We’d like to announce that we have collaborated with Karman Digital to further enhance our client engagement and communications. The partnership underscores our commitment to a client first approach. This is a key driver in our rapid growth strategy to date and going forward.
‘Hatch’ App for CRM Integration
Karman Digital optimises communications workflows utilising a bespoke Financial Advisor HubSpot enabler app called ‘Hatch’ – which seamlessly allows two-way data transfer from Hubspot with both Intelligent Office (IO) and Xplan CRM systems.
Improving Client Engagement
Likewise, ensuring that communications are optimised creates a perfect platform for considered informative engagement, as Stuart Carswell, Director, explains: “Historically many IFA’s have struggled with the complexities of integrating data sets across different platforms and this makes efficient communications a challenge. Our engagement with Karman Digital gives us the ability to overcome these challenges and continue to put our clients first, from the beginning of our relationship.”
Supporting Business Growth
Jon Pittham, Director, Karman Digital, said, “We’re delighted to partner with Pareto Financial Planning to implement HubSpot as a key tool for their growth strategy. In this increasingly competitive digital world, clients are demanding better experiences. By streamlining client engagement, enhancing reporting capabilities and optimising their data capabilities, HubSpot will empower Pareto to deliver an exceptional client experience. Additionally, this implementation will support their new business acquisition efforts, focusing on referrals and introducers. Ensuring they remain a leading firm and positioned for long-term success in an evolving landscape.”
Furthermore, you can read more about the successful implementation process and the impact it’s had on the business here.
