Turn CRM Into Your Revenue Engine

HubSpot on its own is a powerful CRM, but it’s not built for the complex, regulated workflows of wealth and asset management. That’s where Learners.ai comes in.

We’ve rebuilt the data model, automations, and client lifecycle logic to reflect how real firms operate—whether you’re nurturing high-net-worth households, managing RIAs, or coordinating institutional mandates. Our solution replicates key functionality found in systems like Salesforce FSC, Redtail, or DealCloud—without the bloat, cost, or dependency on developers.

Most vertical CRMs lock you into rigid structures. Integrations are brittle. Customization is expensive. Data lives in silos. You end up with overlapping tools for marketing, sales, service, compliance—and still no unified view.

We fix that.
By configuring HubSpot to act as your true GTM platform—unifying marketing, sales, onboarding, and service—we help your team work from one place with clean data, clear workflows, and full visibility across the client lifecycle.

This isn’t just about having a CRM.
It’s about finally having one that works like your firm does—and powers growth instead of holding it back.

It helps your people do what they’re best at—better, faster, and with less friction.

For Wealth Managers and RIAs, that means:

• • • • Advisors spending more time deepening relationships, not chasing paperwork
      • Admin teams that aren’t buried in task lists—they’re proactive, efficient, and client-ready
      • Principals with visibility into pipeline, productivity, and where growth is stalling
      • Fewer leads going cold. More clients coming onboard. AUM trending up.

For Asset Managers and RIAs, that means:

• • • • Wholesalers walking into meetings with better intel and stronger follow-up
      • Marketers targeting firms with precision—not just blasting lists
      • Sales leaders seeing which territories are producing, and why
      • Faster advisor adoption, stronger engagement, and a tighter fund story

Whether you're selling wealth services to families, independent RIAs, or institutional mandates to firms, HubSpot—configured by Learners.ai—gives your team the clarity and coordination to win more business, serve it well, and scale what’s working.

This isn’t just CRM.
It’s your revenue infrastructure.

HubSpot is SOC 2 Type II compliant and supports GDPR, HIPAA (with Enterprise tier), and audit logging. But technology is only half the story—Learners.ai configures role-based permissions, client record access, and activity tracking to align with your compliance protocols.

Integration doesn’t have to mean disruption. As a HubSpot Accredited Partner, Learners.ai specializes in building secure, compliant, and deeply tailored integrations that align with your current tech stack—not replace it.

We work with portfolio management platforms like Bloomberg, FactSet, Morningstar, Orion, Tamarac, and Black Diamond; CRMs like Redtail and Salesforce; custodians such as Fidelity, Schwab, Pershing, and Interactive Brokers; and data providers like S&P Capital IQ and Refinitiv.

For Wealth Managers, this means syncing client and household data, automating service follow-ups, and reducing manual entry across your existing workflows.

For Asset Managers, it means connecting your fund data, sales enablement tools, and field teams to the right activity signals—without scrambling across platforms.

Our team designs the data architecture, builds the pipelines, and supports every step—so HubSpot becomes your operating layer, not another silo.

You’re not starting from scratch. We specialize in data migrations and cleanup—whether it’s consolidating spreadsheets, syncing from Salesforce, or extracting from tools like Redtail or Tamarac. Your data is safely transformed into a clean, scalable structure inside HubSpot.

We provide full support to help your team get the most from HubSpot for Wealth & Asset Management:

• • • Certified Trainers with experience in practice management and coaching
    • Comprehensive onboarding sessions tailored to your workflows
    • Live and recorded workshops to support long-term adoption
    • Ongoing resources to keep your team up to date on features and best practices

Our goal is to equip your practice with everything it needs to thrive using HubSpot.

Advisors, wholesalers, marketing, client service, compliance, and leadership—each role interacts with HubSpot differently. From automated lead follow-up to review meeting prep, the platform becomes a unified workspace that supports how your team already operates.

For most wealth and asset management firms, delivery takes 3–4 months. Every engagement is tailored—but here’s how it typically breaks down:

Our 6-Phase Implementation System:

1. 1. 1. 1. Architect – Map strategy to your book of business and growth goals.
            
            
         2. Design – Build a CRM framework around onboarding, servicing, and distribution workflows.
            
            
         3. Build – Develop integrations (e.g., portfolio platforms, risk tools, or advisor portals).
            
            
         4. Deploy – Go live in phases to minimize disruption and ensure adoption.
            
            
         5. Optimize – Surface key signals (client activity, wallet share, AUM triggers) to drive usage.
            
            
         6. Maintain – Provide ongoing support, refinement, and success monitoring.

HubSpot licenses are just the starting point—working with Learners.ai means you're investing in a tailored solution built specifically for your firm.

Pricing depends on the complexity of your workflows, number of integrations, and how your team operates across departments. Some clients need light-touch setup and guidance. Others require full-scale implementation, custom integrations, and ongoing support.

We don’t do cookie-cutter packages—because your business isn’t one. The best way to scope the right fit is a quick discovery call.