The Need for Unified Data in Driving Financial Services Growth

In FinServ, data is king. But what’s a king without a kingdom? That’s what happens when you’ve got mountains of data scattered across spreadsheets and fragmented systems. Enter 2025: the year of the unified CRM.

The Data Challenge in FinServ

54% of decision-makers are struggling with data integration, and 41% say analytics and performance tracking are a nightmare. No surprise there. When only 32% of UK marketers base decisions on data, it’s clear there’s room for improvement. The lack of a single source of truth hinders decision-making, leads to inefficiencies and missed opportunities.

Take a leaf from Solomon Investment Partners’ playbook: they ditched the spreadsheets for a unified platform and saw sales quadruple in just 16 months. Having all interactions saved to a single timeline equipped their sales reps with insights that made customer conversations more engaging and productive.

Why HubSpot Is the Right Solution

The benefits of unified data go beyond sales. It enables better customer segmentation, more effective marketing campaigns, and improved operational efficiency. In a world where data is growing exponentially, having the right tools to manage and analyse is not optional.

HubSpot’s CRM platform is purpose-built to unify your data and unlock its full potential. At IFT, we specialise in helping businesses harness the power of HubSpot to drive smarter decisions and sustainable growth. 

Let us guide you through the transformation. 

Discover more insights in this eBook on the future of FinServ.