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[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 [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### 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) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## 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. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) 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. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) 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 - [UNBOUND Event](https://unbound.hubspot.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) - 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) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __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 - [UNBOUND Event](https://unbound.hubspot.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 - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [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](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [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) - Uploan  # How Uploan Raised $10M in Series A Funding with the Help of the HubSpot CRM Platform Banking & Financial Services 25-200 employees  - $10M Raised in Series A funding - 150+ Companies served - 350K Employees in portfolio Use Cases - Sales and Marketing Alignment Products - [Sales Hub](https://www.hubspot.com/products/sales) - [Marketing Hub](https://www.hubspot.com/products/marketing) ### Story Overview As a startup, Uploan needed an easy-to-use, highly configurable CRM that could scale quickly. After testing different tools, Uploan picked HubSpot CRM for its robust capabilities and third-party integrations. ### About Company Uploan is an innovative platform that empowers companies in emerging markets to provide fair, affordable, and convenient financial services to their employees as well as financial education and support. ### The Search for an Easy-to-Use, Highly Configurable CRM Platform Most people in emerging markets don’t have access to traditional banking services. The only way this underserved segment of the population can get loans is through friends, family, the black market, or their employer.  When employers provide financial services to their employees, those services are often limited to debit cards and bank accounts where payroll is disbursed. Credit cards and other lending services aren’t offered.  Entrepreneurs Liam Grealish and Benoit Portoleau-Balloy saw an opportunity to improve the lives of this underserved segment of the population. They launched [Uploan](https://uploan.ph/): a platform that partners with companies to provide a broader range of financial services to employees on their behalf.  Drawing from his 15 years of experience with startups, Benoit knew that having a CRM platform that was scalable and easy to use would be essential to Uploan’s success.  “My mission was to structure the processes,” says Benoit. “Given the kind of business we have, we needed a strong tooling foundation and CRM.” Uploan also had some unique requirements for its CRM. It would need to support both the B2B and B2C sides of the business: 1) finding new companies to partner with and 2) onboarding employees of those companies once they signed up. The ability to market to employees directly was particularly important. Many of the companies in Uploan’s target market have limited capability to communicate with their employees at a large scale—so Uploan would have the task of reaching to them directly once the company signed on as a partner. In addition, CRM platform scalability would be key because every new company partnership could mean onboarding thousands of employees almost overnight.  Just as importantly, Benoit and his team didn’t want to incur the costs of hiring developers to implement or manage the CRM—or be slowed down by a development schedule that was outside their control.   “We needed to be able to build things ourselves to move fast,” says Benoit.  Benoit considered implementing Salesforce but decided it would be overkill for the maturity of Uploan’s tech stack.  “For early-stage companies with limited resources, Salesforce is too complex to deploy and requires very specific skills,” says Benoit. Benoit then considered HubSpot. He knew of HubSpot as a marketing automation software from his previous company. But when he investigated further, he discovered it was much more than that. “I saw they had a CRM that was reasonably priced, so I engaged with them to learn more,” says Benoit. ### Scaling Rapidly with HubSpot CRM The more Benoit researched the HubSpot CRM, the more he was sold. So he signed up for a $400 a month subscription to test it out.  After using the platform for just six weeks, Benoit was even more convinced. He decided to go all-in on HubSpot CRM by implementing Sales Hub and Marketing Hub.  __The ability to test, learn and adjust__ As is typical with startups, Benoit didn’t know exactly how the company would take shape. He and his team went through a process of testing, learning and adapting.  Benoit found that the HubSpot CRM is perfectly suited for this kind of rapid iteration and adaptation because it is so easy to configure and update. Benoit explains:  “When you’re a young company, you need to build pipelines for your products without exactly knowing what you're building or even what your final product will look like. With HubSpot, we had the configurability we needed to test, learn, adjust and finetune until we had a clear view of what we wanted.” __A platform for both B2B and B2C marketing__ Fortunately, Benoit also found the HubSpot CRM platform could easily support both the B2B and B2C sides of the business without having to rely on an outside development team.  “Our marketing team has full autonomy and independence with HubSpot,” says Benoit. “We can move with agility and speed to deliver when we need to deliver.”  Stephanie Carianga, Marketing Director at Uploan, agrees: “Uploan is like a bullet train. As a marketing team, we’re always racing to keep up with the company’s objectives. We rely on HubSpot and its easy configurability to help us maintain the rapid pace.” __Implementing an employee referral program__ As expected, marketing directly to company employees proved to be a particularly challenging—and important— aspect of the business.  