HubSpot Portal Audit for FintechOS

FintechOS was using HubSpot for both marketing and sales. However, not all tools were set up correctly and some certifications were missing. To make sure the CRM brings desired results, FintechOS needed an in-depth HubSpot audit and clear recommendations.

FintechOS operates in 20+ international markets with offices in London, Amsterdam, Vienna, Copenhagen, and Bucharest. Its key accounts are Retail banking, SME banking, and Insurance companies looking for highly personalized financial solutions to integrate their systems of record, systems of engagement, and systems of intelligence.

To understand the impact of marketing and sales efforts on the engagement of target accounts, FintechOS needed to optimize its usage of HubSpot Sales and Marketing Hubs. MAN Digital had to see which tools were not in use, identify knowledge and setup gaps, and build a routine that would empower FintechOS’s international team to make data-based predictions and use HubSpot to drive growth.

We started with analyzing HubSpot tools engagement (Marketing and Sales Hubs) in the last 90 days. Then, we moved on to traffic analytics for a 6-month period and made recommendations to FintechOS’s content strategy. We then looked into conversion analytics with a breakdown into different kinds of pages. Finally, we dived into revenue analytics with a focus on target accounts. By looking at all of this data, we were able to identify quick wins and provide benchmarks for growth.

Following the initial audit, the FintechOS team completed missing HubSpot certificates, which complemented their usage of tools with the necessary knowledge. Once the gaps in tool usage were addressed and a new routine was built, FintechOS had both the tools and the expertise to use the HubSpot ecosystem’s many features to deepen the engagement with target accounts.