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Financial Services & Wealth Management
$100m+
147k+
90%
CASE STUDY
Innova
Implemented HubSpot marketing automation and segmentation to enhance lead nurturing and strengthen client relationships.
Overview
Innova Asset Management was operating marketing and client engagement across disconnected platforms, making it difficult to track performance or personalise campaigns. To solve this, we implemented HubSpot Marketing Hub, automating lead nurturing, segmenting their audience, and providing data-driven campaign visibility, all from one central platform.
PROJECT
Innova needed a single platform to manage marketing, track engagement, and automate outreach.
WHAT WE DID
Implemented and configured HubSpot Marketing Hub with custom workflows, segmentation, and analytics.
TIMELINE
Project completed over a 6-week implementation window.
Key Challenges
01.
Disjointed Marketing Tools
Running campaigns and tracking results across separate tools created inefficiencies and gaps in visibility.
02.
Limited Audience Segmentation
Inability to tailor content to different client needs or engagement levels reduced campaign effectiveness.
03.
Manual Workflows
Email follow-ups and lead nurturing required excessive manual effort, slowing down the marketing team.
04.
Lack of Performance Insight
No centralised reporting made it hard to evaluate or optimise campaign performance.
Process
We worked closely with Innova’s marketing and leadership teams to map out their ideal client journey—from lead acquisition to conversion. We then configured HubSpot Marketing Hub to centralise campaign creation, automate follow-ups, and surface performance insights via custom reporting dashboards.
Our Solutions
We delivered a fully integrated solution that unified finance, sales, and marketing into one scalable, automated HubSpot ecosystem.
-
HubSpot Marketing Hub Setup
Centralised all marketing activities and client interaction tracking in one system. -
Lead Segmentation
Built dynamic lists based on financial profile, engagement history, and risk tolerance to support personalised communication. -
Marketing Automation Workflows
Automated email sequences, follow-ups, and campaign responses for improved efficiency.
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Custom Landing Pages and CTAs
Created targeted lead capture assets to drive conversions from specific audience segments. -
Campaign Analytics and Reporting
Set up dashboards and reporting tools to measure engagement, campaign ROI, and conversion rates.
Results That Speak for Themselves
Innova streamlined their marketing engine and built a smarter system for lead engagement.
More Engaged Leads
40% increase in lead interaction from personalised email workflows.
Time Savings
Marketing team reduced time spent on manual tasks by over 25%.
Stronger Campaign ROI
With clearer reporting, the team optimised campaigns faster for better returns.
Smart Audience Targeting
Segmentation enabled more relevant communication, improving satisfaction and trust.
"HubSpot gave us control over our marketing from lead nurturing to reporting. It’s helped us engage more effectively with the right clients at the right time."
Ben CooperManaging Director, Innova Asset Management
A Platform Built to Scale
Innova’s HubSpot implementation isn’t just solving today’s marketing challenges—it’s laying the groundwork for future growth. With a fully automated, segmented, and insight-driven platform, Innova can easily scale its campaigns, personalize communication at every stage, and track ROI across the full client journey.
40%
Lead engagement
30+hrs
Time saved
5+
Client segments
12+
Reports built