Logo - Full (Color)
[Skip to content](https://www.hubspot.com#global-nav-main-content)
- 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)
- Close Search
- [Log in](https://app.hubspot.com/login)
- 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)
Back [ ](https://www.hubspot.com/)
Menu
- Close Search
- 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
[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)
- ### 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
AI agents and features that power the entire platform
[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)
- ### 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
- [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)
- 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
- [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)
- Wayflyer

# Wayflyer Grows 900% and Becomes a Tech Unicorn With the Help of HubSpot
Banking & Financial Services
200-1,000 employees

- $230M
in secured funding
- 300
employees
- 98%
of customers would recommend
Use Cases
- HubSpot for Startups
- Integrations
- Sales and Marketing Alignment
Products
- [Sales Hub](https://www.hubspot.com/products/sales)
- [Marketing Hub](https://www.hubspot.com/products/marketing)
### Story Overview
Wayflyer grew 900% last year—and reached tech unicorn status—all on the HubSpot CRM Platform which helped future-proof their business and provided them a single source of truth for all customer information and interactions.
### About Company
Wayflyer provides flexible funding and actionable insights to the world's fastest-growing eCommerce businesses. Founded in 2019, Wayflyer has customers across 11 countries and offices in Dublin, Atlanta, New York, London, and Sydney.

### Launching a Financing Startup
When [Wayflyer](https://www.wayflyer.com/) planned its launch in 2019, the leadership team put customers at the center of its operations.
“We take the customer relationship seriously,” says Stephen Duke, Director of Marketing at Wayflyer. “It’s always been really important to us.”
The company realized that one way to facilitate strong customer relationships is with a CRM platform that would serve as a central source of truth for all customer information and interactions.
“Having one source of truth for customers helps you understand where each one is at so you can serve them all better,” says Stephen.
Having an all-in-one CRM solution that’s easy-to-use and maintain would also enable Wayflyer to put its attention on customers instead of technology.
Stephen explains: “When you’re growing, you don’t want to spend your time on a complicated tech stack, managing loads of different solutions. You want something that brings everything together and allows teams to perform sales, marketing and service efficiently.”
### Need for scalability
The Wayflyer team also wanted a CRM platform that could scale as the company grew. Even though the company launched with just a handful of people, the founders had big plans from the very beginning.
“We didn’t want to have to change our tech stack in a few months when our business took off,” says Stephen. “We wanted to keep our focus on value-added activities instead of planning and implementing a new CRM.”
### Choosing the HubSpot CRM Platform
The Wayflyer team considered their options and ultimately enrolled in the [HubSpot for Startups](https://www.hubspot.com/startups) Series A program through one of its investors, [Speedinvest](https://www.speedinvest.com/), implementing [Sales Hub](https://www.hubspot.com/products/sales) and [Marketing Hub](https://www.hubspot.com/products/marketing).
The team chose the platform for its affordability and ease of use.
Stephen explains: “HubSpot has a great entry package for companies that are young and still working things out. It’s also easy to use and not super complex to get started.”
Just as importantly, the team liked the HubSpot CRM Platform’s ability to scale.
“We could literally add hundreds of team members and thousands of customers without needing to change our CRM,” says Stephen.
The HubSpot CRM Platform also put sales and marketing on the same platform, giving teams access to the same customer data—which facilitated smooth customer handoffs and greater collaboration among teams.
### Growing With the HubSpot CRM Platform
Today, Wayflyer’s 120-person global sales team uses the HubSpot CRM Platform for prospecting and managing deals. The marketing team uses it for everything from email campaigns to lead capture forms to nurturing sequences.
Meanwhile, the customer service team uses it to monitor and respond to customer tickets and provide live chat support via the HubSpot CRM’s combined inbox.
### Cross-team collaboration
With sales, marketing, and customer service on the same platform, teams can easily collaborate and seamlessly hand off customers.
Stephen notes that this collaboration is especially important when sales hands a customer to the customer success team.
“The customer success team has the full context of who the customer is, what they’ve signed up for, and what the previous conversations have been,” says Stephen.
This seamless collaboration among teams is one reason why customers rate Wayflyer so highly.
“Customers don’t have to repeat themselves with every customer success rep they talk to. We already know them and what’s important to them,” says Stephen.
