HubSpot Portal Audit for FintechOS

One audit, quick wins, and a trained team—so FintechOS can use HubSpot the right way and deepen engagement with target accounts.

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“Their ability to provide a fast turnaround time, high quality, and fast support was outstanding.”

Daniel Pirciu

CRO, FintechOS

Reporting

showing marketing impact on the account level

Conversion assets

new landing pages + newsletter

Funnel

optimization with recommendations

Situation

FintechOS is a global fintech platform for banks and insurers. They were using HubSpot for Marketing and Sales.

Problem

The team couldn’t see the real impact of their marketing activities on target accounts because parts of the portal were misconfigured, and there was no clear funnel measurement.

Solution

We looked at how FintechOS used HubSpot tools, identified the gaps, and set the benchmarks for the new way to use the CRM to drive engagement of best-fit accounts.

Benefit

Target-account reporting in HubSpot is now clear; new landing pages and a newsletter capture demand; benchmarks and a monthly review cadence drive ongoing improvements.

The Situation

FintechOS provides technology for the digital transformation of banks and insurers across 20+ markets (offices in London, Amsterdam, Vienna, Copenhagen, Bucharest). The team was already using HubSpot for Marketing and Sales and wanted to apply the ecosystem to its full potential.

The Problem

Without a thorough review of how HubSpot tools were configured and utilised, it was challenging to understand the impact of marketing and sales efforts on engagement within target accounts. The team needed an audit, data-driven recommendations, and a working routine to guide next steps.

Our Solution

1) Platform & process:

We audited the HubSpot portal end-to-end, fixed setup gaps, and shipped quick wins—new landing pages and a newsletter—so Marketing and Sales could run in one place.

2) Operating model:

We documented funnel issues and set growth benchmarks with a simple routine for how the team executes campaigns and follow-ups, supported by ongoing consulting.

3) Data & reporting:

We analyzed:

tool engagement (90 days),
traffic (6 months) with content recommendations,
conversion by page type,
revenue with a target-accounts focus to give clear, account-level views.

4) Team alignment:

We provided HubSpot management and ongoing consulting so the team could apply the recommendations and keep improving against the benchmarks.

Business Impact

Buyer-journey clarity for target accounts: Funnel, conversion, and revenue views tied to account engagement.

Faster execution: Live landing pages and a newsletter program to capture and nurture demand.

Continuous improvement: Benchmarks and ongoing consulting establish a cadence for measurable gains inside HubSpot.