--- title: CRM & Marketing Insights for Financial Services | Goodwood Consulting | HubSpot description: HubSpot | Explore CRM, marketing, and sales strategy insights tailored for financial services — including asset managers, RIAs, PE/VC firms, and fintechs. --- [![goodwood-consulting-logo-black](https://blog.goodwood-consulting.com/hs-fs/hubfs/goodwood-consulting-logo-black.png?width=200&height=45&name=goodwood-consulting-logo-black.png "goodwood-consulting-logo-black")](http://www.goodwood-consulting.com/) - [What We Do](https://2538241.hs-sites.com/what-we-do) - [Why Us](https://2538241.hs-sites.com/why-us) - [Our Clients](https://2538241.hs-sites.com/our-clients) - [News & Insights](https://blog.goodwood-consulting.com/news-insights) [![Schedule Call](https://no-cache.hubspot.com/cta/default/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de) [![goodwood-consulting-logo-black](https://blog.goodwood-consulting.com/hs-fs/hubfs/goodwood-consulting-logo-black.png?width=200&height=45&name=goodwood-consulting-logo-black.png "goodwood-consulting-logo-black")](http://www.goodwood-consulting.com/) - [What We Do](https://2538241.hs-sites.com/what-we-do) - [Why Us](https://2538241.hs-sites.com/why-us) - [Our Clients](https://2538241.hs-sites.com/our-clients) - [News & Insights](https://blog.goodwood-consulting.com/news-insights) [![Schedule Call](https://no-cache.hubspot.com/cta/default/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de) [![Get Pricing Info](https://no-cache.hubspot.com/cta/default/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52) Search **Menu** [![Schedule Call](https://no-cache.hubspot.com/cta/default/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/5a415db8-d96f-41db-b2c7-6d21402ba5de) [![Get Pricing Info](https://no-cache.hubspot.com/cta/default/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52.png)](https://cta-redirect.hubspot.com/cta/redirect/2538241/75b14b31-7021-4d5f-87d1-d0da97ac8e52) - [What We Do](https://2538241.hs-sites.com/what-we-do) - [Why Us](https://2538241.hs-sites.com/why-us) - [Our Clients](https://2538241.hs-sites.com/our-clients) - [News & Insights](https://blog.goodwood-consulting.com/news-insights) # [Insights for Financial Services Leaders: CRM, Marketing & Sales Strategy](https://blog.goodwood-consulting.com/news-insights) / HubSpot ## [DIY CRM Fails Because You’re Not Asking These 5 Questions](https://blog.goodwood-consulting.com/news-insights/diy-crm-will-cost-you-what-financial-firms-get-wrong) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), July 2025 [![DIY CRM Fails Because You’re Not Asking These 5 Questions](https://blog.goodwood-consulting.com/hubfs/GW-CRMFails.jpg)](https://blog.goodwood-consulting.com/news-insights/diy-crm-will-cost-you-what-financial-firms-get-wrong) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/diy-crm-will-cost-you-what-financial-firms-get-wrong) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[CRM](https://blog.goodwood-consulting.com/news-insights/topic/crm) ## [From Conversations to Capital: Lessons from a $500M HubSpot Sales Sequence](https://blog.goodwood-consulting.com/news-insights/from-conversations-to-capital-what-500m-in-sales-sequences-taught-us-about-execution) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), July 2025 [![From Conversations to Capital: Lessons from a $500M HubSpot Sales Sequence](https://blog.goodwood-consulting.com/hubfs/GW-Conversations.jpg)](https://blog.goodwood-consulting.com/news-insights/from-conversations-to-capital-what-500m-in-sales-sequences-taught-us-about-execution) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/from-conversations-to-capital-what-500m-in-sales-sequences-taught-us-about-execution) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Sequences](https://blog.goodwood-consulting.com/news-insights/topic/sequences)[CRM](https://blog.goodwood-consulting.com/news-insights/topic/crm) ## [Fund Marketing Is Not a Blast: Why Your Strategy Needs a Rethink](https://blog.goodwood-consulting.com/news-insights/fund-marketing-is-not-a-blast-why-your-strategy-needs-a-rethink) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), June 2025 [![Fund Marketing Is Not a Blast: Why Your Strategy Needs a Rethink](https://blog.goodwood-consulting.com/hubfs/GW-FundMarketing.jpg)](https://blog.goodwood-consulting.com/news-insights/fund-marketing-is-not-a-blast-why-your-strategy-needs-a-rethink) 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” … [Read More](https://blog.goodwood-consulting.com/news-insights/fund-marketing-is-not-a-blast-why-your-strategy-needs-a-rethink) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Automation](https://blog.goodwood-consulting.com/news-insights/topic/automation)[Email Marketing](https://blog.goodwood-consulting.com/news-insights/topic/email-marketing) ## [Your CRM Wasn’t Built for Fund Distribution — That’s the Problem](https://blog.goodwood-consulting.com/news-insights/your-crm-wasnt-built-for-fund-distribution-thats-the-problem) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), June 2025 [![Your CRM Wasn’t Built for Fund Distribution — That’s the Problem](https://blog.goodwood-consulting.com/hubfs/GW-FundDist.jpg)](https://blog.goodwood-consulting.com/news-insights/your-crm-wasnt-built-for-fund-distribution-thats-the-problem) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/your-crm-wasnt-built-for-fund-distribution-thats-the-problem) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[CRM](https://blog.goodwood-consulting.com/news-insights/topic/crm) ## [Goodwood