### Collaboration with legal and finance
The HubSpot CRM Platform also facilitates collaboration among Wayflyer’s sales, legal, and finance teams, which is particularly important for its business.
Wayflyer provides funding to eCommerce companies. As part of the approval process, Wayflyer analyzes the performance of the companies that apply.
The HubSpot CRM Platform facilitates this analysis by making it easy for the sales team to collaborate with the underwriting and legal teams.
The teams even use the HubSpot CRM Platform to automate parts of the process, including automatically issuing requests for information to applicants as the deal moves through each stage of the approval process.
### 50+ integrations
Stephen and his team are also taking full advantage of the many [app integrations](https://www.hubspot.com/integrations/content-library) available for the HubSpot CRM platform.
At last count, they’ve integrated the platform with over 50 solutions.
Most notably, they’ve integrated HubSpot CRM with Slack to automatically notify teams when deals hit specific stages and their input is required.
Additionally, Stephen and his team have integrated the HubSpot CRM Platform with Wayflyer’s proprietary web app.
“Having just one source of truth is great,” says Stephen. “Being able to seamlessly pass that information through to other tools is even better.”
### Reporting
Wayflyer has also purchased a HubSpot [reporting add-on](https://blog.hubspot.com/customers/new-reporting-add-on) that combines marketing and sales reports into one user interface.
“We’re able to monitor and report on everything from business development to sales to marketing to customer retention,” says Stephen. “And it’s all done through HubSpot.”
### Personalized customer experiences
Stephen is also impressed with the HubSpot CRM Platform’s ability to not just deliver personalized experiences to its customers but to maintain the strong personal relationships that have been Wayflyer’s hallmark from the beginning.
He explains: “HubSpot makes it easy for us to build real relationships with our customers because sales, marketing, and customer service all have complete information at their fingertips. Our customers feel like we’re truly partnering with them to help them grow—which we are.”
### Easy scalability
Today, Wayflyer has grown a lot from its early days, and HubSpot has scaled right along with it.
Stephen believes this scalability has allowed Wayflyer to keep its focus where it belongs: on its customers and products.
“HubSpot has allowed us to scale efficiently and focus on improving our products and creating better customer experiences,” says Stephen.
### 900% Growth in One Year
From 2020 to 2021, Wayflyer grew 900%, signing up thousands of customers and expanding its employee count to 270.
Most impressively, it managed to scale at this rapid pace while also maintaining high levels of customer satisfaction, with 98% willing to recommend Wayflyer to a friend or colleague.
To date, Wayflyer has received $230 million in secured funding. The most recent funding of $150 million established Wayflyer as Ireland’s sixth home-grown tech unicorn.
With all of this success, Stephen is excited to see what the future will bring.
“We’ve been able to make it this far with HubSpot, and I see that continuing,” says Stephen. “They’re basically clearing the path for us as we grow.”
Table of Contents Table of Contents
- [Launching a Financing Startup](https://www.hubspot.com#launching-a-financing-startup)
- [Need for scalability](https://www.hubspot.com#need-for-scalability)
- [Choosing the HubSpot CRM Platform](https://www.hubspot.com#choosing-the-hubspot-crm-platform)
- [Growing With the HubSpot CRM Platform](https://www.hubspot.com#growing-with-the-hubspot-crm-platform)
- [Cross-team collaboration](https://www.hubspot.com#cross-team-collaboration)
- [Collaboration with legal and finance](https://www.hubspot.com#collaboration-with-legal-and-finance)
- [50+ integrations](https://www.hubspot.com#50-integrations)
- [Reporting](https://www.hubspot.com#reporting)
- [Personalized customer experiences](https://www.hubspot.com#personalized-customer-experiences)
- [Easy scalability](https://www.hubspot.com#easy-scalability)
- [900% Growth in One Year](https://www.hubspot.com#900-growth-in-one-year)
Previous Next
- > We could literally add hundreds of team members and thousands of customers without needing to change our CRM.
Stephen Duke
Director of Marketing
Wayflyer
- > HubSpot has allowed us to scale efficiently and focus on improving our products and creating better customer experiences
Stephen Duke
Director of Marketing
Wayflyer
- > We’re able to monitor and report on everything from business development to sales to marketing to customer retention,” says Stephen. “And it’s all done through HubSpot.