Thus, Benoit charged Stephanie with developing an employee referral program that would engage employees and get them excited to use Uploan’s services.  The innovative program uses raffles and reward systems to generate interest among the employees of the companies they serve. “Our employee referral program has been a big part of our success,” says Stephanie. “It’s one of our key anchors to generate awareness, and HubSpot is at the center of it.” The program also depends on the HubSpot CRM’s ability to integrate with third-party software—and Stephanie appreciates having a choice of which apps to use. “We’re not big fans of some of the third-party solutions out there,” says Stephanie. “Thankfully, HubSpot has a long list of software integrations, so we had options.” Consequently, Stephanie has integrated a number of third-party applications into HubSpot CRM, such as Zapier, to seamlessly manage the referral program.  __Real-time data for pitching to investors__ An additional benefit of the HubSpot CRM is that it gives Liam and Benoit the real-time data they need when pitching to investors.  Benoit explains: “Usually, early stage startups come in with a pitch deck and a minimum viable product. When we raised Series A, we sat in front of investors with clean, real-time data that we could dig into.” This capability made a strong impression, with investors commenting on the level of execution and the quality of the data. In fact, many rated Uploan as one of the top companies in Southeast Asia for its early structuring of data. In the end, having this data at their fingertips played a key role in Uploan successfully securing Series A funding.  “If you have the data, you can make better decisions,” says Benoit. “When we shared the HubSpot dashboard with investors, they immediately got what we were doing. It reflected perfectly our obsession with focus and execution.” ### $10M Raised in Series A Funding With the help of the HubSpot CRM platform and its real-time reporting, Uploan successfully raised $10M in Series A funding.  This was one of the biggest Series A in the Philippines at the time. Today, Uploan continues to scale rapidly, currently serving 150-plus companies and over 350,000 employees of those companies.  Benoit and Stephanie have no doubts that HubSpot CRM was the best choice for Uploan, and Benoit often recommends it to other startups.  “At the startup stage, you need an easy-to-use CRM with broad capabilities. HubSpot has the capability and adaptability you need to prove your product and find your market—while also being smart with your resources.” Table of Contents Table of Contents - [The Search for an Easy-to-Use, Highly Configurable CRM Platform](https://www.hubspot.com#the-search-for-an-easy-to-use-highly-configurable-crm-platform) - [Scaling Rapidly with HubSpot CRM](https://www.hubspot.com#scaling-rapidly-with-hubspot-crm) - [$10M Raised in Series A Funding](https://www.hubspot.com#10m-raised-in-series-a-funding)  ### 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) ##### Related Case Studies -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### Caxton increases web traffic by 65% with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### How booming fintech CardUp boosted efficiency 4X with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cardup) -  ### 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 - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/aidexa) -  ### Jeeves streamlines its lead generation and conversion efforts with HubSpot’s tools - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/jeeves) -  ### SeedLegals Helps Its Customers Raise £1.3 Billion With the Help of the HubSpot CRM Platform - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/seedlegals) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - 25-200 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - Sales Hub - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### Caxton increases web traffic by 65% with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### How booming fintech CardUp boosted efficiency 4X with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cardup) -  ### 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 - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/aidexa) -  ### Jeeves streamlines its lead generation and conversion efforts with HubSpot’s tools - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/jeeves) -  ### SeedLegals Helps Its Customers Raise £1.3 Billion With the Help of the HubSpot CRM Platform - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/seedlegals) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - 25-200 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - Sales Hub - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### Caxton increases web traffic by 65% with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### How booming fintech CardUp boosted efficiency 4X with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/cardup) -  ### 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 - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/aidexa) -  ### Jeeves streamlines its lead generation and conversion efforts with HubSpot’s tools - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/jeeves) -  ### SeedLegals Helps Its Customers Raise £1.3 Billion With the Help of the HubSpot CRM Platform - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/seedlegals) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - 25-200 employees - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - Sales Hub - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) [See all case studies](https://www.hubspot.com/case-studies/directory) [Back to top](#) Back Close ## Popular Features - [All Products and Features](https://www.hubspot.com/products) All Products and Features - [HubSpot AEO](https://www.hubspot.com/products/aeo) HubSpot AEO - [Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting) Free Meeting Scheduler App - [Agent Hub](https://www.hubspot.com/products/artificial-intelligence) Agent Hub - [Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking) Email Tracking Software - [AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer) AI Content Writer - 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