CRM & operations consulting for
investment managers.
We design, implement, and operate HubSpot for financial services firms — from CRM architecture and data migrations to workflow automation and investor-facing websites.
By the Numbers
The Problem
Your CRM wasn't built for financial services.
Most investment firms are running their operations on spreadsheets, disconnected systems, and tribal knowledge. Generic CRM setups don't account for fund hierarchies, compliance requirements, or multi-stakeholder investor relationships — leading to data gaps, manual workarounds, and systems that break at scale.
Who We Are
The HubSpot partner built
for financial services.
We work exclusively with investment managers, RIAs, and financial institutions. Every implementation we build is designed around the data models, compliance needs, and workflows that are unique to your industry.
Goodwood is not a marketing agency. We're a technical consulting firm that architects, builds, and operates your CRM and operational systems — so your team can focus on raising capital and managing relationships.
Industries We Serve
- Investment Managers & Funds
- Wealth Management & RIAs
- Private Credit & Alternatives
- Asset Management & ETFs
- Business Lending & Fintech
What We Do
Full-Service HubSpot Consulting
From initial architecture to ongoing operations — we handle every layer of your CRM and technology stack.
CRM Architecture & Implementation
We design and build HubSpot environments purpose-built for financial services — custom objects, entity hierarchies, multi-pipeline strategies, and governance models.
Operations & Automation
Replacing manual processes with deterministic workflows. Lead routing, deal velocity tracking, compliance logging, and investor reporting — all engineered to run without intervention.
Data, Integrations & Migrations
Connecting your CRM to the tools you depend on — wealth platforms, portfolio systems, compliance tools — and migrating from Salesforce, Backstop, or spreadsheets.
Compliance & Data Governance
Audit trails, access controls, and regulatory-grade data handling built into every implementation. Not bolted on after — engineered from day one.
Investor Relations & Capital Workflows
Fundraising pipelines, LP segmentation, investor portals, and capital activity tracking — structured around how funds actually operate.
Website & Digital Distribution
Investor-facing websites and digital properties that integrate with your CRM and support your distribution workflow.
Results
Real Outcomes from Real Engagements
We measure success in operational efficiency, data integrity, and time saved — not vanity metrics.
How We Work
Built for Long-Term Partnership.
We don't hand off a configured CRM and disappear. Our average engagement exceeds 3 years because we operate your systems alongside you — handling optimization, user requests, and platform evolution.
Why Financial Services Needs Specialized Partners
Generic CRM consultants don't understand fund hierarchies, LP communication workflows, or compliance requirements. That gap leads to systems that fight your business model instead of supporting it.
We bring deep domain expertise to every engagement — so you get an implementation that actually fits how your firm operates.
Ready to Fix Your CRM?
Let's talk about what's broken, what you need, and how we can build a system that actually works for your firm.
Schedule Consultation