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 Migration, ETF Data Infrastructure & Ongoing Operations
Migrated a rapidly growing ETF sponsor from Pardot and Salesforce to HubSpot, built custom data pipelines from multiple fund administrators, and now operate as their embedded technology team managing 40+ ETF fund pages, marketing operations, and platform evolution.
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. They needed live fund data from multiple administrators displayed on dynamic web pages, unified marketing and sales operations, and an ongoing partner to run it all.
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
Cobalt-Magenta Funding
HubSpot Institutionalization & Lending Workflow Automation
Transformed an alternative capital provider's CRM from a basic contact database into a full lending operations platform — automating lead intake, deal scoring, document collection, and post-funding management.
The Challenge
Cobalt-Magenta had outgrown their initial HubSpot configuration. Their lending workflows required complex deal stage logic, multi-product pipelines, and automated document collection. The CRM needed to support their business model of origination, underwriting, and portfolio management — not a standard sales funnel.
What We Built
Blueprint Investment Partners
Retained CRM & Marketing Operations
Serve as the embedded systems team for a systematic investment strategist — managing CRM administration, marketing email operations, website staging, and ongoing platform optimization on a multi-year retainer.
The Challenge
Blueprint needed a partner who could handle the day-to-day operations of their HubSpot environment and website without requiring a full-time internal hire. Their team focuses on investment research and advisor distribution — they needed someone who understood their business well enough to handle everything from email staging to web content updates to CRM reporting without constant direction.
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?
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