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Transform Your Banking and Insurance Business with HubSpot CRM & AI-Powered Solutions
HubSpot for Banks, Insurance, and Financial Services: AI-Powered CRM Solutions
At N/C, we specialise in helping banks, financial institutions, insurance providers, and insurance agents optimise operations and drive measurable growth using HubSpot CRM and advanced AI solutions. As an Elite HubSpot Partner, we offer end-to-end onboarding, tailored implementation, expert training, and ongoing support to ensure your team gets the most from the platform.
Whether you're managing a local bank branch, a national insurance provider, or an independent insurance agency, our solutions provide a seamless, AI-powered CRM infrastructure that enhances account management, client engagement, and overall operational efficiency. With HubSpot and AI, financial teams can automate workflows, personalise client communications, and gain actionable insights to deliver exceptional service while driving revenue growth.
Why HubSpot and AI Are Essential for Banks and Insurance Businesses
Using HubSpot for Banks and HubSpot for Insurance Agents, you can centralise client data, manage accounts, track interactions, and deliver personalised experiences at scale. Combined with AI solutions, HubSpot allows you to:
- Automate onboarding, renewals, and follow-ups
- Personalise communication and offers for clients and policyholders
- Optimise marketing campaigns for higher conversions
- Gain real-time insights into customer behaviour and portfolio performance
- Reduce manual administration, freeing staff to focus on advisory and relationship-building
Integrating HubSpot and AI ensures financial businesses can streamline operations, improve client satisfaction, maintain compliance, and drive measurable revenue growth.
CFI
CFI, a global leader in credit and investment services, faced challenges integrating its complex tech ecosystem, which included a bespoke trading platform, custom CRM, and mobile app. To streamline operations, N/C developed a tailored HubSpot integration that unified these systems, ensuring seamless connectivity and efficient workflows. This solution empowered CFI's teams to leverage HubSpot's full potential, enhancing their operational efficiency.
The project involved eight in-depth workshops with CFI's stakeholders, allowing N/C to design a bespoke solution that met the company's unique requirements. Comprehensive HubSpot training was also provided to ensure CFI's team could manage and optimise the platform independently. The integration delivered quick wins and set the stage for long-term success, earning N/C a post-engagement Net Promoter Score (NPS) of 9/10 from CFI, reflecting high customer satisfaction with the solution provided.
Alllianz Travel
Allianz Travel, a leading provider of international travel insurance, partnered with N/C to enhance their online presence and increase insurance purchases in the UAE. Faced with a competitive market and decreased search volume during the COVID-19 pandemic, Allianz aimed to boost online sales with a limited advertising budget.
N/C implemented a Google Smart Bidding strategy, optimised high-volume keywords, utilised negative keywords, and designed high-converting landing pages. These efforts resulted in 1,670 online insurance purchases, generating a total conversion value of £95.46K and an impressive 366% return on investment. This campaign demonstrated the effectiveness of targeted digital marketing strategies in driving significant business outcomes.
Finductive
Finductive Ltd, a licensed financial institution regulated by the Malta Financial Services Authority (MFSA), offers innovative financial services across the European Economic Area. As client demand and operations expanded, Finductive sought to future-proof their digital infrastructure by integrating HubSpot as a centralised CRM and marketing automation solution. The goal was to optimise communication with clients while building a system flexible enough to reflect their unique user structure.
To address the challenge of managing multiple users under one email address, which complicated segmentation and marketing personalisation, N/C developed a HubSpot configuration using Custom Objects and Customer IDs. This approach enabled Finductive to distinguish users, automate segmentation, and facilitate efficient, compliant communications with reduced manual overhead. The result is a scalable CRM infrastructure that supports enhanced personalisation, automated campaign delivery, and regulatory compliance, positioning Finductive for long-term success.
Our clients rely on us for impactful business solutions
Real Businesses, Unmatched Results
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It's been a great experience to partner with Nexa Cognition on implementing smarter ways of working with HubSpot. The sessions were really useful, with lots of bonus insights on sales and marketing approaches. Following it, the support on a day-to-day basis has been fantastic, so many learnings and tips on how to make the most of the platform. They're real experts and the positive attitude makes the whole difference.
Martins dos Santos
We had a one-on-one training session with Nexa Cognition focused on improving our data quality and record management. Monica was fantastic from start to finish and the session was tailored to our needs. She is extremely knowledgeable and experienced and gave us best practices and industry tips. The follow-up support was also invaluable, helping us to problem solve queries in the system.
Susann Yung
Nexa Cognition has been really good at understanding our needs and the specificities of our audience and sales process. They helped in the whole sales and marketing journey from the website design, the CRM implementation, the digi- tal Marketing to the lead nurturing. They made the HubSpot user experience easier and fluid.
Kadiri, L
Nexa Cognition has supported the growth of Pure Minds Academy since 2016, which is when they convinced us that the commercial foundations of our business should be built using HubSpot. Not only has every iteration of our website been on this platform but today we use the full marketing, sales and customer service features as well. The team at Nexa Cognition has also trained us so that day to day website management (including the creation of new pages), landing pages, email marketing, campaigns and even social media posts and publishing are managed by our small team. All in all, from branding to genuine business growth, the team and I can't recommend Nexa Cognition highly enough
C,A.
Their proficiency in HubSpot CRM set-up and migration is unparalleled, and their unwavering commitment to excellence has made them stand out as one of the best agencies I've ever collaborated with. From the very beginning, Nexa Cognition displayed an unmatched level of attentiveness and dedication. Despite the complexity of the task, Nexa Cognition tackled it with finesse and professionalism, assuring us that we were in capable hands.
EL Shabrowy
Nexa Cognition completely rebuilt our approach to sales through utilising HubSpot and its features limited to our currently license. They understood clearly our pain points and requirements and delivered a solution which will help us grow as an organisation now for the foreseeable. Shout out to Gary, Sam, Aman & Heena for their great professionalism and support!
Walker, M.
The team at Nexa Cognition have been an excellent partner to our business, starting by the re-branding and launch of our new website. We now work with them to grow our footprint and brand in the market, with a variety of approaches. They are a creative and dedicated team, who are great to work with. Their knowledge of HubSpot has been extremely valuable to us getting the most out of the software to help our business achieve its goals.
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