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

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 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 …

Video has become a powerful tool for businesses to engage, educate, and entertain their audiences and is an essential aspect of your overall content strategy. When it comes to video …

On May 14, HubSpot switched all users to a new navigation system. The Goodwood team wanted to share an overview of how the HubSpot navigation is organized for you to …

At Goodwood Consulting, we specialize in enhancing CRM systems, particularly HubSpot and Salesforce, through our Insycle integration services tailored for investment managers. We focus on delivering customized features like automated …