HubSpot for Wealth Management

The landscape of wealth management is transforming, and as a financial advisor, your role is pivotal. Yet, there's an unsettling truth that emerges in the quiet hours beyond the bustle of a typical day: the ground is shifting. The industry you knew is evolving rapidly, and it's not just about managing wealth—it's about managing change.

Remember when personal touch was enough to retain and expand your client base? Now, the digital era whispers a daunting truth: adapt or risk obsolescence.

Your competitors aren't just working longer; they're working smarter. Their secret? A tech-fortified approach that transforms every aspect of their practice—from lead acquisition to client retention—into a streamlined path of least resistance.

Frustration mounts as you watch them effortlessly scoop up assets under management (AUM), while you're still shackled to the slow dance of manual systems. The gap widens with every potential client lost to outdated processes, every minute squandered in administrative quagmires, and every opportunity missed in a sea of inefficiency.

In an age where 67% of clients prefer financial advisors who offer the latest interactive tools, the writing is on the digital wall.

The world has changed. Millennials—now rapidly becoming the new face of wealth—are not just looking for financial advice. They demand digital fluency, personalized interactions, and a seamless user experience. With over 600,000 millennial millionaires reshaping the wealth landscape and a staggering 72% of millennials preferring a financial advisor who can provide a high-tech, high-touch experience, can you afford to be just another name they scroll past? This critical insight is drawn from the Millennial Disruption Index, highlighting a seismic shift in client expectations and behaviors.

It's not about the technology—it's about what the technology can do for you. The AUM you're not capturing, the client relationships you're not deepening, the efficiencies you're not gaining—these are the real costs of legacy systems that can't keep pace with the beating heart of a new generation.

But what if you could bridge that gap? What if there was a way to harness the same powerful tools that have propelled fintech firms to the forefront, and reclaim your position at the vanguard of financial advisory?

Imagine a world where AI doesn't just stand for artificial intelligence, but for Asset Increase and Advisor Innovation. Where your practice isn't just surviving the digital tsunami but riding its crest.

That world is closer than you think.

With 59% of high-net-worth individuals expecting their financial advisors to have advanced digital capabilities, the call to action has never been clearer.

It's time to meet the catalyst of your practice's evolution. It's time to discover how "WealthTech in a Box" is more than a solution—it's your new beginning.

You may think that embracing data analytics and modern tools is complicated and costly. But what if the real barrier is clingingto outdated beliefs and practices? It's time to let go of the old ways and embrace a new, data-driven approach.

Lead Gen @ Scale

AI-powered automation that attracts and segments your leads with personalized outreach through SMS, Email, and Social. Never let another opportunity slip through your fingers.

Onboard in Style

Don't let your clients or your team suffer through another set of paper forms. Embrace digital onboarding and let clients know you know how to serve them securely and efficiently.

Automate your tasks

Existing clients are the best source of AUM growth. Focus on nurturing these relationships and automate away the administration, including sending Welcome and Birthday gifts by mail (Yes, we can do that!).

A fully connected platform that provides a 360 Command Centre of your marketing channels, pipeline, clients, operations, and everything in between. This is a high ROI and quick time-to-value solution.

The platform comes packed with pre-configured playbooks, workflows, and reports with best practices baked in. These best practices are built by industry veterans and can be customized to each advisor to suit their own unique niches.

It all starts with your own vision of the future and how you want to provide an exceptional client experience. We are just here to enable and guide you along that journey.

The Lead Gen Engine

Hunt with a spear but with the coverage of a net.

No one opens cold emails or answers cold calls anymore. Your outreach has to be authentic yet personalized, multi-channel yet channel appropriate. Most importantly, it has to yield results and be compliant.

While there are several digital marketing agencies out there, they all solve one piece of the puzzle, leaving you to assemble all the pieces yourselves.

With HubSpot's comprehensive CRM platform and Learners.ai's customizations for financial advisors, all your lead generation can live, grow, and get smarter all in one platform that connects and orchestrates all your specialty apps together.

