Insights for Financial Services Leaders: CRM, Marketing & Sales Strategy

Too many firms approach CRM like a tech project — not a growth strategy. They spin up HubSpot or Salesforce with internal resources. A few trainings. Some templates. A rough …

After working with a particular client for more than six years, we’ve had a front-row seat to their growth and to the consistent discipline that made that growth possible. Over …

If your team is still using the word “blast,” you’re not executing a marketing strategy. You’re sending content into the void and hoping something sticks. “Email blasts.” “Fund update blasts” …

Most CRMs were built for one product. One buyer. One deal. You’re not selling widgets - you’re distributing ETFs, Mutual funds, Private funds and SMAs across platforms, territories, advisor teams …

Goodwood Consulting, a leading HubSpot Solutions Partner specializing in financial services, has earned the prestigious HubSpot Solution Architecture Design Accreditation. This recognition reinforces Goodwood’s expertise in CRM architecture and implementation, …

In the world of digital marketing, managing and distributing content effectively can be a challenge, especially when dealing with multiple blogs, diverse content tags, and the need for personalized distribution …

HubSpot continues to push the boundaries of CRM functionality with the introduction of a powerful new feature: default activity associations. This update significantly enhances the way activities like calls, meetings, …

In the complex web of investment management, relationships between entities, advisors, and clients are the lifeline of sustained growth and client retention. Investment firms, mutual fund managers, and private equity …

In today's fast-paced digital world, every industry is looking for ways to leverage artificial intelligence (AI) to optimize their operations and enhance customer experiences. Whether you're a financial advisor or …

When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …