HubSpot CRM for Financial Services

Elite Solutions Partner Built for Financial Services.

We help scaling and enterprise financial services firms whose growth has outpaced their systems: multi-office wealth managers, broker-dealer networks, fintechs, lenders and payment companies. We design HubSpot around how they win and serve clients across advisors, loan officers, apps, partners and service teams.

As a SOC 2 Type II compliant HubSpot Elite Solutions Partner, Campaign Creators delivers CRM for financial services that connects custom integrations to custodians, cores and Salesforce, protects regulated fields with Sensitive Data properties, and supports your archive and review process. Our technology consulting team maps which system owns each record before anything syncs, and our web design team builds accessible, reviewable pages on HubSpot's CMS. After launch, HubDesk keeps your financial CRM tuned as products, entities and rules change.

Sensitive Data & Compliance Controls.

Your clients' account numbers and tax IDs stay protected, and your compliance team can see exactly who touched them. We store regulated fields in HubSpot Sensitive Data properties on Enterprise, with field-level permissions, audit logs and PII redaction for details already sitting in notes and emails.

You get the documentation an RIA compliance review or FINRA compliant CRM evaluation asks for, plus property governance that keeps new fields inside the rules and AI readiness built on protected data.

Custodian, Core & CRM Integrations.

Your advisors, loan officers and service teams see balances, positions and application status on every client record, while your custodian, core, loan origination system or Salesforce org stays the system of record.

We map which system owns each field before anything syncs, set up the HubSpot Salesforce integration, prebuilt connectors or custom connections, and plan a Marketo to HubSpot migration when you're ready to retire legacy tools. Our integration framework keeps every sync tested, and the same field map helps you avoid duplicate records.

HubSpot Association Labels, Householding & Client Pipelines.

Your advisors walk into every meeting knowing the whole household: spouses, trusts, businesses and the CPA who made the referral. We set up householding, track centers of influence as referral partners, and build pipelines around your advisory or lending cycle.

Loan officer CRM views keep every application and broker in reach, business units governance keeps each brand's data separate, and our replatforming approach brings legacy records in with their history.

Compliant Marketing & Digital Onboarding.

Your campaigns reach clients at the moments that move assets and loans, and compliance reviews every send first. We build automated marketing for financial advisors, fintechs and lenders around life events and application stages, with archive capture and reporting tied to funded accounts.

New clients move from signup to funded account faster. We connect KYC software and digital account opening flows through API integrations, send HubSpot transactional email for account alerts, and hand off to lifecycle nurture once the KYC onboarding process ends.

Client Service & Help Desk Consolidation.

Your highest-value clients reach senior staff first, and every agent answers with the whole relationship in view. We move support from Zendesk or shared inboxes into Service Hub with ticket history intact, then route tickets by client value.

SLAs, a knowledge base and HubSpot's AI customer agent handle routine account questions while Sensitive Data settings protect attachments. Planning a Zendesk to HubSpot migration? Start with our Service Hub and Zendesk comparison and our guide to custom ticketing tools.