HubSpot

HubSpot offers marketing, sales, and service software that can be customized for financial services and banking applications.

Is this your company?

Email: sales@hubspot.com

Phone: +1-888-482-7768

Web: https://www.hubspot.com/

products

• HubSpot Marketing Hub
  All-in-one marketing automation platform with email marketing, lead capture forms, landing pages, content creation tools, and analytics. Financial services features include compliant workflows, lead scoring for investor qualification, and automated nurture campaigns for fund marketing.
  
• HubSpot Sales Hub
  Includes email tracking, meeting scheduling, pipeline management, and reporting capabilities which help sales teams in fund management increase productivity and revenue.
  
• HubSpot CRM
  CRM platform with contact management, deal tracking, pipeline visualization, and email integration. The platform can be customized for venture capital deal tracking and relationship management with automation features that help maintain founder relationships.
  
• HubSpot Service Hub
  Ticketing system, live chat, knowledge base, customer feedback surveys, reporting dashboard, automation tools, and integration with CRM data to provide full context on client relationships.