Inbound FinTech 🏦 HubSpot for FinTech & FinServ

Useful demo and practical tips

The session by Nick Enache was really helpful and practical. Nick is well experienced, and he gave our team clear techniques we can use in our work. Nick is very knowledgeable, he gave us clear demo with real examples that made the sales blueprint come to life. He understanding our way of working, and shared his past experience to help us improve our process. Overall, it was a great learning experience!

Practical, insightful training that drove real impact

Our sales and marketing teams recently took part in IFT’s training as part of our HubSpot CRM implementation and our broader commercial excellence journey. The session was engaging, well-structured, and perfectly adapted to how we work. What stood out most was how thoughtfully the tool was introduced and aligned with our transformation goals. It’s clear that the setup and training were designed to help us work more efficiently, create greater value for our customers, and ultimately drive stronger revenue growth. IFT has been a genuine partner throughout this process — not just implementing a system, but helping us bring our commercial strategy to life.

Great partner for HubSpot CRM setup and sales enablement

We worked with the Inbound FinTech team to implement HubSpot as our new CRM platform. For the kick-off, they provided us with a tailored training session that helped our team quickly get up to speed with the platform’s capabilities. From CRM fundamentals to advanced sales tools, Nick's guidance was very clear, hands-on, and highly relevant to our specific business needs. The training not only improved our internal processes but also empowered our sales and marketing team to work more efficiently and with better visibility. We really appreciated Infound FinTech's professionalism, responsiveness, and deep knowledge of HubSpot, and would highly recommend them.

The best way to set the team up for success

Our sales and marketing teams participated in a training session from IFT as part of our HubSpot CRM implementation and the broader shift in the way we work. The training was excellent; well-structured, engaging, and tailored to our specific needs. What I appreciated most was how thoughtfully the tool was set up and introduced. It not only addresses our current priorities but is also designed with scalability in mind, anticipating the next level of maturity for our team. This approach really sets us up for long-term success

Excellent GTM workshop and kick off

Whilst the full remit is WIP, we worked closely with Nick in a recent kick off workshop for our GTM project. Nick was the epitome of a partner in the workshop – he understands his role and the brief so well and was able to insert his expertise in exactly the right moments and balance expert opinion with adaptable application. It left the team wanting more on the ‘HubSpot’ side as we start the re-learning of a whole new route to market playbook. Looking forward to the full impact!

Strong Delivery on Our CRM, CRO & Website Revamp

We recently worked with IFT on upgrades across our CRM, CRO, and website revamp. It was a complex project, and the team’s effort in getting it live was outstanding. A special thank you to Sitho, Nick, Sizo, and Sergiu for your individual contributions – each of you brought real value to the project. We truly appreciate the way you supported us through the complexities and challenges along the way. Your dedication and collaboration have been excellent, and we’re excited about the next stages of our projects together and the positive impact ahead.

Trusted, Dependable Partmer

We’ve been working with Inbound Fintech for just over a year now, mainly with Liliana, and the experience has been excellent from day one. The team brings deep knowledge of HubSpot and always goes the extra mile to provide solutions, even when the challenges are complex. They are quick to respond, dependable, and consistently make the process smooth and stress-free. What stands out most is how approachable and supportive they are — it genuinely feels like they are an extension of our own team. They’ve not only helped us directly but have also supported our portfolio companies, adding real value across the board. Inbound Fintech has become a trusted partner we can rely on, and I wouldn’t hesitate to recommend them to anyone looking for HubSpot consultancy.

Extremely satisfied with IFT

We recently started using workflows for a new project, and Nick has been incredibly helpful throughout the entire process. He took the time to explain everything clearly, breaking down complex steps so they were easy to understand. His support made onboarding smooth and collaboration effortless. One moment that really stood out was when we ran into issues sending out emails, Nick jumped on it immediately and got it resolved quickly, which was a huge relief for our team. The team consistently delivered value through their proactive communication and support. We felt genuinely supported every step of the way and would highly recommend Inbound Fintech to any team looking to improve their workflow setup in HubSpot. Thank you so much for your amazing help!

Great collaboration with IFT

We worked with Nick from IFT for SEO, CRO, and content production for our website, and we are thrilled with the results. Their team crafted a tailored strategy that boosted our search rankings, improved user engagement, and significantly increased conversions. The content they produced was high-quality, relevant, and aligned perfectly with my brand. They were professional, communicative, and delivered on time. Highly recommend their expertise for anyone looking to elevate their online presence!

Transformative HubSpot support from Inbound FinTech

We partnered with Inbound FinTech to help us reengineer our HubSpot setup, and their impact has been transformational. They supported us through a complete overhaul of our CRM to match our evolving business processes. What stood out most was their ability to quickly understand the complexity of our sales and marketing model, and translate that into a clear, actionable plan in HubSpot. Inbound FinTech team was proactive, responsive, and highly collaborative throughout the project. We couldn’t recommend them more highly to any company looking to get the most out of HubSpot.