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Financial Services & Wealth Management
$100m+
147k+
90%
CASE STUDY
TradeConnex
Unifying Finance, Sales, and Marketing with HubSpot Transforming operations and client engagement for a modern labour hire business.
Overview
TradeConnex needed to streamline its fragmented operational systems to reduce inefficiencies, improve client engagement, and support growth. Their processes spanned multiple disconnected platforms for finance, quoting, and marketing, creating bottlenecks and data silos. We delivered a unified solution via HubSpot, integrating financial tools like Astute, enabling automated quoting, and building targeted marketing workflows to centralise and automate key functions.
PROJECT
TradeConnex aimed to centralise quoting, marketing, and financial management into a single CRM-led platform.
WHAT WE DID
Customised HubSpot CRM, integrated Astute, and deployed automated quoting and marketing workflows.
TIMELINE
The project was completed over a 10-week implementation period.
Key Challenges
01.
Disjointed Systems
Client, quote, and financial data were spread across multiple tools, leading to inefficiencies and errors.
02.
Manual Quoting Process
Sales relied on manual input to generate quotes, creating bottlenecks and inconsistencies.
03.
Marketing Inconsistencies
Lack of automation limited their ability to follow up with leads and nurture relationships effectively.
04.
Limited Visibility
There was no centralised view of client engagement or billing information, reducing reporting accuracy and insight.
Process
We worked with TradeConnex’s leadership team to map their full operational workflow, from lead generation to invoicing. We then designed an integrated system within HubSpot to consolidate sales, quoting, marketing, and financial tracking. This approach ensured the solution was not only technically sound, but aligned with their business model and day-to-day operations.
Our Solutions
To unify their systems and improve efficiency, we built a fully integrated HubSpot solution tailored to every stage of TradeConnex’s operations.
-
HubSpot CRM Implementation
Centralised all client data and lead activity, with pipelines, segmentation, and automated task tracking. -
Astute Financial Integration
Connected HubSpot to Astute, enabling invoicing, payment tracking, and financial reporting within the CRM. -
Automated Quoting System
Enabled dynamic quote generation based on lead parameters, improving turnaround time and accuracy.
-
Marketing Automation Workflows
Created lead nurturing sequences, follow-ups, and custom landing pages to convert and retain more clients. -
Client Segmentation
Built data-driven lists using financial and behavioural attributes to personalise communications. -
Real-Time Visibility
Enabled comprehensive reporting dashboards with full funnel-to-finance visibility.
Results That Speak for Themselves
TradeConnex streamlined core business functions and improved client engagement through automation and integration.
Faster Onboarding
30% improvement in client onboarding speed and volume.
More Accurate Quotes
Quote generation is now faster, more consistent, and fully automated.
Improved Marketing ROI
Lead nurturing workflows delivered higher conversion rates and engagement.
Smarter Operations
Finance and sales are now aligned in one system, reducing friction and saving time.
“This project changed the way we operate. Our quoting and invoicing is faster, our marketing is smarter, and everything talks to each other. It’s been a huge step forward for us.”
James ConnorsDirector, TradeConnex
A Connected Platform for Growth
TradeConnex now has a system that not only supports their current operations but scales with them. The unified platform empowers their team to focus on growth, not admin.
30%
Faster onboarding
10wks
To full rollout
3 Tools
Merged into HubSpot
100+hrs
Saved monthly
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