--- title: Our Work (Case Studies) description: Providing you with the systems, tools & training to take control of your business! --- [Skip to content](https://www.hatchforadvisers.com/case-studies#main-content) [![Hatch Logo](https://www.hatchforadvisers.com/hs-fs/hubfs/brand-logos/hatch-logo.png?width=1080&height=640&name=hatch-logo.png "Hatch Logo")](https://www.hatchforadvisers.com/) Search - [how advisers use hatch](https://www.hatchforadvisers.com/how-advisers-use-hatch) - [case studies](https://www.hatchforadvisers.com/case-studies) - [knowledge](https://www.hatchforadvisers.com/knowledge) - [support](https://www.hatchforadvisers.com/help-support) - [contact](https://www.hatchforadvisers.com/contact-us) - [how advisers use hatch](https://www.hatchforadvisers.com/how-advisers-use-hatch) - [case studies](https://www.hatchforadvisers.com/case-studies) - [knowledge](https://www.hatchforadvisers.com/knowledge) - [support](https://www.hatchforadvisers.com/help-support) - [contact](https://www.hatchforadvisers.com/contact-us) [Book a Demo](https://www.hatchforadvisers.com/#book_a_demo) ## Our Work Case Studies [![case-study-listing](https://www.hatchforadvisers.com/hs-fs/hubfs/case-study-listing.png?width=400&height=400&name=case-study-listing.png)](https://www.hatchforadvisers.com/case-study-smart-financial) ### [Smart Financial](https://www.hatchforadvisers.com/case-study-smart-financial) Company Size Six employees Location Manchester, UK Services Hatch website, Client communications, Opportunity management [View Case Study](https://www.hatchforadvisers.com/case-study-smart-financial) [![business-a](https://www.hatchforadvisers.com/hs-fs/hubfs/business-a.png?height=2000&name=business-a.png)](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-a) ### [Company A](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-a) 7 advisers, 2 paraplanners and 4 support staff. Empowering sales performance with Hatch’s sales tools. [View Case Study](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-a) [![business-b](https://www.hatchforadvisers.com/hs-fs/hubfs/business-b.png?height=2000&name=business-b.png)](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-b) ### [Company B](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-b) 3 advisers and 5 support staff. Mastering the client experience with HubSpot’s marketing tools. [View Case Study](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-b) [![business-c](https://www.hatchforadvisers.com/hs-fs/hubfs/business-c.png?width=1941&height=1917&name=business-c.png)](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-c) ### [Company C](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-c) 17 advisers, a BDM and 26 support staff. Achieving Sales and Marketing Alignment. [View Case Study](https://www.hatchforadvisers.com/how-advisers-use-hatch#case-study-c) - [Privacy policy](https://www.hatchforadvisers.com/privacy-policy) © 2026 All rights reserved. Site developed by [ClientsFirst](https://www.clients-first.co.uk/)