Trusted by fintech teams at
Five fintech verticals. Five distinct CRM architectures.
A neobank's CRM is not a lending platform's CRM. Each sub-vertical gets a dedicated architecture, workflows, and compliance playbook tailored to its growth motion.
Payments & PSPs
Loan origination pipelines built for compliance-first lending.
We architect HubSpot for lending platforms from borrower acquisition through KYC verification, credit decisioning, and loan servicing. Includes BNPL, invoice factoring, mortgage tech, and revenue-based financing.
- Loan pipeline with compliance gates
- Borrower nurture sequences
- LOS integration (Encompass, nCino)
- KYC document verification at deal stage
- Referral partner attribution
Lending & BNPL
Signup-to-activation CRM for product-led digital banks.
Neobanks live and die on activation rates. We architect HubSpot to track every step from signup through first deposit, first transaction, and ongoing engagement with PQL scoring tied to real product behavior.
- Signup → activation onboarding flows
- Product-qualified lead (PQL) scoring
- Churn prediction with behavioral signals
- Core banking API integration
- Deposit growth campaigns
Neobanks
Merchant onboarding and partner channel CRM for payment companies.
Payment companies manage two-sided relationships merchants and partners. We architect HubSpot to handle merchant onboarding pipelines, partner attribution, cross-border compliance, and PCI-DSS considerations.
- Merchant onboarding pipeline
- Partner/broker channel management
- API partner ecosystem tracking
- Cross-border/remittance segmentation
- PCI-DSS alignment in CRM
WealthTech & Trading
Investor lifecycle and compliance-first CRM for trading platforms.
Trading platforms, robo-advisors, and investment apps need CRM that handles investor onboarding, portfolio-update campaigns, FINRA/SEC/SEBI compliance comms, and cross-sell from trading into banking and credit.
- Investor onboarding & segmentation
- Portfolio update campaign automation
- FINRA/SEC/SEBI compliance emails
- Robo-advisor engagement loops
- Cross-sell: trading → banking → credit
Insurtech
Policy lifecycle and renewal automation for digital insurance.
Insurtech companies lose revenue to silent churn — policies expire without a fight. We architect HubSpot to manage policy lifecycles, trigger renewal workflows, route claims, and predict churn before it happens.
- Policy renewal automation
- Claims ticketing & routing
- Cross-sell/upsell workflows
- Churn prediction for policies
- Usage-based insurance CRM architecture
Built around the fintech stack you already run.
HubSpot is the spine. Your fintech stack is the nervous system. We architect integrations as one coordinated system.
Signs your fintech CRM needs us.
If more than one of these is true, your CRM isn't broken it just wasn't built for what your company became.
KYC lives in spreadsheets, not your pipeline.
Compliance is bolted on, not built in. Every customer onboarded is audit risk.
Sales can't see buyer intent until a form fill.
A merchant compares your pricing 4 times. CRM logs nothing until they submit a form.
RevOps forecasts are off by 30–40%.
CRM holds names. Product holds behavior.Nothing speaks to anything else.
What the HubSpot fintech rebuild delivered in 8 weeks.
OneMetric rebuilt our whole CRM architecture in eight weeks. KYC at the deal stage, behavioral PQL scoring, Plaid wired into custom objects. Sales finally has signal. RevOps finally has truth.
42%
funded deal.
3.1X
across every account.
0
Down from 14.
What we've learned building, migrating, and scaling financial technology.
CRM for Fintech: Complete Guide to Lifecycle Stages &...
Fintech Website Conversion: Why Most Sites Plateau (and...
