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Top 8 Reasons Why HubSpot is the Best CRM for Financial Advisors

When it comes to CRMs for financial advisors, there are many options on the market. However, financial advisors who want the best CRM with customer service, sales, and marketing features should look no further than Hubspot.

Often, what separates the best financial advisors from their peers is a strategic focus on client relationships. By maintaining regular and personalized communication, making informed decisions based on a client’s unique profile, and revisiting budding relationships at the right moments, these advisors inspire trust in their clients and prospects, winning lifelong clients and new prospects for their services.

Some advisors have an uncanny ability to foster and build client relationships. However, most need a little help from a CRM (Customer Relationship Management) solution, particularly as their firm grows.

Here are eight reasons why HubSpot has the best CRM for financial advisors.


1. Integrate tools and teams.

As part of digital marketing, financial advisors have access to myriad software, programs, and platforms that help optimize business. The most useful CRM systems make it possible to centralize their tools with one hub. That’s why, in addition to their own digital solutions, HubSpot offers an app marketplace. There, users can find the tools they need to integrate tools like GSuite, Outlook, WordPress, Slack, social media, and more.

This capability gives financial advisors the flexibility they need to tailor their technology stack to the specific needs of their business, while still benefiting from the power of a centralized CRM. Each of their tools can share, rather than existing in separate, ineffective data silos.

Hubspot also provides internal integration among data sets related to sales, marketing, and service. As a result, financial advisors can generate a complete picture of the health of their business and develop an informed path to reach their goals.


2. Export files with ease.

Maintain control over your data using HubSpot’s file manager to import and export files with just a few clicks.

Transfer all of your website copy into one downloadable file or export conversations into a document that can be stored with your compliance team. Export analytics data and custom or pre-generated reports for marketing meetings, contact details for client meetings, and workflows for an easy-to-visualize review.

Not only is all of the most important data in one place, but it’s available to export and share with just a few steps.


3. Build sleek landing pages that look professional.

One of the best ways to increase lead flow to financial advisor websites is to add landing pages. These can promote free offers such as eBooks or webinars, or they can be as simple as a contact page. Their purpose is simply to capture contact information from potential clients.

With HubSpot CRM’s free landing page builder, financial advisors can build attractive landing pages without writing a single line of code. Then, they can deploy these pages on their website, and, using HubSpot’s reporting capabilities, track how many leads their landing pages generate. With strategic, automated follow up that can be tailored to the landing page’s content, financial advisors can then convert these leads into active prospects for their services. 


4. Design, automate, and optimize workflows.

With HubSpot CRM, financial advisors can maximize productivity and efficiency with workflows. For example, they automate intra-company and external processes and assign them to be triggered by a date or an event.

Furthermore, financial advisors can pair new clients with different members of the firm’s team based on certain criteria, such as portfolio size, primary service interest, and more. Or, use marketing automation to design a lead nurturing campaign to convert more website visitors who have submitted their contact information.

HubSpot adds an extra layer of sophistication to its workflows with if/then logic and/or qualifiers. Plus, advisors can test their workflows before they’re deployed and measure their performance against specified goals.


5. Only pay for what you need.

HubSpot offers flexible pricing, so financial advisors can select the services and price tier that best reflect their goals and budget, then add features as their business grows.

What’s more, HubSpot provides a free tier for its CRM product that includes substantial bells and whistles. This service level allows for unlimited users and one million contacts. Plus, it includes many of the features most critical for the product’s functionality like contact management, email marketing, integrations, and more.

Financial advisors can later choose to upgrade to a starter, professional, or enterprise plan with added sales and/or marketing features.


6. Know that your data is secure.

Clients entrust their financial advisors with highly sensitive information. It’s only fitting, then, that those advisors vet any vehicle they might use to store or analyze client data. That’s why financial advisors need a CRM that takes security as seriously as they do.

Before data is transferred from a HubSpot server to your browser, it is encrypted using 2048-bit or better keys, making a successful brute force attack nearly impossible. Transport Layer Security (TLS) adds another layer of protection, particularly for financial advisors running modern, up-to-date browsers.

HubSpot also makes use of a web application firewall and network-level firewalling to monitor web traffic, regularly performs vulnerability and penetration testing, and submits to external security audits.


7. Master HubSpot in minutes.

Half the battle of using many financial advisor CRMs is setting it up and learning how to use it properly. A steep learning curve can mean that not all members of a firm’s team use the CRM properly, which limits its power. 

HubSpot’s CRM boasts a clean interface and intuitive dashboard. Plus, free, online tutorials can seamlessly guide users through more complicated tasks, so financial advisors can spend less time setting up their system and more time actually using it. 


8. Take charge of email campaigns.

A successful email campaign requires more than a good subject line. Financial advisors need to also be thinking about whether the content of their email matches their audience, whether they’re sending their emails at the best time of the day, whether the format effectively guides readers to a call-to-action, and more.

HubSpot CRM not only provides financial advisors with the tools necessary to create bulk blasts of personalized emails, but also the tracking tools necessary to hone the firm’s email strategy.

With email tracking and notifications, segmented contact lists consolidated into one database, design templates, scheduling functionality, and built-in analytics, HubSpot can implement the simplest or most complex campaign with flying colors.



In the financial services industry, a growing firm using the right CRM has a significant competitive advantage.

A financial advisor CRM needs to be secure, priced fairly, and equipped with the tools that matter most. HubSpot CRM checks all the boxes, while still maintaining usability, offering its users that indispensable competitive advantage.

Paladin Digital Marketing is a certified, gold level Hubspot agency that specializes in working with financial advisors.

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