Real Outcomes from
Real Engagements.
We measure success in operational efficiency, data integrity, and systems that scale — not vanity metrics. Here's what that looks like in practice.
Lyrical Asset Management
Salesforce to HubSpot CRM Migration
Migrated a $6B asset management firm from Salesforce to HubSpot, preserving 10 years of historical engagement data and building custom objects for complex wirehouse distribution workflows.
The Challenge
Lyrical had outgrown Salesforce after a decade of use. The system held 500,000+ engagement records across complex distribution channels, but lacked the flexibility to model wirehouse relationships, branch office hierarchies, and team-level reporting. The migration had to be seamless with zero business disruption.
What We Built
Crawford Investment Counsel
Website Redesign & HubSpot Marketing Integration
Redesigned the digital presence for an $8B RIA with 40+ years of history, integrating HubSpot Marketing Hub with their Salesforce CRM and building automated content distribution workflows.
The Challenge
Crawford's legacy website didn't reflect the sophistication of their investment management capabilities. They needed a modern digital presence with three distinct user journeys for institutional, individual, and advisor audiences — while maintaining complex integrations with their existing Salesforce CRM.
What We Built
Amplify ETFs
Full-Platform HubSpot Migration & Website Rebuild
Migrated an ETF sponsor from Pardot and Salesforce to HubSpot, rebuilt their website to support 17 live ETF data feeds, and unified marketing and sales operations onto a single platform.
The Challenge
After an acquisition doubled the firm's size, Amplify was operating across multiple disconnected systems — Pardot for marketing, Salesforce for CRM, and a legacy website that couldn't scale to support their growing ETF product line of 40+ funds with real-time data feeds.
What We Built
Janes Capital Partners
Custom Content Distribution & Blog Subscription System
Built a custom blog subscription management system using HubSpot custom objects and Zapier automation for a boutique aerospace & defense investment bank, replacing legacy Salesforce and Pardot infrastructure.
The Challenge
Janes Capital needed a way to manage custom blog subscription preferences at the contact level — beyond what HubSpot's native subscription types support. Their content distribution to defense industry contacts required granular topic-level control with automated delivery tied to new blog content.
What We Built
Additional Engagements
We've completed 75+ HubSpot implementations across financial services. Here are select categories of work we do regularly.
CRM Migrations
Salesforce, Backstop, Dynamo, and spreadsheet migrations into HubSpot with full data integrity and zero downtime.
M&A / Investment Banking
Deal pipeline architecture, buyer outreach automation, and sell-side execution workflows for transaction-driven firms.
MCA & Business Lending
End-to-end funding lifecycle automation from lead intake to document collection, underwriting, and post-funding management.
Want to See More?
We can walk you through detailed system architectures and results from engagements in your specific vertical.
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