Segmentation Demand Gen Lead Scoring Lead Nurturing

Customer Segmentation

Analyze 1st party & 3rd Party Sources

ML based Segmentation

Human based industry expertise

Design Target Personas

Acquisition & Tracking

Multi- channel outreach bots

Increase traffic to targeted content

Optimize conversions by channel

Lead Scoring

Engagement Data

Demographics/ Firmographics/ Technographic

Browsing Behavior

Lead Nurturing

Personalized Touches & Offers

Re-Engagement Campaigns

Increase Meetings Booked

The Art of Closing

Pipeline automation with a powerful CRM.

When you have a clear view of your pipeline with all your administrative tasks, email sequences, and grunt work is automated away, you can truly start to understand where the bottlenecks are to achieving predictive, sustainable growth.

With years of industry experience and input from 100+ financial advisors, we have converted the sales process into a science. But closing a deal requires trust and a strong relationship, which is truly an art, and not something that can be automated.

We do the science really well so you can focus on your art.

Digital Client Onboarding

Turn your bottleneck into an opportunity to delight.

No one likes filling out paper forms or entering data in manually. It is now possible to extend the functionality of HubSpot's powerful CRM to gather information directly from prospects through secure forms or through a secure client portal.

We have forms pre-built with most of the data required by Fidelity for opening accounts, and able to customize and integrate it with any other platform.

When a client knows from Day 1 that you are trying to make their lives easier, you're off to a good start.

Start Onboarding Open Account Red Carpet

Deal Moves to Onboarding

Send Welcome Email with Form links

Status Tracking & Automatic Reminders

Due Diligence Checks

Account Opening Forms

Fill out Account Specific Forms

Send for Signatures

Submission to Broker/Dealer

Confirmation

Account Number Updates

Send Clients Confirmations by email/mail

Send Welcome Package & Gift

Move deal to Closed Won

Manage Households & Accounts

Single login and source of truth.

Go beyond the contacts and see the relationships between your contacts and what assets and accounts you are managing for them. Our solution comes equipped to handle integrations with your book of records or accounting and custodian platforms to update valuations in HubSpot.

No need to switch screens or scramble to find the right data when a client calls in. With HubSpot's integrated calling, the contact record pulls up as soon as the phone rings.

Reviews & Referrals

Strong compliance with a great client experience.

Annual reviews should not be a source of anxiety, but a window of opportunity. Automate the administrative work and trigger automatic investment review meetings with a smooth, secure, and compliant process for clients.

Turn your clients into advocates, encourage and reward them to bring in more referrals with the best source of marketing: a satisfied customer. Nurture your best sources of referrals and shower them gifts every time they help close business.

From self-service portals, chatbots, or in-person meetings, we help you connect and service your clients the way they want you to service them.

Investment Review New Referral Service Request

New Referral from Existing Client

Send Thank You email to both referee and referrer

Send Thank You gift and handwritten card to Referee by mail

Capture the referee’s sentiment and share with other clients

Today = Last Review Date + 90 Days

Send Client Email with Digital form and meeting links

Create Review package for Advisor and assign tasks

Complete forms & Signatures

New Client Request

Create ticket from email and send notification to Ops

Acknowledge Client Request email

Create and resolve tasks internally within SLAs

Fulfill client request and get feedback on performance

Attribution & Analytics

Know exactly what each dollar earns.

It is your job to make prudent financial decisions for your clients, and we help you make prudent decisions for your business. See clear attribution on how each dollar spent on marketing and sales converts to revenue.

From the simplest to the most complex revenue attribution models out there, our team has the expertise to take your tracking and analytics to the next level and turn your data into gold.

Never spend another dollar without knowing the expected return.

Built by Industry Experts

At Learners.ai, we're not just a collective of tech enthusiasts; we are CFA Charterholders, financial services practitioners, seasoned RevOps Consultants, data scientists, Solution Engineers, and full-stack developers. With over 40 years of combined hands-on experience, we're reshaping the Wealth Management industry through a data-driven, AI-powered lens, spanning marketing, sales, client success, operations, and compliance.

"HubSpot for Wealth Management" is crafted with a deep understanding of the industry's distinct challenges and opportunities, focusing squarely on enhancing client relations, efficiency, and profitability. Our expertise isn't theoretical; it's forged from real-world experiences, with a team devoted to solving pressing issues in financial advisory services. Our aim? To deliver a solution that not only meets but exceeds your expectations.

