How SAGE Empowered FINQ to Generate Leads and Opportunities Utilizing HubSpot
FINQ is a pioneering Fintech company revolutionizing the investment industry by making it accessible and manageable for everyone. Utilizing an AI-driven platform, FINQ offers personalized investment, insurance, and savings solutions tailored to individual needs. Unlike conventional platforms, FINQ not only compares financial products but also proactively manages and optimizes investment portfolios to empower consumers with control and maximize their financial outcomes.
Goals
- Implement a user-friendly CRM and marketing automation platform.
- Achieve quick onboarding for a U.S. market campaign.
- Obtain robust analytics for precise tracking and ROI measurement.
- Enhance lead generation and conversion rates.
- Scale solutions to accommodate growth and evolving business needs.
Challenge
- FINQ faced several challenges in their marketing operations, including the need for a unified CRM and marketing automation platform to centralize their efforts and streamline processes.
- The existing disparate data sources and inconsistent formatting hindered effective marketing strategies and personalized customer communication.
- Additionally, FINQ required a solution that could rapidly scale to meet their aggressive growth plans and upcoming market expansions.
Solution
- SAGE Marketing adeptly harnessed HubSpot Marketing Hub Professional to streamline FINQ’s marketing strategies, enhancing CRM and marketing automation capabilities.
- This included customized workflows for effective lead nurturing and targeted email marketing campaigns, and optimizing personalized customer interactions.
- Our HubSpot team created responsive emails and high-converting landing page templates, coupled with visually appealing blog designs that significantly elevated user engagement.
- We also collaborated closely with FINQ’s developers on custom API integration, ensuring seamless system functionality and enhancing the overall marketing impact.
Our Role
To achieve these goals, we took the following actions:
- Customized and configured the HubSpot platform to align with FINQ’s specific needs.
- Integrated HubSpot with existing systems for seamless data consistency and workflow automation.
- Conducted comprehensive user training and onboarding to maximize platform proficiency.
- Supported campaign setups and optimizations within HubSpot to ensure effective lead nurturing and conversion.
- Provided ongoing support and maintenance to facilitate continuous improvement and address emerging needs.
Results
- Streamlined marketing operations and improved overall efficiency.
- Increased customer engagement through personalized and targeted marketing strategies.
- Enhanced data management, leading to more accurate customer insights and better-targeted campaigns.
- Achieved significant improvements in lead generation and conversion rates.
- Successfully scaled marketing solutions to support growth and adapt to changing market conditions.
- FINQ extended their partnership with additional services, underscoring their satisfaction and confidence in the provided solutions.
About SAGE Marketing
SAGE Marketing, a top global agency, empowers B2B Tech firms to achieve marketing objectives and accelerate growth. We offer CMO-as-a-Service, encompassing strategic planning, branding, digital marketing, content.
