Boosting Financial Advisors Marketing Efforts with HubSpot


FMGSuite is a financial marketing company that provides a range of marketing and communication solutions to financial advisors across the United States. They were facing challenges in managing their customer data, lead generation, and marketing campaigns. To address these challenges, they engaged CloudROI, a cloud technology solutions provider, to implement HubSpot, a powerful marketing automation and CRM platform.


CloudROI worked closely with FMGSuite to understand their business processes and goals, and designed a solution that included the following components:

1. HubSpot Implementation: CloudROI implemented HubSpot and customized it to meet the unique needs of FMGSuite. They configured the CRM, integrated it with the company’s website, and created workflows to automate lead nurturing and customer communication.

2. Data Migration: CloudROI migrated FMGSuite’s customer data from their legacy system to HubSpot, ensuring data accuracy and completeness.

3. Marketing Campaigns: CloudROI worked with FMGSuite to develop and execute marketing campaigns to generate leads and increase customer engagement. They created landing pages, email templates, and social media content that were integrated with HubSpot, enabling FMGSuite to track customer behavior and engagement.


The implementation of HubSpot by CloudROI resulted in several benefits for FMGSuite, including:

1. Improved Lead Generation: HubSpot enabled FMGSuite to track and nurture leads more effectively, resulting in a significant increase in the number of qualified leads.

2. Increased Sales and Revenue: HubSpot’s CRM and marketing automation capabilities enabled FMGSuite to manage their customer pipeline more efficiently, resulting in increased sales and revenue.

3. Enhanced Customer Experience: HubSpot enabled FMGSuite to provide a more personalized and responsive customer experience, improving customer satisfaction and loyalty.

4. Better Data Management: HubSpot’s integrated CRM enabled FMGSuite to manage their customer data more effectively, resulting in improved data accuracy and completeness.

5. Cost Savings: HubSpot’s all-in-one platform reduced FMGSuite’s technology costs and improved their operational efficiency.


The implementation of HubSpot by CloudROI has enabled FMGSuite to improve their lead generation, sales and revenue, customer experience, data management, and operational efficiency. The success of this project highlights the value of a well-designed and executed marketing automation and CRM solution in driving business growth and success.

Project Info

  • Industry:High Tech
  • Services:Implementation, Support, Strategy
  • Key Feature 1:Lead Management
  • Key Feature 2:Centralized Customer Database
  • Completed Date:09/03/2020