Customised and collaborative integration to suit complex needs
Our team leveraged deep technical expertise to design a bespoke HubSpot solution. This included tailored use cases that showcased the platform’s ability to manage CFI’s trading platform, CRM, and KYC requirements seamlessly.
To ensure our services were as customised as possible, we held eight in-depth workshops to collaborate closely with CFI’s stakeholders. These sessions provided detailed insights into their requirements, and allowed us to create a finely tuned integration plan. We also administered comprehensive HubSpot training to CFI’s team, equipping them with the tools needed to manage and optimise the platform independently. This ensured long-term value and effective day-to-day operations once the full integration was completed.
Quick wins and long-term success
- Efficient, on-track project delivery
- Tangible quick wins: Early project successes highlighted the immediate value of our HubSpot integration.
- High customer satisfaction: CFI awarded Nexa Cognition a post-engagement Net Promoter Score (NPS) of 9/10, reflecting their confidence and satisfaction with the solution we provided.
CFI’s journey with our HubSpot experts demonstrates the power of customised solutions, expert collaboration, and thorough training in navigating complex technical challenges - while achieving lasting results.
