The business
CFI Credit Financier Invest is a prominent financial institution specialising in credit and investment services. Their diverse range of financial solutions equips clients across the globe with essential tools for credit management and investment strategies. Through their comprehensive approach, CFI empowers individuals and businesses to navigate the complexities of finance with confidence and expertise.
The challenge
CFI needed a unified and expandable interface to connect all their systems seamlessly. With a complex tech stack including a bespoke trading platform, custom CRM, mobile app and specific KYC requirements, their primary challenge was selecting the right platform for their needs. This is when our HubSpot experts came on board.
The solution
Navigating the complexities of CFI's needs required a comprehensive solution that utilised the full potential of the HubSpot platform:
- Pre-sale expertise: Involving a team of experts, including technical architects, implementation specialists, HubSpot solution engineers, and other technical team members, our approach left no stone unturned. Leveraging a full spectrum of expertise, we designed a tailored solution to address CFI's unique and intricate challenges.
- Custom use cases: To truly showcase HubSpot’s ability to handle complexity, we created detailed use cases on our demo portal. These real-world scenarios allowed CFI to witness first-hand how the platform could seamlessly address their specific requirements.
- Technical workshops: We organised a series of eight bespoke workshops, where we collaborated closely with CFI to meticulously plan and customise our integration solution to precisely meet their needs.
The result
Our efforts resulted in a range of positive outcomes, delivering significant long-term value for CFI:
- On-track delivery: The entire integration project has been a time-efficient success, with a projected completion date of December 2023. Our tight project management ensured structure every step of the way, avoiding any delays.
- Team empowerment: We conducted comprehensive HubSpot training sessions for CFI's team, equipping them to successfully manage the integrated platform day-to-day and harness its capabilities to their maximum potential.
- Quick wins: By delivering efficient speed without compromising on quality, we quickly demonstrated the tangible benefits our HubSpot integration would provide. This reinforced our commitment to achieving long-term results for CFI.
- High customer satisfaction: Our services received a post-engagement Net Promoter Score (NPS) of 9/10, reflecting the impressive level of satisfaction experienced by CFI.
Speak with a certified expert about your HubSpot requirements.
Our goal is to help businesses like yours grow and succeed. We understand the importance of having a reliable and effective marketing, sales, and customer service platform. That's why we are dedicated to providing you with the best possible support and guidance.
Simply fill out the form on this page to request a call with one of our HubSpot specialists. Our team will reach out to you shortly to schedule a time that works best for you.
Alternatively, you can speak with one of the team today on T: +44 121 725 3966.
