We understand regulated environments. Our implementations include compliance-gated pipelines, audit trail automation, and data governance frameworks built into the CRM architecture — not bolted on as an afterthought. We've been an Elite HubSpot Solutions Partner since 2017.
FINTECH INDUSTRY
HubSpot for Fintech Companies
Scale revenue operations without scaling compliance risk.
Fintech companies operate at the intersection of speed and regulation. You need systems that move fast enough for sales velocity but controlled enough for compliance. We implement HubSpot as the connected platform that unifies your onboarding, sales, partner management, and customer success — with the governance layers that regulated industries demand.
THE CHALLENGE
You've built the product. Now your operations need to keep up.
Most fintech companies hit a ceiling where the scrappy tools that got them through seed and Series A start breaking. Compliance workflows live in spreadsheets. Partner onboarding is manual. Sales can't see which prospects are stuck in KYC. Marketing generates leads but nobody knows which ones convert to activated accounts.
The gaps are expensive: dropped leads in regulated pipelines, compliance breaches because nobody tracked approval steps, partner channels that underperform because there's no visibility into their pipeline. Every manual handoff is a place where revenue leaks and risk accumulates.
FINTECH-SPECIFIC CHALLENGES
The operational gaps that slow fintech growth.
These are the problems we see in every fintech company that has outgrown its original infrastructure and processes.
01. Compliance-Blind CRM
Your CRM tracks deals but not regulatory status. KYC, AML, and onboarding approvals happen outside the system — creating gaps auditors will find.
02. Partner Channel Opacity
Referral partners, brokers, and affiliates drive revenue but you can't see their pipeline, track their performance, or automate their enablement at scale.
03. Onboarding That Bleeds Activation
The handoff from sales to onboarding is where fintech companies lose customers. Without automated sequences tied to compliance milestones, activation rates suffer.
04. Siloed Product and Revenue Data
Transaction volumes, feature adoption, and account health live in your product database. Your CRM never sees it — so expansion and retention are guesswork.
05. Reporting That Doesn't Satisfy Regulators or Investors
You need audit trails, segmented pipeline reporting, and compliance dashboards. Instead, you're pulling data from five systems into a spreadsheet every quarter.
THE REAL ISSUE
You don't need more tools. You need connected infrastructure.
Fintech companies don't fail because they lack software. They stall because their systems don't talk to each other. Compliance sits in one tool. Sales in another. Partner management in a third. Onboarding in a fourth. The result is fragmented data, manual processes, and risk exposure that grows with every new customer. What you need is a single platform where every team operates from the same data, every process has an audit trail, and every handoff is automated. That's not a CRM upgrade — it's revenue infrastructure designed for regulated growth.
HOW WE WORK
From fragmented to compliant — how we implement HubSpot for fintech.
Our five-phase approach ensures every layer of your revenue operation is architected, connected, and audit-ready.
Discovery & Compliance Mapping
We map your entire go-to-market operation alongside your compliance requirements — KYC/AML workflows, data residency needs, approval chains, and audit trail requirements. The output is a blueprint that satisfies both your revenue and regulatory teams.
CRM & Pipeline Architecture
We configure deal pipelines with compliance gates built in. Custom properties for regulatory status, onboarding milestones, and partner attribution. Lifecycle stages that reflect both the buyer journey and your compliance workflow.
Integration & Data Unification
We connect your core banking platform, payment processors, compliance tools, and partner systems to HubSpot. Using native integrations, Operations Hub, or our DataBridge Middleware, we build a single customer view with full audit trails.
Automation & Governance
Automated onboarding sequences with compliance checkpoints. Partner enablement workflows with approval gates. Expansion playbooks triggered by transaction volume thresholds. Every automation includes logging for regulatory audit.
Reporting & Compliance Dashboards
Real-time dashboards for pipeline velocity, partner performance, onboarding conversion, and compliance status. Audit-ready reports that satisfy both your board and your regulators. Quarterly optimisation sprints to refine as regulations evolve.
SERVICES
Services that drive fintech growth
HUBSPOT
HubSpot Implementation
Architect HubSpot for regulated fintech operations — compliance-gated pipelines, partner attribution, and onboarding automation from day one.
HUBSPOT
HubSpot Migration
Move from Salesforce or legacy CRMs without losing compliance data, partner relationships, or audit trails.
CRM & REVOPS
Sales Enablement
Automated lead routing with compliance scoring, regulated deal-stage workflows, and partner-attributed pipeline tracking.
CRM & REVOPS
Data Consolidation
Unify customer data from core banking, payment processors, compliance tools, and partner portals into a single CRM view.
DEMAND GENERATION
Marketing Enablement
Demand generation for regulated industries — compliant content workflows, segmented nurture programmes, and conversion tracking.