What our Customers Say

Brett Oliveira

ShipHero Sales

qoutes-icon Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP

qoutes-icon Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions

qoutes-icon Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP

qoutes-icon I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

qoutes-icon Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager

qoutes-icon Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director

qoutes-icon I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.

Discovery

A dedicated team of Learners will conduct a thorough analysis of for your current and design a target operating model, or future state, in collaboration with your leadership.

Implementation

We present our SOW, plan and mobilize the project, then get to work. Our weekly sprints and agile delivery methodology ensures your users and stakeholders are engaged.

Ongoing Services

Ongoing strategic, tactical, and operational support available through bespoke packages designed to fit your unique requirements.

HubSpot Onboarding

We are experts at customizing all the Hubs for Wealth:

Marketing Hub
Sales Hub
Service Hub
Operations Hub
CMS Hub

CRM Migration

Get your data right from day one:

Data Extraction
Data Transformation
Data Enrichment
Data Migration
Custom Data Models
Import/Export Pipelines

Marketing Strategy

A comprehensive game plan:

Setup Target Personas
Customer Journey Mapping
Editorial Calendar
Email Templates
Landing Pages & Forms
Social Media & Ads

Marketing Automation

Putting your game plan into action:

Lead Capture workflows
Prospect Nurturing workflows
AI-powered Lead Scoring
Client Nurturing campaigns
Simplified MarTech stack

Sales Strategy

A proven playbook:

Sales process optimization
Pipelines & Goals
Deal Stages & Probabilities
Prospecting Toolkit & Cadences
Revenue Forecasting

Sales Enablement

Your playbook on autopilot:

Built-in Email & Meetings sync
Phone, SMS, Webinars sync
LinkedIn Sales Navigator sync
Task Queues & Automation
Mobile app

Client Service

Not just a CRM, but a platform to deliver great client experience:

Client Portal
Service Tickets
AI-powered Chatbots
Knowledge bases
Customer Satisfaction Surveys

Operations & Compliance

Get your data right from day one:

User Audit Logs
Role Based Permissions
Rules Based Notifications
Client Communication Tracking
Advisor Activity Tracking
Digital Forms & eSignatures

Training & Adoption

You are not on your own. We offer:

Dedicated team
Hands-on Workshops
Custom training sessions
Videos & User Guides

Reporting & Analytics

Your single pane of glass for:

Marketing channel performance
Revenue attribution
Advisor Team Performance
Sales Velocity by Segment
Service Team Performance
Customer Satisfaction Score

You're a Growth-Driven RIA: Looking to scale your practice while maintaining that personal connection? Embrace solutions that bring your personalized services into the digital age, from content tailored to your clients' needs to digital onboarding that feels like a handshake.

Independent Financial Advisors in Transition: If manual client segmentation and lead routing are holding you back, it's time to harness automation to refine your focus – empowering you to make financial guidance your masterpiece.

Wealth Management Firms Seeking Efficiency: Elevate client interactions and slash time spent on data entry. With "WealthTech in a Box," implement strategies that resonate personally with clients, automate engagement, and integrate your CRM for operations as smooth as silk.

Marketing and Sales Leaders with Vision: Keen on optimizing your outreach? Leverage A/B testing and deep analytics to forge connections with potential clients that are not just heard but felt.

Financial Planners and Consultants Aiming for Precision: Let AI-powered lead scoring illuminate your path, focusing your expertise where it makes the most significant impact – on prospects ripe for engagement.

RevOps Specialists Craving Synergy: If disconnected systems are your bane, our integrated solutions promise a cohesive ecosystem. Experience the synergy of business process redesign and digital transformation that boosts revenue and trims expenses.

FinTech Devotees and Innovators: Are you at the crossroads of finance and tech, seeking the next peak to conquer? Delve into the depths of financial planning innovation with bespoke customization, seamless integration, and automation that sets you apart.

It's Your Time to Lead

With "HubSpot for Wealth Management," the leap into tomorrow's wealth management landscape is not just a step but a stride towards leadership. It’s where your expertise meets innovation, where your practice not only adapts but sets the pace in a digital-first financial world.

