How SAGE Empowered FINQ to Generate Leads and Opportunities Utilizing HubSpot

Contact us
Contact us

Company

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.

open website

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:

  • 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.

What the client
had to say

We had to do a quick setup due to a tight schedule. SAGE’s HubSpot team was very professional, and fast to work with. They helped us customize HubSpot to our needs and our subscription plan, and creatively think of workarounds to match our business needs. I’m very happy with how things turned out.

Einav Maya CMO FinQ

We are expecting you.

Meet our team, let’s work together!

Contact us

More Success Stories

Wanna hear what we can do for your company?

Come closer! What did you say your name was?

We’ll get back
to you soon
asap