DEMAND GENERATION
AEO Services
Get your fintech brand visible in AI-generated answers on ChatGPT, Claude, and Gemini.
DIGITAL EXPERIENCE
Data Architecture & Integration
Connect core banking, payment gateways, compliance platforms, and ERP systems to HubSpot with native, custom, or middleware integrations.
INNOVATION & AI
AI Revenue Readiness
Structure your CRM data so it's ready for AI-powered risk scoring, compliance monitoring, and revenue forecasting.
CONNECT YOUR STACK
We integrate the tools fintech companies actually use.
From core banking to compliance platforms to payment processors — we connect your entire stack to HubSpot.
Core Banking & Payments
Sync transaction data, account status, and payment events to the CRM for a complete customer financial view.
- Stripe
- Mambu
- Thought Machine
- Marqeta
Compliance & KYC
Connect identity verification and compliance tools so regulatory status flows directly into deal and onboarding pipelines.
- Onfido
- ComplyAdvantage
- Sumsub
- LexisNexis
Partner & Channel Management
Track referral partners, brokers, and affiliate performance with full attribution back to the CRM.
- PartnerStack
- Impact
- Custom Partner Portals
- HubSpot CRM
Accounting & ERP
Sync financial data so revenue reporting matches reality across CRM and accounting systems.
- Xero
- QuickBooks
- NetSuite
- Sage
Communication & Engagement
Power omnichannel communication from within HubSpot with full conversation logging and compliance recording.
- Dialpad
- Twilio
- WhatsApp Business API
Data & Infrastructure
Connect any data source to HubSpot. If it has an API or a database, we can sync it.
- Google BigQuery
- PostgreSQL
- Custom APIs
- DataBridge Middleware
WHAT CHANGES
What fintech companies look like after implementation.
Real operational improvements our clients experience after connecting their revenue engine on HubSpot.
Before
- KYC status tracked in spreadsheets
- Partner performance: quarterly manual reports
- Onboarding: 15-step manual email chain
- Compliance gaps found during audits
- Expansion revenue: ad hoc account reviews
- Data entry: 35% of rep time
- Tech stack: 10+ tools with manual syncs
After
- KYC status synced to CRM in real time
- Partner performance: live dashboards with attribution
- Onboarding: automated sequences with compliance gates
- Compliance gaps flagged proactively by workflows
- Expansion revenue: systematic volume-triggered playbooks
- Data entry: near zero (automated progression)
- Tech stack: unified HubSpot + connected integrations
TESTIMONIALS
Client Testimonials
We approached MO Agency to assist in developing our paid marketing efficiencies through HubSpot integrations. The team was excellent.
Blaine H.
Marketing Manager | Finance & Insurance
MO Agency has been incredibly helpful with suggestions for optimising our email marketing funnel and improving our workflows.
Broekman A.
Digital Manager | Finance & Insurance
MO Agency delivered above expectations. Communication, service, and the quality of work really stood out. Excellent across the board.
Barnard E.
Director | Banking & Financial Services
Reviews from the HubSpot Partner Directory. View them all.
Frequently Asked Questions
What makes MO Agency different from other HubSpot partners for fintech?
How do you handle compliance requirements in HubSpot?
We build compliance into the CRM architecture. Deal stages include regulatory gates. Onboarding workflows have approval checkpoints. All automations include logging for audit trails. We work with your compliance team to ensure the system meets your regulatory obligations.
Can you integrate our core banking platform with HubSpot?
Yes. We integrate with platforms like Mambu, Thought Machine, and legacy banking systems using native connectors, Operations Hub, or our custom DataBridge Middleware. Transaction data, account status, and customer events sync automatically to HubSpot records.
How long does a typical fintech HubSpot implementation take?
A standard implementation takes 10-14 weeks. Complex projects involving multiple compliance integrations, partner portals, and data migrations can take 4-6 months. We provide a detailed timeline during the discovery phase.
Do you support partner and channel management in HubSpot?
Absolutely. We build partner attribution models, referral tracking pipelines, and automated enablement workflows within HubSpot. Partners get visibility into their pipeline performance while you maintain control over the customer relationship and data.
What ongoing support do you provide after implementation?
Most fintech clients engage on monthly retainers covering workflow optimisation, compliance updates, new integration builds, and quarterly strategy reviews. As regulations evolve, we adapt your HubSpot configuration to stay compliant.
LET'S TALK
Ready to build revenue infrastructure that satisfies both your board and your regulators?
Whether you're implementing HubSpot for the first time, migrating from Salesforce, or fixing a CRM that can't handle compliance workflows — we'll design a system built for how fintech companies actually operate.