Imagine a future where your insights are empowered by cutting-edge technology, where every interaction with your clients is both a moment of connection and a testament to efficiency. This is the future "HubSpot for Wealth Management" promises – a future where your practice is the beacon for those navigating the complexities of wealth in a digital era.

Seize the moment. Elevate your practice and redefine what it means to be a financial advisor in a world where technology and personal touch are no longer at odds but in harmony.

01 What exactly is HubSpot for Wealth Management?

HubSpot for Wealth Management is a comprehensive solution designed to modernize and streamline your financial advisory operations. It encompasses a range of tools and services that automate essential processes, enhance client engagement, and enable data-driven decision-making, allowing you to focus more on client service and less on administrative tasks.

02 How can HubSpot for Wealth Management help my advisory practice?

HubSpot for Wealth Management can significantly elevate your practice by automating routine tasks, providing insightful data analytics, and enhancing personalized client engagements. It seamlessly integrates with your existing systems, ensuring a smooth transition towards operating like a modern FinTech. By adopting HubSpot for Wealth Management, you'll align your practice with the contemporary, digital-first setup that customers have come to expect in their buyer journey, thereby fostering stronger relationships and driving growth in your practice.

03 How easy is it to integrate HubSpot for Wealth Management with my existing systems?

The integration process is designed to be smooth and straightforward. We are HubSpot Accredited custom integrations experts with decades of experience in tackling all sorts of integration challenges. HubSpot for Wealth Management can seamlessly integrate with a variety of systems. To name a few, it can integrate with Fidelity, REDTAIL, BigMarket, Bloomberg, FactSet, Interactive Brokers, Vanguard, and S&P Capital IQ. Our team provides full support during the integration process to ensure minimal disruption to your operations.

04 What kind of support and training are provided with HubSpot for Wealth Management?

We offer extensive support and training to ensure you and your team are well-equipped to make the most out of HubSpot for Wealth Management. Our team comprises HubSpot Certified Professional Trainers with years of experience in practice management and coaching. We provide comprehensive onboarding training, live and video workshops, and ongoing educational resources to keep you updated with the latest features and best practices. Our aim is to provide a supportive environment that enables your practice to thrive using HubSpot for Wealth Management.

Ditch Disconnected Systems and Boost Your AUM with Our Tailored Wealth Management Strategy

When the Status Quo Becomes the Silent Threat to Your Practice.

Introducing AI Transformation for Financial Advisors

Lead Gen @ Scale

Onboard in Style

Automate your tasks

The Product Tour

The Lead Gen Engine

Hunt with a spear but with the coverage of a net.

The Art of Closing

Pipeline automation with a powerful CRM.

Digital Client Onboarding

Turn your bottleneck into an opportunity to delight.

Manage Households & Accounts

Single login and source of truth.

Reviews & Referrals

Strong compliance with a great client experience.

Attribution & Analytics

Know exactly what each dollar earns.

Integrations

One connected platform. Unlimited possibilities.

Built by Industry Experts

What our Customers Say

Brett Oliveira

ShipHero Sales

Chris G.

Forum Financial Management, LP

Jamal M

Main Street Financial Solutions

Cynthia LaRue

Forum Financial Management, LP

Ashley Camire

Owner and Relationship Specialist

Brandon Palmer

Digital Marketing Manager

Phil Desrosiers

Corporate Director

The Process

Discovery

Implementation

Ongoing Services

Managed Services

HubSpot Onboarding

CRM Migration

Marketing Strategy

Marketing Automation

Sales Strategy

Sales Enablement

Client Service

Operations & Compliance

Training & Adoption

Reporting & Analytics

Perfect For You If

FAQ

The Upgraded FAQ

01

What exactly is HubSpot for Wealth Management?

02

How can HubSpot for Wealth Management help my advisory practice?

03

How easy is it to integrate HubSpot for Wealth Management with my existing systems?

04

What kind of support and training are provided with HubSpot for Wealth Management?

Ready to learn more

By now, you know that "Wealth in a Box" is the solution you've been waiting for. Don't let outdated methods hold you back. Embrace the future of financial planning today.

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