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Unlock the Power of HubSpot and AI for Your FinTech Business
Optimising FinTech Success with HubSpot CRM and AI Solutions
We empower FinTech businesses to build a seamless, high-performance CRM infrastructure that not only improves efficiency but also drives tangible results. As an Elite HubSpot Partner, we specialise in delivering HubSpot FinTech solutions that include complete onboarding, expert training, ongoing support, and AI-powered services tailored to the unique needs of the financial sector. Our goal is to help you optimise every aspect of your business - from lead generation and customer acquisition to relationship management and sales conversion.
Leveraging AI and Automation to Accelerate Growth and Enhance Customer Experiences
We recognise that in the fast-paced world of FinTech, personal connections are paramount. However, the real competitive edge comes from leveraging automation and AI to scale efficiently, reduce manual work, and enhance customer experience. By integrating HubSpot with advanced AI tools, we enable your team to streamline workflows, personalise customer journeys, and improve your digital marketing strategies. From automating lead nurturing to gaining real-time insights, our solutions are designed to help you convert more leads, optimise your client relationships, and accelerate growth.
CFI
Streamlining Operations with Custom HubSpot Integration for CFI
CFI (Credit Financier Invest), a global leader in credit and investment services, faced the challenge of integrating its complex tech stack, including a custom-built trading platform, CRM, and mobile app. To address this, Nexa Cognition implemented a bespoke HubSpot integration that unified sales, marketing, and customer service operations, streamlining workflows across departments. The tailored solution was designed to meet the unique demands of CFI’s business, ensuring seamless connectivity and enhanced efficiency.
Through a series of eight collaborative workshops with key stakeholders, we crafted a personalised integration plan, followed by expert HubSpot training to enable CFI’s team to independently manage and optimise the platform. The result was immediate improvements in operational efficiency and a foundation for long-term success. CFI’s post-engagement feedback, with a Net Promoter Score (NPS) of 9/10, demonstrated the value of the solution in driving both customer satisfaction and business growth.
Finductive
Building a Scalable, Customised HubSpot CRM Framework
Finductive Ltd, a licensed financial institution regulated by the Malta Financial Services Authority (MFSA), offers innovative financial services across the European Economic Area. As their client base 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 challenges such as managing multiple users under a single email address, which complicated segmentation and data structuring, Nexa Cognition developed a HubSpot configuration using Custom Objects and Customer IDs. This approach automated segmentation, enabled efficient and compliant communications, and reduced manual overhead. The result was a future-ready CRM that balances complexity with clarity, supporting enhanced personalisation, automated campaign delivery, and regulatory compliance. Operational efficiency improved through automation, allowing the marketing team to execute intelligent, data-driven campaigns at scale. With this foundation in place, Finductive is preparing to extend HubSpot adoption to their sales operations, further centralising their customer engagement strategy and driving growth.
Cedar Rose
Elevating Global Lead Generation through HubSpot CMS
Cedar Rose, a leading provider of business intelligence and credit risk solutions with a strong presence in Middle Eastern markets, sought to enhance its digital footprint to support international expansion. Recognising the need for a modern, scalable website that effectively communicated its complex services, Cedar Rose partnered with Nexa Cognition. The project focused on delivering a clean, customer-centric brand experience, improving site structure for better clarity, and enhancing SEO to drive international traffic. A modular CMS was implemented to empower internal teams with flexible content management capabilities.
Post-launch, Cedar Rose experienced a 430% increase in organic conversions, reflecting the success of the strategic overhaul. The redesigned website, built on HubSpot CMS, provided a scalable digital infrastructure that aligned with the company's global ambitions. Enhanced user experience and conversion-focused content led to stronger inbound lead quality and increased digital engagement across international markets, solidifying Cedar Rose's position as a trusted provider in the business intelligence sector.
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.