Industry | Financial & Fintech
Build a CRM system you can trust across data, reporting, and compliance
Financial services and fintech companies don’t just need CRM systems that work. They need systems that are structured, reliable, and aligned with how the business operates, with clear visibility across the full customer lifecycle.
The challenge
HubSpot often ends up underutilised or misaligned with the operational, compliance, and reporting needs of fintech and financial services companies. As teams grow, systems become fragmented across sales, operations, and customer management, while customer data becomes inconsistent or incomplete. Reporting lacks reliability, manual processes emerge to support oversight and compliance, and the CRM no longer reflects how the business actually operates.
In practice, this creates operational risk and limits visibility across the full customer lifecycle. Teams struggle to maintain consistent processes, produce reliable reports, and manage customer relationships efficiently, while disconnected systems make it harder to scale with confidence.
How Growth London helps
We structure HubSpot to support how your business actually operates, with a strong focus on data quality, process consistency, and reliable reporting. Our goal is to create a CRM system that supports growth while maintaining control across teams and operations.
This includes designing structured lifecycle stages and pipelines, improving data governance and consistency, aligning CRM processes across departments, and enabling reliable, auditable reporting. We also support onboarding and customer management workflows, alongside integrations with finance, product, and operational systems where required.
See our services
A well-implemented HubSpot platform becomes the foundation for how your teams operate. Getting the structure right avoids rework, improves adoption, and ensures your data and reporting can be trusted.
Case studies
Explore examples of how we’ve helped businesses in your industry.
Financial & Fintech
Seamless CRM migration and optimisation for Kuba
Kuba provides payment and ticketing solutions to the public transport and mobility sectors. Its scalable, account-based ticketing systems deliver card, contactless and mobile payme...
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Financial & Fintech
HubSpot RevOps optimisation and revenue reporting for Weavr
Weavr is a London-based embedded finance fintech helping software companies integrate financial services into their products. With complex commercial models, long sales cycles and ...
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Complete CRM and Website overhaul for Fund Recs
Fund Recs is a leading SaaS provider of reconciliation software for the global funds industry. Before we engaged, HubSpot was used mainly as a contact database and simple pipeline ...
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Financial & Fintech
Transforming revenue reporting and forecasting at Yonda
Yonda Tax is a global tax compliance platform helping businesses manage sales tax, VAT, and GST obligations across multiple jurisdictions. Its solution automates registration, fili...
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Financial & Fintech
Clear Junction onboarding for Sales, Marketing and Service Hub
Clear Junction is a leading global payments solutions provider established in 2016. The company was founded by a veteran team of financial professionals with many years of experien...
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Clear Junction onboarding for Sales, Marketing and Service Hub
Clear Junction is a leading global payments solutions provider established in 2016. The company was founded by a veteran team of financial professionals with many years of experience in cross-border payments and banking. Clear Junction serves 100+ countries whilst processing more than €50bn annually in a highly regulated market. Clear Junction had purchased HubSpot CRM and begun the process of DIY/self-onboarding before realising that things weren't going to plan and that they required expert support to ensure optimised setup, ROI, and adoption.
Growth London stepped in to configure Clear Junction's CRM setup to match their unique target audience and sales processes. In addition, we ensured legacy data was correctly migrated to HubSpot whilst retaining important context. After a successful onboarding for sales and marketing, Growth London was later engaged to set up Service Hub bringing the customer support function into the same CRM.
Financial & Fintech
HubSpot Marketing & Sales Hub implementation for Littlepay
Littlepay is a modular payments platform built for transit. The company works with over 250 transport and mobility providers worldwide, powering payments on local buses, city netwo...
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HubSpot Marketing & Sales Hub implementation for Littlepay
Littlepay is a modular payments platform built for transit. The company works with over 250 transport and mobility providers worldwide, powering payments on local buses, city networks and national public transport systems.
Growth London helped implement HubSpot Marketing Hub Pro along with marketing automation.
We integrated with their new website and Pipedrive CRM to ensure quality inbound lead flow to the sales teams. We built comprehensive reporting to enable data-driven decision-making for the stakeholders.
Update: in 2024 we were re-engaged to bring the sales function into HubSpot migrating them from Pipedrive to Sales Hub Pro.
Financial & Fintech
HubSpot CRM Suite implementation and onboarding for Huggg
Huggg makes it easy for companies to gift clients and teams at scale with just a few clicks. With Huggg's solution, an otherwise troublesome gifting process becomes effortless. The...
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HubSpot CRM Suite implementation and onboarding for Huggg
Huggg makes it easy for companies to gift clients and teams at scale with just a few clicks. With Huggg's solution, an otherwise troublesome gifting process becomes effortless. The company has experienced phenomenal growth and is a shining example of tech-for-good.
Growth London was selected to provide partner-led onboarding at the very start of Huggg's CRM journey. Our focus was on getting the foundations right for growth and building powerful automation workflows to ensure marketing and sales alignment. We also built comprehensive reporting for management and teams.
Financial & Fintech
Pixie's HubSpot CRM optimisation and website rebuild
Pixie provides accounting firms with everything they need to manage and grow their practice in one simple, flexible practice management tool. Growth London provided CRM optimisatio...
Read case studyPixie's HubSpot CRM optimisation and website rebuild
Pixie provides accounting firms with everything they need to manage and grow their practice in one simple, flexible practice management tool.
Growth London provided CRM optimisation and marketing automation setup in HubSpot Marketing Hub & Sales Pro.
In addition, we helped Pixie to re-platform from Webflow to HubSpot CMS. The platform change allowed Pixie to utilise HubSpot’s dynamic pages and HubDB, the relational database within the HubSpot CMS.
Financial & Fintech
CRM alignment and HubSpot support for Vix Technology
Vix Technology is a global leader in intelligent transport systems, delivering innovative fare collection and transit solutions for cities around the world. Growth London was intro...
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CRM alignment and HubSpot support for Vix Technology
Vix Technology is a global leader in intelligent transport systems, delivering innovative fare collection and transit solutions for cities around the world. Growth London was introduced to the group through its sister company, Kuba, after successfully delivering a full HubSpot implementation and onboarding for their sales and marketing teams. Building on this success, our work expanded to include aligning Vix’s HubSpot CRM setup with Kuba’s to improve visibility across pipelines and unify management reporting across the group.
We have since provided ongoing support to the Vix marketing team, assisting with HubSpot CMS setup, campaign management, and performance reporting. Our work has included the creation of new blog and landing page templates, enhanced email validation processes, and participation in their transition to HubSpot’s Enterprise Suite. Vix now benefits from a more integrated CRM environment that supports both operational efficiency and scalable global marketing.
How financial services companies should use HubSpot
By defining clear data structures, enforcing consistency through processes and automation, and regularly maintaining and validating data.
HubSpot can support structured processes and auditability, but it requires careful setup of data, workflows, and reporting to align with internal and regulatory requirements.
Because systems are often not aligned with the complexity of data, processes, and reporting required to operate at scale.
Build a system you can rely on
As fintech and financial services companies grow, systems become more complex and harder to manage. When HubSpot is structured properly, it provides clarity, control, and visibility. When it isn’t, it creates risk and inefficiency. We help you fix that.