Overview
Provide Finance, an award-winning fintech platform, connects borrowers and brokers with over 200 specialist lenders in real-time. They offer seamless property and business financing through innovative technology and expert support, ensuring clients get funding on their terms. As their operations scaled, they needed a better way to manage their sales, marketing, and client data.
Challenge
Provide Finance faced growing pains with scattered data across spreadsheets, inefficient manual processes, and disconnected tools that slowed their ability to deliver fast, seamless funding solutions. Their team struggled to manage leads, track client interactions, and ensure their platform remained responsive to client needs.
Strategy
We designed and implemented a scalable GTM process in HubSpot, aligning with Provide Finance's unique needs. This included setting up automated workflows, segmenting customer data, and integrating HubSpot with their fintech platform. We also delivered training to ensure their team could fully leverage HubSpot for managing leads, tracking client journeys, and generating actionable insights.
Results
With HubSpot, Provide Finance achieved a centralised data hub, automated key processes, and integrated tools, improving team efficiency and client response times. The result? Faster funding turnarounds, better client relationships, and a platform ready to scale with their ambitious growth plans.
