Skip to content

Case Study

Smart Financial

Smart Financial, a leading financial planning firm based in the UK, encountered significant digital challenges affecting their business efficiency. They grappled with the complexities of assessing marketing return on investment (ROI), tracking lead sources and delivering compelling, personalised, client communication.

These challenges prompted a collaboration with us, to introduce and implement the Hatch platform into their business, seamlessly integrating with HubSpot (a global leader in the CRM software space) to address their challenges.

Smart Financial Case Study

Proposition

Financial Planning

Company Size

Six employees

Location

Manchester, UK

Services

  • Hatch website
  • Client communications
  • Opportunity management

Technology

  • HubSpot CRM and CMS
  • Intellifo integration
  • Reporting dashboards

Collaborating since

2018

The Challenges:

Smart Financial faced two core challenges that were hindering their growth and efficiency:

Insufficient Reporting

The firm struggled to obtain accurate, real-time information that provided insights into marketing ROI, lead sources and conversion rates. This lack of data-driven decision-making hampered their ability to plan and focus on the right activities to improve growth.

Communication Gaps

Inefficient tools for communicating with prospects and clients were a bottleneck, resulting in missed opportunities and a suboptimal client experience.

The Solutions

With a deep understanding of financial planning firms and their requirements to stay competitive and efficient, the team at ClientsFirst helped Smart Financial embrace digital transformation through harnessing the power of the Hatch platform and HubSpot to revamp their approach, streamline new business operations and enhance their digital strategies.

Comprehensive Reporting

The implementation of HubSpot's analytics dashboard gave Smart Financial real-time access to valuable metrics. They could now effectively monitor marketing campaigns, track ROI, lead sources and conversion rates, making their decision-making more data-driven and effective.

Unified Platform

Leveraging HubSpot's all-in-one capabilities, Smart Financial streamlined their communications, marketing campaigns, and website management under one umbrella. This not only reduced operational complexity but also provided a unified view of their digital efforts.

Enhanced Communication

HubSpot's email marketing tool was deployed to streamline communication. Automated workflows ensured timely and relevant interactions with prospects and clients, fostering trust and maximising engagement.

The Solutions:

Smart Financial's journey towards digital excellence unfolded with remarkable results

Smart Financial Solutions

Improved Metrics

Within just six months, the financial planning firm experienced a 40% increase in marketing ROI and a substantial 30% boost in conversion rates, owing to the newfound clarity in their key metrics.

40%

increase in marketing ROI

Steve Martin, Managing Director at Smart Financial

Hatch is making a massive difference, the ability to design and plan our marketing and engagement. It's intuitive in a way that no other system is and is allowing us to access some of the opportunities that AI is creating.

Being able to use a system which is designed to help you attract and manage your prospect and pipeline rather than try to use part of another system that has been crowbarred in making a huge difference to our budgeting and planning. We are only scratching the surface of what will be possible with Hatch.

Steve Martin
Managing Director at Smart Financial

In Summary

Smart Financial's strategic partnership with ClientsFirst and the implementation of Hatch via HubSpot have empowered them to thrive, improving metrics, streamlining their operations and delivering exceptional results across the business. This digital transformation has positioned them for growth and reinforced their standing as an exceptional financial planning firm.

30%

boost in conversion rates