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- ## The HubSpot Customer Platform
All of HubSpot's marketing, sales, and customer service software on one agentic platform.
[Free HubSpot CRM](https://www.hubspot.com/products/crm)
[Overview of all products](https://www.hubspot.com/products/get-started)
- ### Marketing Hub
Marketing automation software
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[Free and premium plans](https://www.hubspot.com/products/revenue)
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AI-powered, flexible CRM software
[Learn more](https://www.hubspot.com/products/crm/ai-crm)
- ### Small Business Bundle
The Starter edition of each product, built for startups and small businesses
[Learn more](https://www.hubspot.com/products/crm/starter)
- ### Breeze
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[Learn more](https://www.hubspot.com/products/artificial-intelligence)
- ### AEO (Beta)
Answer engine optimization tools that track and improve your brand's visibility in AI results
[Learn more](https://www.hubspot.com/products/aeo)
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Connect your favorite apps to HubSpot
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- ## Marketing
- ### [Generate leads](https://www.hubspot.com/use-case/generate-leads)
Convert visitors into contacts for your database.
- ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing)
Create campaigns with automation and AI.
- ## Sales
- ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline)
Generate a pipeline of high-quality prospects.
- ### [Close deals](https://www.hubspot.com/use-case/close-more-deals)
Streamline your process and close more deals faster.
- ## Customer Service
- ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support)
Support customers at scale with AI and a help desk.
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- ## Content
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Easily craft content for your audience, with help from AI.
- ### [Manage content](https://www.hubspot.com/use-case/manage-content)
Organize, update, and distribute content in one place.
- ## Startups & Small Businesses
- ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers)
Generate leads through content, AI, and automation.
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Prospect smarter and automate payments.
- ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data)
Unify your team and data on one platform.
- ## Artificial Intelligence
- ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent)
Scale customer service with an AI customer agent.
- ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent)
Identify and engage high-value leads with an AI prospecting agent.
- ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent)
Get instant answers about your customers with an AI data agent.
## By Team Size
- ### For Small Businesses & Startups
HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one.
[Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter)
- ### For Enterprises
With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use.
[Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise)
## Why HubSpot?
- ### Why Choose HubSpot?
After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates.
[Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot)
- ### Case Studies
Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better.
[See all case studies](https://www.hubspot.com/case-studies)
- ### Spotlight: Product Updates
Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase.
[Explore product updates](https://www.hubspot.com/spotlight)
- [Pricing](https://www.hubspot.com/pricing/marketing)
- Resources Resources
- ## Featured Links
- [Spotlight: Product Updates](https://www.hubspot.com/spotlight)
- [What's New in HubSpot](https://www.hubspot.com/new)
- [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot)
- [Sustainability](https://www.hubspot.com/sustainability)
- ## Community & Events
- [INBOUND Event](https://www.inbound.com/)
- [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers)
- [HubSpot Community](https://community.hubspot.com/)
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- ## Partners
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions)
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- ## Education
- [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing)
- [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing)
- [HubSpot Blogs](https://blog.hubspot.com/)
- [Free Courses & Certifications](https://academy.hubspot.com/)
- [Ebooks, Guides & More](https://www.hubspot.com/resources)
- [HubSpot Knowledge Base](https://knowledge.hubspot.com/)
- ## Tools
- [Website Templates](https://ecosystem.hubspot.com/marketplace/templates)
- [Developer Tools](https://developers.hubspot.com/)
- ## Services
- [Onboarding](https://www.hubspot.com/services/onboarding)
- [Migration](https://www.hubspot.com/services/professional/migrations)
- [Premium Support](https://www.hubspot.com/services/premium-support)
- [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions)
- Products Products
- ## The HubSpot Customer Platform
All of HubSpot's marketing, sales, and customer service software on one agentic platform.
