Relationships, on the record. Safely.
HubSpot for financial and professional services firms across Southeast Asia. Clients retained, relationships widened, compliance risk kept in check.
A financial services CRM keeps client relationships, referrals and conversations together, with consent and access control built in. Azend sets up HubSpot for financial and professional services firms so referrals move to onboarding to an ongoing relationship.
Referral to onboarding to relationship.
One client journey across advisers, offices and markets.
Referrals
Seminars and events
Website
Advisers
WhatsApp
Google Ads
Meta Ads
The client relationship engine.
Six stages from referral to cross-sell. Between each pair, the KPI we track in HubSpot.
- 01Referral
- Measured between Referral and Meeting: Meeting rateReferrals that book a meeting
- 02Meeting
- Measured between Meeting and Proposal: Proposal rateMeetings that lead to a proposal
- 03Proposal
- Measured between Proposal and Onboarded: Time to onboardFrom yes to an active client
- 04Onboarded
- Measured between Onboarded and Review: Reviews on timeClient reviews held on schedule
- 05Review
- Measured between Review and Cross-sell: Products per clientRelationships that grow
- 06Cross-sell
A model, not a result: we set your baseline for each KPI in the first weeks, then report against it.
Built for your leadership team.
Relationship value and compliance risk, by leader.
CEODaniel PersonaRelationships that compound
Growth from existing clients, with risk visible at board level.
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CROMarco PersonaMore from every relationship
Referrals and cross-sell tracked adviser by adviser.
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CTOKenji PersonaAccess and audit you can show
Role-based access and a full trail, connected to core systems.
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Access set by role.
Each adviser sees their clients. Compliance sees the trail.
Consent
Marketing consent recorded per channel and market on the contact.
Permissions
Teams, records and fields restricted by role and office.
Audit trail
Every email, call and chat logged on the client record.
How the channels connect.
Referrals and events in. Advisers, compliance and core systems out.
The channels and systems shown are the ones this playbook typically connects; yours are mapped on day one.
One agent. One integration.
Meetings, prepared
A HubSpot Data Agent pulls insights from the CRM, calls and documents, so advisers walk into each review with the full picture.
Core systems on the record
Your policy, portfolio or practice system connected to HubSpot, so holdings and status sit beside the relationship.
Built on HubSpot.
The capabilities this work configures.
Questions.
Is HubSpot suitable for financial services?
Yes, for client relationships, referrals and service. We design consent, access and retention to each market's data protection law.
Where is HubSpot data hosted?
HubSpot hosts data outside Southeast Asia, so cross-border transfer is documented as part of the setup. By country
Can HubSpot connect to our core systems?
Usually, through a Marketplace app, middleware or a custom API. We confirm the route in discovery. Integrations
Every relationship. One record.
A strategy call maps your client journey, your controls and the systems behind them.