Council - a group made up of ‘expert solutions partners - [tasked to help] shape the solutions partner program,” said Angela O’Dowd, VP, Solutions Partner Program at HubSpot.
See what our clients are saying
MAP Implementation
Intention.ly has done a solid job of assisting us in our transition to HubSpot for our MAP. They have also been able to provide us with answers to all of our questions, and if they don't have an answer out-the-gate, I am confident that they will find one. They have also been very timely and are always willing to provide additional context when/where needed.
Smooth onboarding
We had a great experience working with Intention.ly to implement HubSpot. The team stuck to the timeline all the way through, showed true organization when setting up a plan, and were eager to take on any action items/tackle any questions we may have had across the board related to HubSpot.
Maximize Your HubSpot Investment with Intention.ly
Take advantage of everything HubSpot has to offer while we handle configuration, customization, migration, and training.
When implemented and used properly, HubSpot can help you manage the full client lifecycle, from prospecting to sales to customer service. Our team of experts guides your firm through purchasing, integration, customization, and ongoing optimization so you can take full advantage of the benefits from day 1.
Evaluation & Purchasing
- Conducting a needs assessment to align your goals with the right HubSpot package
- Analyzing current marketing and sales strategies to offer optimization recommendations
- Developing an implementation plan
Integration & Data Migration
- Migrating existing contact data and CRM records to HubSpot
- Conducting testing to ensure all historical data is successfully transferred
- Integrating HubSpot with existing software solutions, including analytics platforms and third-party applications
Customization & Lead Gen
- Customizing CRM fields, lead scoring and pipeline stages
- Building lists, lifecycle stages, lead scoring, forms, and automations for capturing and nurturing leads
- Streamlining the flow of leads between marketing and sales
Email Templates & Workflows
- Creation of brand-centric and engaging templates, utilizing email marketing best practices
- Development of workflows leveraging HubSpot's powerful automations to streamline business, nurture prospects, and free up your team's time
Analytics & Reporting
- Configuring HubSpot’s reporting dashboards to track KPIs such as web traffic, marketing funnel metrics, and email engagement
- Developing a framework and templates for analyzing data to gain insights and make data driven decisions
Training & Optimization
- Best practice resources for your team on HubSpot’s features and functionality
- Hands-on training sessions to help staff maximize Hubspot’s capabilities
- Ongoing support and guidance for up to 30 days post-implementation
Pricing
Implementation and onboarding costs customized to your firm’s revenue goals.
Foundational
One-time cost of
$5,000
Our foundational HubSpot package is ideal for firms with CRM knowledge or prefer to manage the setup themselves. It includes basic setup and configuration, tailored training, and initial customizations such as brand integration and form recreation. This package ensures you are optimizing your HubSpot environment for seamless marketing and sales operations from the start.
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Expanding
Flat Fee of
$15,000
Our most popular package for firms who are expanding their marketing and lead gen, or migrating from another CRM. This level offers data migration, advanced segmentation and email nurture set up, and custom dashboards. It also includes customized lead scoring and detailed ad account configuration, ensuring a fully tailored and seamless HubSpot experience for your firm.
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Growth
Custom Scope at
$25,000
Our top tier HubSpot implementation package is for firms that are seeking aggressive growth by leveraging 3 or more of HubSpot's Platforms. We offer a customized scope that aligns with your firm's revenue goals and marketing objectives with a partner that understands the unique nuances of the business, and will set your firm up for success.
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