- [__Free HubSpot CRM__](https://www.hubspot.com/products/crm)
- [__Overview of all products__](https://www.hubspot.com/products/get-started)
- [
\
__Marketing Hub__
\
Marketing automation software](https://www.hubspot.com/products/marketing)
- [
\
__Sales Hub__
\
Sales software](https://www.hubspot.com/products/sales)
- [
\
__Service Hub__
\
Customer service software](https://www.hubspot.com/products/service)
- [
\
__Content Hub__
\
Content marketing software](https://www.hubspot.com/products/content)
- [
\
__Data Hub__
\
Data management software](https://www.hubspot.com/products/data)
- [
\
__Revenue Hub__
\
CPQ, billing, and payments software](https://www.hubspot.com/products/revenue)
- [
\
__Smart CRM__
\
AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm)
- [
\
__Small Business Bundle__
\
The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter)
- [
\
__Breeze__
\
AI agents and features that power the entire platform](https://www.hubspot.com/products/artificial-intelligence)
- [
\
__AEO (Beta)__
\
Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo)
- [
\
__HubSpot Marketplace__
\
Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps)
- Solutions Solutions
- By Use Case
- ## Marketing
- [Generate leads](https://www.hubspot.com/use-case/generate-leads)
- [Automate marketing](https://www.hubspot.com/use-case/automate-marketing)
- ## Sales
- [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline)
- [Close deals](https://www.hubspot.com/use-case/close-more-deals)
- ## Customer Service
- [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support)
- [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction)
- ## Content
- [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey)
- [Manage content](https://www.hubspot.com/use-case/manage-content)
- ## Startups & Small Businesses
- [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers)
- [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster)
- [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data)
- ## Artificial Intelligence
- [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent)
- [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent)
- [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent)
- By Team Size
- ## By Team Size
- 
### For Small Businesses & Startups
HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one.
[Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter)
- 
### For Enterprises
With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use.
[Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise)
- Why HubSpot?
- ## Why HubSpot?
- 
### Why Choose HubSpot?
After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates.
[Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot)
- 
### Case Studies
Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better.
[See all case studies](https://www.hubspot.com/case-studies)
- 
### Spotlight: Product Updates
Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase.
[Explore product updates](https://www.hubspot.com/spotlight)
- [Pricing](https://www.hubspot.com/pricing/marketing)
- Resources Resources
- ## Featured Links
- [Spotlight: Product Updates](https://www.hubspot.com/spotlight)
- [What's New in HubSpot](https://www.hubspot.com/new)
- [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot)
- [Sustainability](https://www.hubspot.com/sustainability)
- ## Community & Events
- [INBOUND Event](https://www.inbound.com/)
- [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers)
- [HubSpot Community](https://community.hubspot.com/)
- [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups)
- ## Partners
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions)
- [Technology Partner Program](https://www.hubspot.com/partners/app)
- [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates)
- [Education Partner Program](https://academy.hubspot.com/education-partner-program)
- [Startup Partner Program](https://www.hubspot.com/startups/partners)
- ## Education
- [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing)
- [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing)
- [HubSpot Blogs](https://blog.hubspot.com/)
- [Free Courses & Certifications](https://academy.hubspot.com/)
- [Ebooks, Guides & More](https://www.hubspot.com/resources)
- [HubSpot Knowledge Base](https://knowledge.hubspot.com/)
- ## Tools
- [Website Templates](https://ecosystem.hubspot.com/marketplace/templates)
- [Developer Tools](https://developers.hubspot.com/)
- ## Services
- [Onboarding](https://www.hubspot.com/services/onboarding)
- [Migration](https://www.hubspot.com/services/professional/migrations)
- [Premium Support](https://www.hubspot.com/services/premium-support)
- [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions)
- About About
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[Start free or get a demo](https://www.hubspot.com/products/get-started)
[Log in](https://app.hubspot.com/login)
- English Select a language
- [日本語](#)
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- [Contact Sales](https://offers.hubspot.com/contact-sales)
- [Case Studies Overview](https://www.hubspot.com/case-studies)
- [Directory](https://www.hubspot.com/case-studies/directory)
- Aidexa

# Banca Aidexa: A Revolution in SME Lending. Obtain Financing in Just 48 Hours Thanks to AI and Processes Integrated with HubSpot
Banking & Financial Services
25-200 employees

Use Cases
- Integrate Company Data
- Full CRM
- Increase Conversion Rates
Products
- [Marketing Hub](https://www.hubspot.com/products/marketing)
- [Sales Hub](https://www.hubspot.com/products/sales)
- [Service Hub](https://www.hubspot.com/products/service)
- [Data Hub](https://www.hubspot.com/products/operations)
### Story Overview
Leveraging their partnership with Exelab to optimize the implementation of HubSpot, Banca Aidexa has successfully established a data and process infrastructure. This robust system is instrumental in optimally managing client relationships and maximizing the effectiveness of marketing, sales, and customer service activities.
### About Company
Banca Aidexa, an innovative fintech startup founded in 2020, specializes in financing SMEs with turnovers under 10 million euros.
