HubSpot Services

Financial Services and FinTech firms have requirements that generic HubSpot implementation partners do not design for. Data residency under GDPR and sector-specific regulation. Consumer Duty obligations on how customers are communicated with. SMCR personal accountability mapped to user roles. FCA principles applied to lifecycle stages, consent and audit trail. Industry-specific data models for portfolios, accounts, transactions, policies, deals or applications that do not map cleanly to the default HubSpot objects. We design for all of this from the first workshop, rather than retrofitting it after the portal is live. The result is HubSpot configured for regulated commercial environments, with the audit trail, governance and data model your compliance officer can sign off on.

We deliver HubSpot CRM migration services from Salesforce, Pipedrive, Microsoft Dynamics, Zoho, Netsuite, Monday.com, HighRise, Mailchimp, Campaign Monitor, spreadsheets and bespoke legacy systems. Every migration starts with a current-state data audit and a compliance and data residency review. We then design the data mapping, cleansing rules and transformation logic before any record moves. The migration itself is phased and validated, with rollback plans for every stage. Asset migration covers workflows, templates, sequences, reports, properties and historical activity, so you do not lose the operational logic that lives in your old system. CMS migration to Content Hub is handled in parallel where applicable.

HubSpot onboarding with Evara is not a checklist of platform features. It is a structured engagement that lands HubSpot as a working operating model. We cover portal setup, user roles, teams and permissions, data model and property architecture, integration with your existing stack, lifecycle stage design, lead scoring, attribution model setup and team training. For firms that have already gone through a HubSpot-led onboarding and feel the platform is not delivering, we also offer rebuild engagements that take the existing portal as a starting point and turn it into the foundation it should have been.

Yes. HubSpot custom development sits at the centre of our technology bench. We design and build custom objects, UI extensions, custom cards, custom HubSpot apps and bespoke integrations using HubSpot APIs, middleware layers and serverless functions where required. Common builds for Financial Services and FinTech firms include portfolio management integrations, KYC and AML platform connections, regulatory reporting data flows, custom commercial workflows that span Sales Hub and Service Hub, and integrations between HubSpot and core banking, lending or wealth platforms. Custom objects are designed against the actual data model your business operates on, not forced into Companies and Deals.

Breeze AI is HubSpot's native AI layer, spanning AI agents, copilots, content tools and prospecting features. Most HubSpot customers have access to Breeze AI but have not activated it meaningfully because activation requires data quality, governance and a clear use case strategy. We deliver Breeze AI setup and configuration, AI agent activation and workflow integration, and custom Breeze assistant builds, all designed against the Financial Services regulatory perimeter. For firms running a broader AI adoption programme, Breeze AI fits inside the wider AI strategy we deliver under AI Strategy & Readiness, which scores your readiness across data, process, platform, governance and team capability before activation begins.

Yes. Evara is a HubSpot Solutions Partner with one of the most experienced HubSpot benches in Financial Services. Our specialists hold deep certifications across Marketing Hub, Sales Hub, Service Hub, Data Hub, Content Hub, custom development and Breeze AI. The team includes HubSpot Solutions Architects, Senior HubSpot Specialists, HubSpot Consultants and HubSpot Developers. That said, we are platform-agnostic by design. We work across HubSpot, Salesforce, Pipedrive and other revenue platforms, and we recommend the technology that fits your context, not the technology we are partnered with. When we recommend HubSpot, it is because the fit is right. When we implement it, we implement it deeper than most.

A focused HubSpot implementation for a single hub typically runs between 6 and 12 weeks. A full multi-hub implementation with custom objects, custom development, migration from a legacy platform and team training typically runs between 12 and 24 weeks, depending on complexity. Engagements can be delivered as standalone fixed-scope projects, as productised packages such as our Salesforce-to-HubSpot Migration, or as part of an ongoing managed services engagement. We scope every engagement against your data, your team and your operating model rather than against a template, so timelines and pricing are confirmed after the discovery workshop.