FI Navigator’s HubSpot app gives users faster access to FI Navigator applications directly from the HubSpot Company record.

The app helps users eliminate the need to manually search for the same institution in multiple systems. From a HubSpot Company record, users can quickly open the corresponding FI Navigator profile and access the research, market intelligence, and information available through their FI Navigator subscription.

This helps teams:

• Reduce time spent switching between HubSpot and FI Navigator

• Quickly access relevant FI Navigator information while working in HubSpot

• Improve workflow efficiency for sales, relationship management, and research teams

• Maintain HubSpot as the primary CRM workspace while using FI Navigator for deeper financial institution intelligence

The app is designed as a simple, secure connection between the two platforms. It does not create, update, or synchronize data in the customer’s HubSpot account.

A current FI Navigator subscription is required to use the app.