# __The Challenge and Goals__
AideXa Bank has introduced a new loan disbursement process for small and medium-sized Italian businesses, significantly reducing wait times and simplifying the credit application procedure. Unlike traditional methods, where credit professionals spend weeks or months evaluating funding requests, Banca Aidexa uses open banking and artificial intelligence to provide a real-time response.
To secure funding, companies can log onto the corporate website and connect their accounts, allowing the bank to analyze the data quickly and efficiently. Thanks to its data analysis capabilities, the bank is able to provide a response within approximately 20 minutes and disburse the requested credit in just 48 hours. This process has been designed to be simple and easily adopted by small businesses.
However, simplifying the client-side process hides a very complex challenge for Aidexa. The confirmation of loan disbursement involves several players, including the Bank of Italy and CRIF, and compliance with regulations requires structured and complex processes. For this reason, Aidexa has equipped itself with innovative tools to offer an impeccable user experience to small and medium-sized Italian businesses.
# __The Solution__
HubSpot was selected as the CRM tool to manage all business processes. [__Exelab__](https://www.exelab.com/en/case-studies/aidexa)__,__ the chosen HubSpot partner specialized in enterprise system integration, guided every process phase, from configuration to full integration with the company's internal and external resources. The choice of a comprehensive solution like HubSpot has enabled linking all data within a single control platform.
From the very beginning, Exelab has provided support to Banca AideXa in the definition and structuring of internal processes, as well as in evaluating their effectiveness, prior to their implementation within HubSpot to enhance efficiency and scalability. The integration of HubSpot into the company was conducted progressively, adopting an agile approach that enabled AideXa's personnel to test and refine processes to achieve the most functional configuration.
AideXa has achieved excellent performance thanks to the use of HubSpot and its full integration with the complex ecosystem of processes, data, and tools typical of the financial sector.
__Key Points__
The project kicked off at the end of 2021 and saw the implementation of various technological solutions capable of simplifying and improving the customer experience. AideXa was able to take full advantage of HubSpot's potential to manage and monitor the entire customer onboarding process.
Thanks to the integration of automation logic, AideXa's customer service team was able to efficiently monitor the progress of customer requests and communicate promptly during the onboarding process. Additionally, a personalized communication system for managing renewals was implemented. This system allows AideXa to identify loyal customers and offer them new financing products.
Tracking the customer onboarding process within HubSpot
The key initial goal of AideXa was to monitor and manage the entire onboarding process for companies seeking credit access. To achieve this goal, it was necessary to use a well-configured CRM tool integrated with other company applications.
Thanks to the creation of this infrastructure, the work of the teams involved in the different stages has been greatly simplified, and the conversion rate has increased significantly thanks to complete control of the progress of practices and immediate communication to customers in case of any hitches during the onboarding process.
Automation of communications targeted at users
The AideXa onboarding process, integrated into HubSpot, allows for storing a large amount of data, which is managed in compliance with GDPR regulations. This data is used to send targeted communications to users, both during the onboarding process and to communicate the approval or non-approval of the loan and the reasons that led to such an outcome, as well as to provide all necessary assistance to customers at any stage of the customer journey. Thanks to the use of HubSpot's marketing automation tools, AideXa can manage communications in a highly personalized and automated way.
Centralized customer support management
Within the centralized system in HubSpot, the use of a single tool for managing assistance requests related to the onboarding phase, both from customers and partners, was a fundamental aspect. In addition, the "Meeting" function of HubSpot was configured within the system, which allows managing the booking of appointments for information requests on financing.
Thanks to this centralized solution, customers and partners can benefit from a complete and integrated assistance experience, contributing to consolidate their trust in the quality of the services offered by the company.
Table of Contents Table of Contents
- [The Challenge and Goals](https://www.hubspot.com#the-challenge-and-goals)
- [The Solution](https://www.hubspot.com#the-solution)
> HubSpot, an ideal tool and Exelab, a professional partner, expertly guide us in choosing complex tech solutions with a customer-oriented approach from start to finish.
Jason Boon
Chief Digital Marketing

### Start Growing With HubSpot Today
With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier.
[Get a demo](https://offers.hubspot.com/crm-platform-demo)
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[Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent)
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### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot
- Marketing Hub
- Sales Hub
- Service Hub
* * *
[Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm)
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### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics
- Marketing Hub
- Sales Hub
- Service Hub
* * *
[Read more](https://www.hubspot.com/case-studies/ekol-logistics)
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### How FBA Boosted Lead Generation 216% by Powering Sales and Marketing with Breeze
- Banking & Financial Services
- 25-200 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/franchise-brokers-association)
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