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Effective solutions for the Finance, Banking, Insurance and Asset Management industries

We provide a CRM architecture and business use cases optimized for your teams and your strategic goals — whether for investors, clients, or distributors.
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hubspot_elite
5.0

450+ avis

  • Euronext Corporate Services
  • Moniwan
  • Oney
  • Hiscox
  • Kerialis
  • Ofi invest Asset Management

The challenges of optimal CRM management

  • Comprehensive reports for a global business vision at a glance
  • Automating your marketing campaigns and scenarios to boost productivity
  • Supporting your sales team with powerful tools
  • Measuring customer satisfaction efficiently and integrating it into your business flows

We support companies beyond our borders

  • 000
    +

    customers supported on CRM deployment and overhaul projects

  • 000
    %

    of projects completed with the HubSpot stack and integrated third-party solutions - over an average period of 2 to 3 months

The keys to a successful CRM project for the Finance, Banking, Insurance and Asset Management industries

  • Centralize data

  • Automate actions

  • Business management

  • Optimize workflows

Centralize data
  • Centralize data
  • Automate actions
  • Business management
  • Optimize workflows

Consolidate and visualize all customer touchpoints across your ecosystem

  • Connect your acquisition and communication channels: call solutions, shared inboxes, 1-to-1 email tools, WhatsApp, LinkedIn, Facebook, Instagram, YouTube, your website, and more.

  • Centralize all interactions (likes, shares, visits, form submissions) and all touchpoints such as marketing campaigns, sales sequences, advisor communications, proposals, open tickets, and more.

  • Engage your audience and personalize your communications based on their behavior: from launching a new vintage campaign to sending transactional updates to clients.

Our services

Automate your campaigns and boost productivity

  • Personalize your multi-channel acquisition campaigns and automate lead assignment to your sales teams.

  • Deploy automated marketing workflows based on the type of client portfolio.

  • Provide your sales teams with powerful tools to support them in prospecting, fund presentations, proposal building, etc.

  • Set up alerts on your prospects and target accounts, and tailor your messaging based on their engagement with your brand and services.

  • Simplify the scheduling of sales meetings, management committees, and follow-ups, and automate the sending of meeting summaries.

     

  • Make customer satisfaction a top priority by integrating NPS and CSAT tools into your business processes.

Our services

Track your sales goals, manage key accounts, and monitor your ROI

  • Easily create reports to track revenue from new client and investor acquisition, key account development, investments across different asset portfolios, etc.

  • Automate follow-up actions, reminders, sales touchpoints, etc. to improve your business conversion KPIs and strengthen client retention.

  • Set sales and service targets to boost your team’s performance.

Our services

Connect your CRM with third-party applications to optimize your business workflows

  • Integrate your applications with HubSpot to streamline your business data flows: business applications, call platforms, document management tools, data platforms, BI tools, portfolio management systems, etc.

  • Automate actions in your third-party applications directly from HubSpot.

  • Turn HubSpot into a powerful business management tool and maximize your ROI.

We transform user experience into success stories

Discover all case studies
  • Epsor: Updating HubSpot to meet strong growth challenges Side Image
    Discover the use case Epsor: Updating HubSpot to meet strong growth challenges

    Epsor: Updating HubSpot to meet strong growth challenges

    During the workshops with Epsor, we retraced the entire customer journey: namely all the stages from the acquisition of the prospect, through the prospecting and sales work of the SDR & Sales, until the conversion into a customer, which leads to the phases of onboarding & management of the customer relationship by the CSM. Detaching ourselves from the HubSpot account and its current setup made it possible to define the desired target vision for Epsor's CRM.
    000%
    reliable data, at each stage of the customer journey
  • From fragmented data to a unified CRM: Kerialis' digital transformation Side Image
    Discover the use case From fragmented data to a unified CRM: Kerialis' digital transformation

    From fragmented data to a unified CRM: Kerialis' digital transformation

    Markentive supported Kerialis in structuring its sales and marketing processes, implementing HubSpot and integrating data flows between its business tools and CRM. After deployment, our collaboration continued to support the teams in launching marketing campaigns, maintaining API flows and optimizing the use of the tool.
    +000%
    increase in recorded sales activities vs. previous year, enabling better customer knowledge centralization

Customer testimonials

  • We have been working with Markentive for the integration of HubSpot into our company. From the connection to our tools, data implementation, to optimizing tool usage by our teams, Markentive has supported us from the beginning. They are a professional team, experts in their field, attentive to our needs, and responsive to our requests.

    Florine Da Silva, Kerialis

  • After benchmarking the main players, we chose to trust Markentive (highly recommended by our respective networks). The support provided by Markentive was very well-oiled (a questionnaire to gather information for the agency, well-paced and constructive workshops, regular checkpoints to make decisions on certain subjects...). In short, Markentive is a hybrid agency: a perfect blend of strategy and operations.

    Timothée Clairaz, Epsor

  • We wanted to optimize our use of HubSpot CRM, both for marketing, sales, and customer service. Markentive helped us achieve our objectives with great success, thanks to their active listening, which allowed for effective communication and relevant results. Close collaboration enabled us to develop new uses and automations, greatly improving our understanding of the tool and its performance within our organization. I highly recommend them!

    David Vielotte, AuCoffre

Connecting HubSpot to your third-party tools

Is data consolidation between your business tools a key part of your HubSpot deployment project?

With over 10 years of experience as a HubSpot stack integrator, our teams are ready to support you with API integration between HubSpot and your business software.

Custom support from experts in deploying your project

Step 1: Kick-off meeting

Validation of project roadmap, project team and preparation of scoping workshops.

Step 2: Scoping workshops

Thematic workshops to develop your business use cases and build your technical and functional specifications.

Step 3: Deployment plan

Validation of your project's technical specifications, and deployment plan.

Step 4: Technical setup

Integration of the chosen solution, integration of your historical data, synchronization of your third-party tools.

Step 5: Project presentation

Project demo using your personalized interface.

Step 6: Acceptance testing, optimizations & training

Acceptance testing, implementation of patches, training of your users to secure adoption.

  • Step 1: Kick-off meeting
  • Step 2: Scoping workshops
  • Step 3: Deployment plan
  • Step 4: Technical setup
  • Step 5: Project presentation
  • Step 6: Acceptance testing, optimizations & training

Explore our industry expertise

Consulting, Agency & B2B Services

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Software
& SaaS

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Industrial,
Energy & Pharma

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Education
& Training

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NGOs & Non-profit

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Ensure success for your HubSpot deployment project

We leverage our CRM expertise to deliver your HubSpot integration project.