Earns HubSpot Solution Architecture Design Accreditation](https://blog.goodwood-consulting.com/news-insights/goodwood-earns-hubspot-solution-architecture-design-accreditation) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), January 2025 [![Goodwood Earns HubSpot Solution Architecture Design Accreditation](https://blog.goodwood-consulting.com/hubfs/GW-DesignAccreditation.jpg)](https://blog.goodwood-consulting.com/news-insights/goodwood-earns-hubspot-solution-architecture-design-accreditation) 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, … [Read More](https://blog.goodwood-consulting.com/news-insights/goodwood-earns-hubspot-solution-architecture-design-accreditation) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot) ## [Elevating Investment Management with HubSpot's New Beta Feature: Record Association Revolutionized](https://blog.goodwood-consulting.com/news-insights/record-association-revolutionized) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), January 2025 [![Elevating Investment Management with HubSpot's New Beta Feature: Record Association Revolutionized](https://blog.goodwood-consulting.com/hubfs/GW-HubspotFeature.jpg)](https://blog.goodwood-consulting.com/news-insights/record-association-revolutionized) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/record-association-revolutionized) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[CRM](https://blog.goodwood-consulting.com/news-insights/topic/crm) ## [Unleash the Power of AI: How HubSpot's New Tools Can Revolutionize the Financial Industry](https://blog.goodwood-consulting.com/news-insights/unleash-the-power-of-ai-how-hubspots-new-tools-can-revolutionize-the-financial-industry) by [Megan Boyce](https://blog.goodwood-consulting.com/news-insights/author/megan-boyce), January 2025 [![Unleash the Power of AI: How HubSpot's New Tools Can Revolutionize the Financial Industry](https://blog.goodwood-consulting.com/hubfs/GW-AI.jpg)](https://blog.goodwood-consulting.com/news-insights/unleash-the-power-of-ai-how-hubspots-new-tools-can-revolutionize-the-financial-industry) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/unleash-the-power-of-ai-how-hubspots-new-tools-can-revolutionize-the-financial-industry) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Automation](https://blog.goodwood-consulting.com/news-insights/topic/automation) ## [Elevate Your Content Strategy with HubSpot's Video Hosting](https://blog.goodwood-consulting.com/news-insights/elevate-your-content-strategy-with-hubspots-video-hosting) by [Megan Boyce](https://blog.goodwood-consulting.com/news-insights/author/megan-boyce), December 2024 [![Elevate Your Content Strategy with HubSpot's Video Hosting](https://blog.goodwood-consulting.com/hubfs/GW-VideoHosting.jpg)](https://blog.goodwood-consulting.com/news-insights/elevate-your-content-strategy-with-hubspots-video-hosting) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/elevate-your-content-strategy-with-hubspots-video-hosting) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[Content Distribution](https://blog.goodwood-consulting.com/news-insights/topic/content-distribution) ## [A Guide to HubSpot's New Navigation](https://blog.goodwood-consulting.com/news-insights/a-guide-to-hubspots-new-navigation) by [Goodwood Consulting](https://blog.goodwood-consulting.com/news-insights/author/goodwood-consulting), May 2024 [![A Guide to HubSpot's New Navigation](https://blog.goodwood-consulting.com/hubfs/GW-HubspotNavigation.jpg)](https://blog.goodwood-consulting.com/news-insights/a-guide-to-hubspots-new-navigation) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/a-guide-to-hubspots-new-navigation) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[CRM](https://blog.goodwood-consulting.com/news-insights/topic/crm) ## [Transform Your CRM Data Management with Goodwood's Expertise](https://blog.goodwood-consulting.com/news-insights/transform-your-crm-data-management-with-goodwoods-expertise) by [Ryan Thibodeaux](https://blog.goodwood-consulting.com/news-insights/author/ryan-thibodeaux), December 2023 [![Transform Your CRM Data Management with Goodwood's Expertise](https://blog.goodwood-consulting.com/hubfs/GW-CRMdata.jpg)](https://blog.goodwood-consulting.com/news-insights/transform-your-crm-data-management-with-goodwoods-expertise) 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 … [Read More](https://blog.goodwood-consulting.com/news-insights/transform-your-crm-data-management-with-goodwoods-expertise) Topics:[HubSpot](https://blog.goodwood-consulting.com/news-insights/topic/hubspot)[CRM](https://blog.goodwood-consulting.com/news-insights/topic/crm)[Insycle](https://blog.goodwood-consulting.com/news-insights/topic/insycle) Prev [All Posts](https://blog.goodwood-consulting.com/news-insights/all) [Next](https://blog.goodwood-consulting.com/news-insights/tag/hubspot/page/2) - [Recent](https://blog.goodwood-consulting.com/news-insights/tag/hubspot#recent) - [Topics](https://blog.goodwood-consulting.com/news-insights/tag/hubspot#topics) - [Archive](https://blog.goodwood-consulting.com/news-insights/tag/hubspot#archive) - [Assets for Autism (1)](https://blog.goodwood-consulting.com/news-insights/tag/assets-for-autism) - [Automation (9)](https://blog.goodwood-consulting.com/news-insights/tag/automation) - [Compliance (2)](https://blog.goodwood-consulting.com/news-insights/tag/compliance) - 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