Industries
For lenders, investment firms and financial services teams that win on relationships, referrals and how fast they follow up.
Financial services
Financial services firms rarely sell one thing to one kind of buyer. A single relationship can involve borrowers, investors, referral partners and advisors, often across several business lines. A standard HubSpot setup assumes a simpler path, so teams end up with contacts that don't say who they are to the firm, and pipelines that blur different products together.
Growth adds another layer. A new fund, entity or acquisition often brings its own portal or its own way of working, which splits the view of the client and creates operational chaos.
Signs you need this
How we approach it
Most of our financial services work starts with routing, follow-up and referrals.
Evaluate
Design
Roll out
What this means for AI
AI agents that qualify inquiries, draft follow-ups or flag stalled deals work from what's in HubSpot. If borrowers, investors and referral partners all look the same, the agent can't tell who it's dealing with or which relationship matters most.
Get contact roles, routing and history right first, and AI becomes useful for follow-up and prioritization without creating new work for your compliance team.
Project examples
Lead qualification and routing
A real estate investment firm hired its first sales team with no qualification process, no routing and no way to track opportunities. We built lead qualification, routing logic, contact segmentation and SOPs so the team could work from a defined process from the start.
Result 152% increase in engaged inbound leads in the first 3 months
Re-engagement and pipeline automation
A real estate lender had leads going quiet and deals waiting on manual updates. We built re-engagement for stalled leads and automated the pipeline steps the team repeated on every deal.
Result 39% additional revenue targeting closed-lost deals
Marketing operations
A national lender brought us in on the marketing side of HubSpot. The structure and site work we put in place for marketing also improved how the company shows up in search.
Cleanup to ongoing operations
An investment firm brought us in for a short engagement to clean up its HubSpot environment. Once the foundation was fixed, the team kept us on to run operations as the business changed.
Result Scalable operations for a fast-growing team
Fission's knowledge is so incredibly broad, and they are such an integrated part of our team, that I honestly do not know what we would do without them. Because of their strong and diverse skillset, we have been able to roll what would normally take multiple different agencies into just their business. They also go above and beyond to identify gaps and bring us suggestions we completely missed.
How to Work With Us
Both models give you access to the full range of services above. The difference is how we scope, schedule, and price the work.
Your ongoing operations partner. A dedicated team, proactive audits, and regular strategy calls. Scope evolves with the business.
Best for: Teams that need the role, not just the project.
See plansOn-demand access to the Fission team. Purchase a block of hours, submit work as needed, and get results with transparent pricing.
Best for: Teams with project-based needs or defined scope.
See pricingFAQ
Yes. Most of our financial services clients are lenders, investment firms and real estate investors running on HubSpot. Most of the work is on the sales side: lead routing, re-engagement and pipeline automation.
That depends on how routing is set up today. We build routing based on loan type, territory, ownership or deal size, with a fallback so nothing sits unassigned, and alerts when a lead hasn't been worked.
Your compliance team owns the rules. We make sure HubSpot supports them, with permissions so teams only see the records they should, consent and communication preferences tracked properly, and documentation of how the portal is set up and changed.
Yes. We set up referral partners as their own records, associate them with the contacts and deals they send, and build reporting that credits them, so you can see which relationships drive revenue.
Yes. Depending on your HubSpot tier, that can mean consolidating portals into one or structuring a single portal so each business line runs separately while leadership sees the whole firm. We clean and redesign before anything moves.
Keep reading
Service
Contact roles, governance and a data model built for more than one kind of relationship.
Service
How work moves between relationship managers, operations and leadership, built so it gets used.
Service
Reporting by business line and across the whole firm, including credit for referral partners.
