List of HubSpot for Financial Services Customers
Cambridge, 2141, MA,
United States
Since 2010, our global team of researchers has been studying HubSpot for Financial Services customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased HubSpot for Financial Services for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using HubSpot for Financial Services for CRM and Investor Relationship Management include: Nqm Funding, a United States based Banking and Financial Services organisation with 300 employees and revenues of $150.0 million, Iex, a United States based Banking and Financial Services organisation with 200 employees and revenues of $77.0 million, Agicap, a France based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using HubSpot for Financial Services, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The HubSpot for Financial Services customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Agicap | Banking and Financial Services | 200 | $30M | France | HubSpot | HubSpot for Financial Services | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Agicap deployed HubSpot for Financial Services as its single platform for marketing, sales and customer data across France and international markets. The deployment consolidated workflows previously managed in spreadsheets and fragmented tools and was positioned within Agicap's CRM and Investor Relationship Management strategy.
Core deliverables included HubSpot Marketing Hub, Sales Hub Enterprise, and Operations Hub, configured for marketing automation, lead capture and qualification, enterprise sales pipeline management, and data operations. Sales Hub Enterprise implementations emphasized deal stage orchestration, advanced sales automation and standardized contact and account records. Operations Hub work focused on data hygiene, synchronization and workflow automation to maintain a unified customer dataset.
The implementation completed a core setup phase in under three months, then expanded across commercial and marketing functions. Operational coverage targeted sales teams and marketing across France and international markets, creating a single source of customer truth for demand generation and account management. Integrations focused on consolidating customer data flows rather than specific third party systems, centralizing contact, company and deal records within HubSpot for Financial Services.
Governance leaned on standardized lead qualification and adoption programs to drive consistent CRM usage across the organization. Outcomes reported include 2x monthly MQLs and roughly 6x growth in monthly recurring revenue within a year, together with broad CRM adoption across sales teams. The implementation reflects a consolidated CRM and Investor Relationship Management platform approach for Agicap and HubSpot for Financial Services.
|
 |
Iex | Banking and Financial Services | 200 | $77M | United States | HubSpot | HubSpot for Financial Services | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, IEX Group implemented HubSpot for Financial Services, deploying the full HubSpot CRM platform including Sales Hub, Marketing Hub, Service Hub, and Content Hub. The deployment targeted alignment of sales and marketing across its Exchange and new technology businesses in the United States, with the primary objective of unifying lead attribution and customer lifecycle visibility.
The platform functions as IEX Group's CRM and Investor Relationship Management system, centralizing contact and account records, deal pipelines, marketing automation, service tickets, and content management. HubSpot for Financial Services was configured to support lead scoring, multi touch attribution, email automation, and service workflows to standardize GTM execution across business units.
Operational coverage included sales, marketing, and customer service teams across the Exchange and technology divisions, providing a consolidated view of customer journeys and unified lead attribution. Governance introduced standardized pipeline stages, shared reporting definitions, and cross functional processes for lead qualification and handoff to enforce consistent CRM usage.
The implementation delivered a 50% increase in leads for one offering and a 300% increase in ICP leads for one offering, and provided a consolidated view of customer journeys for improved GTM performance. These outcomes were reported as part of the 2022 deployment.
|
 |
Nqm Funding | Banking and Financial Services | 300 | $150M | United States | HubSpot | HubSpot for Financial Services | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Nqm Funding implemented HubSpot for Financial Services, a CRM and Investor Relationship Management solution to centralize broker relationship management. The deployment combined HubSpot Marketing Hub, Sales Hub, and Operations Hub and integrated with Nqm Funding's loan origination system to automate outreach and synchronize pipeline data across the United States.
Configuration centered on lead ingestion, broker segmentation, activity tracking, automated nurture sequences, and operational data synchronization between the loan origination system and the CRM. Sales Hub configurations mapped broker introduced loan workflows to deal stages and activity timelines, while Operations Hub was used to automate task routing and data transformation to support funding operations.
The integration with the loan origination system created a single source of broker truth and enabled visibility from broker referral through funding. Operational coverage spanned sales, marketing, and operations teams nationwide, with centralized broker contact records supporting multi channel outreach and standardized activity logging for broker relationship management.
Governance emphasized centralized CRM ownership and sales team adoption, achieving 100% CRM adoption among sales teams. Outcomes reported by the firm include scaling engaged broker contacts from approximately 5,000 to 50,000 and supporting growth to a national lender with $4B in annual funding.
|
Buyer Intent: Companies Evaluating HubSpot for Financial Services
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||