Schedule Call
Schedule Call
Get Pricing Info

Elevating Investment Management with HubSpot's New Beta Feature: Record Association Revolutionized

by Ryan Thibodeaux, November 2023

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 professionals juggle myriad interactions that span individuals, institutions, and other stakeholders. HubSpot's latest beta release is a significant step forward, offering the ability to create and manage associations between these records within its CRM system. This new feature is particularly relevant for mutual funds, ETFs, private equity, and hedge funds looking to streamline their operations and enhance their relationship management.

What's New in the Beta Release?

HubSpot's innovative feature rollout lets investment management professionals associate records of the same object type. You can now connect one investor to another, link advisors to multiple funds, and model the complex networks that characterize the investment world. This enhancement provides a nuanced view of the relationships that matter most to investment firms.

Benefits for Investment Management Firms:

  • Multi-Faceted Investor Relations: Facilitate nuanced investor relations by associating individual and institutional investors with various funds and products.
  • Streamlined Fund Management: Link multiple funds to advisors or investment managers, giving a clear overview of management structures.
  • Efficient Network Mapping: Model the networks within private equity and hedge fund investments, including all stakeholder relationships.

Investment management firms can utilize the feature in the following ways:

  1. Associate Investors with Funds: Create direct associations between investors and the multiple funds they are invested in, ensuring clarity in investment positions and relationships.
  2. Link Funds to Managers: Establish relationships between different funds and their respective managers or advisors, which can be critical for firms managing a diverse portfolio.
  3. Map Professional Networks: Connect a fund or investor with various professional service providers such as tax advisors, custodians, and legal counselors involved in investment management.

Example Use Cases:

  • Mutual Fund Managers: Build a networked view of all the retail and institutional investors in each fund, tracking cross-investment behaviors and preferences.
  • ETF Providers: Link ETFs to market makers, authorized participants, and institutional investors, revealing the full ecosystem supporting each product.
  • Private Equity Firms: Associate limited partners, co-investors, and portfolio companies to manage the intricate web of private equity investments.
  • Hedge Funds: Track investor relationships, including prime brokers, counterparties, and service providers, to maintain a comprehensive overview of operational dependencies and risk exposures.
Final Thoughts:

HubSpot's new feature for associating records of the same object type is more than just a CRM enhancement; it's a strategic tool that can transform data into actionable insights for investment management firms. By facilitating better relationship tracking and data organization, investment managers can navigate their complex industry landscape with greater agility and intelligence.

Leverage the Experts: Goodwood Consulting

While the new HubSpot feature opens up a realm of possibilities, implementing it effectively requires a nuanced understanding of both the technology and the specific needs of the investment management industry. This is where Goodwood shines. As the leading HubSpot Solutions Partner focused exclusively on the sector, Goodwood Consulting brings a wealth of experience and a tailored approach to CRM strategy.

Why Choose Goodwood?

  • Industry-Specific Expertise: Goodwood Consulting's sole focus on investment management means we speak your language and understand your business.
  • Seamless Integration: Their team of experts is adept at seamlessly integrating new HubSpot features into your existing workflows.
  • Customized Solutions: Every investment firm is unique, and Goodwood Consulting prides itself on crafting customized solutions that resonate with your specific challenges and goals.

Our Clients

Take Action Now:

Don't miss out on the opportunity to enhance your firm's operational efficiency and investor relations. Contact Goodwood Consulting today to see how they can help your firm leverage this new HubSpot feature to its fullest potential. With Goodwood's expertise, you can unlock new insights, streamline your processes, and stay ahead in the competitive investment management industry.

Schedule a Call