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THE STATE OF MARKETING INBOUND24 Edition
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We know the financial industry.

Financial & Banking CRM & Marketing

Manage your leads, demos, partners, and customers through proven processes, HubSpot, and marketing campaigns. We specialize in the banking, fintech, credit union, and  segments of the financial industry.

Let's get to work

How We Support Financial Organizations

Financial HubSpot Customization

Financial HubSpot Customization

With HubSpot's ability to securely store sensitive data, you you can deepen impact with your clients and audience by personalizing outreach and communication while keeping data safe. We have built solutions to better manage your data, relationships, marketing, and communication all from within your HubSpot portal.

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Custom Integrations

Custom Integrations

HIVE Strategy works with many financial companies to integrate data into HubSpot so that you can action and manage your user data right from within HubSpot — including sensitive data. Closing the circle from marketing to sales to success through data is vital to success in finance.

Mockup — Integration

Sales Partitioning

Sales Partitioning

Depending on how your financial organization is structured, we can help to partition lead data for your sales team to keep them focused only on their leads and paying attention to intent signals and engagement so that they can strike while the iron's hot.

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Marketing and Advertising

Marketing & Advertising

Finance is competitive. Like really, really competitive. You can't do the same things that everyone else is doing. You need to stand out and be found. We have developed systems and campaigns to generate interest, leads, and deals through targeted marketing and advertising campaigns. Just check out our case studies below!

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Development

Website Design & Development

Your website is the face of your business. You need a website that is beautiful, user friendly, creates a great experience, compliant, and is lightning fast. Our team of designers and developers can make your vision come to life and create an amazing website experience.

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Averages across the Financial Industry

Financial Marketing Grades

Through MarketingGrader.ai, financial organizations across the world have averaged these grades for their marketing initiatives. Based on the data from hundreds of financial companies, there are opportunities for website operational improvement as well as untapped social media and brand sentiment opportunities.

Get Your Marketing Grade
64
Above Average

Average Overall Score

Financial organizations overall have rated slightly above average overall.

63

Analytics

64

Performance

69

SEO

67

Content Strategy

64

User Experience

62

Competitors

46

Social Media

55

Brand Sentiment

SUCCESS STORIES

Our Work Drives Finance Forward

VIEW ALL
icon Marketing Strategy
PaySpan
150%
Click Rate Increase
37%
Click-Through Rate Increase
10%
Email Open Rate Increase
icon HubSpot Marketing Strategy
Hum Capital
394
Leads generated
13.58%
Submission rate
$100,000+
Impacted revenue
icon HubSpot Marketing Strategy Website
Sunlight Peaks / Mile Marker Club
$35,000
New revenue directly tied to our campaign
1,163
Contacts influenced

Don't just take it from us

quote
“Our project isn't the easiest. We operate in a difficult space and have given HIVE a number of constraints, which scared off other firms. I appreciate their transparency - they explain the situation, reviews possible outcomes, and implements the plan after we make an informed decision. When it works, we keep doing it. When it doesn't work, we pivot and adjust.”
Jason Peckham
Tax Guard
“We had a great experience working with the HIVE team. They were able to take our already created landing page designs and turn them into well-coded HubSpot lead gen landing pages. Additionally, they worked on a complex interactive tool for us and were able to successfully bring to life based on their HubSpot development experience. We recommend working with HIVE on HubSpot development projects.”
Brandon Bell
Hum Capital
“HIVE is a great partner for me when trying to manage my website and marketing functions. I'm a solo marketing manager for my company and having a team like HIVE to support all of our efforts is greatly appreciated. They are responsive and offer guidance when needed. I would recommend them to anyone.”
Jenn Day
Etana Custody
“We at Insight Assurance have had the pleasure of partnering with HIVE Strategy, and we couldn't be more satisfied with their services. From the outset, their content strategy has been nothing short of impressive. They demonstrated a deep understanding of our industry, ensuring that every piece of content is relevant and insightful. HIVE Strategy has exceeded our expectations in every way. Their dedication to quality, industry understanding, and strategic approach has made a significant impact on our marketing efforts.”
Rochelle Sikhovski
Insight Assurance
“HIVE listens to your issues and finds a solution to fixing it and simplifying the process. They are a pleasure to work with and quickly became a true partner of our corporate team. They were an integral part of a large re-haul to our sales and marketing platforms and led in migration, redesign, rebuild and overall improvement of our key marketing efforts and sales enablement tools. They are always willing to assist and listen to our needs and emergencies. A true boutique partnership feel.”
Yuki Braxton
Payspan / Zelis
stars
100+ Client Reviews
People Quotes
View all reviews
You need a partner that understands your world.

Ready to Increase Leads and Deals?

Finance and banking is different than other industries and cookie cutter approaches don't work. Our team knows your industry and can help reach your aggressive growth goals.

Tools We Love

Top Integrations

And we integrate with hundreds more!
We don't mess around with sensitive data

Sensitive Data Secured

Many of the technology organizations that we work in are also crossing over into other industries that depend on sensitive data such as healthcare, education, and finance. If you play in those industries, you can't risk your sensitive data. Through HubSpot's fully integrated platform, we are able to store, manage, and utilize sensitive data securely to create personalized experiences without sacrificing privacy.

Sensitive Data
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon
HIVE Hexagon