Stephen Duke
Director of Marketing
Wayflyer

### 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
- 
### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent)
- 
### Lendio Closes 58% More Deals with Marketing Hub Automation
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/lendio)
- 
### NQM Funding scales from regional player to $4B national lender with HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/nqm-funding)
- 
### Pleo consolidates 4+ tools with HubSpot, saving $350,000 per year
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/pleo)
- 
### Instant Factoring generates €449k Revenue with HubSpot Automations
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/instant-factoring)
- 
### Teamwork.com makes its sales team 50% more effective with HubSpot
- 200-1,000 employees
- Ireland
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/teamwork.com)
- 
### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/iex-group)
- 
### Allica Bank scales from start-up to £1bn+ in lending with HubSpot CRM
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/allica-bank)
- 
### Better.co.uk achieves a 50% increase in meaningful customer conversations through HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/trussle)
- 
### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO
- Banking & Financial Services
- 200-1,000 employees
- Marketing Hub
* * *
[Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo)
- 
### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent)
- 
### Lendio Closes 58% More Deals with Marketing Hub Automation
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/lendio)
- 
### NQM Funding scales from regional player to $4B national lender with HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/nqm-funding)
- 
### Pleo consolidates 4+ tools with HubSpot, saving $350,000 per year
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/pleo)
- 
### Instant Factoring generates €449k Revenue with HubSpot Automations
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/instant-factoring)
- 
### Teamwork.com makes its sales team 50% more effective with HubSpot
- 200-1,000 employees
- Ireland
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/teamwork.com)
- 
### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/iex-group)
- 
### Allica Bank scales from start-up to £1bn+ in lending with HubSpot CRM
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/allica-bank)
- 
### Better.co.uk achieves a 50% increase in meaningful customer conversations through HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/trussle)
- 
### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO
- Banking & Financial Services
- 200-1,000 employees
- Marketing Hub
* * *
[Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo)
- 
### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent)
- 
### Lendio Closes 58% More Deals with Marketing Hub Automation
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/lendio)
- 
### NQM Funding scales from regional player to $4B national lender with HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/nqm-funding)
- 
### Pleo consolidates 4+ tools with HubSpot, saving $350,000 per year
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/pleo)
- 
### Instant Factoring generates €449k Revenue with HubSpot Automations
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/instant-factoring)
- 
### Teamwork.com makes its sales team 50% more effective with HubSpot
- 200-1,000 employees
- Ireland
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/teamwork.com)
- 
### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/iex-group)
- 
### Allica Bank scales from start-up to £1bn+ in lending with HubSpot CRM
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/allica-bank)
- 
### Better.co.uk achieves a 50% increase in meaningful customer conversations through HubSpot
- Banking & Financial Services
- 200-1,000 employees
- Sales Hub
* * *
[Read more](https://www.hubspot.com/case-studies/trussle)
- 
### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO
- Banking & Financial Services
- 200-1,000 employees
- 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
- [Breeze AI Tools](https://www.hubspot.com/products/artificial-intelligence) Breeze AI Tools
- [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
- [AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator) AI Website Generator
- [Email Marketing Software](https://www.hubspot.com/products/marketing/email) Email Marketing Software
- [Lead Management Software](https://www.hubspot.com/products/crm/lead-management) Lead Management Software
- [AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent) AI Prospecting Agent
- [Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder) Free Website Builder
- [Landing Pages](https://www.hubspot.com/products/marketing/landing-pages) Landing Pages
- [Free Online Form Builder](https://www.hubspot.com/products/marketing/forms) Free Online Form Builder
- [Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder) Free Chatbot Builder
- [Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat) Free Live Chat Software
- [Marketing Analytics](https://www.hubspot.com/products/marketing/analytics) Marketing Analytics
- [Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages) Free Landing Page Builder
- [Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting) Free Web Hosting
## Free Tools
- [See All Free Business Tools](https://www.hubspot.com/free-business-tools) See All Free Business Tools
- [AEO Grader](https://www.hubspot.com/aeo-grader) AEO Grader
- [AI Search Sensor](https://www.hubspot.com/aeo-sensor) AI Search Sensor
- [Make My Persona](https://www.hubspot.com/make-my-persona) Make My Persona
- [Email Signature Generator](https://www.hubspot.com/email-signature-generator) Email Signature Generator
- [Free Business Templates](https://www.hubspot.com/resources/templates) Free Business Templates
- [Software Comparisons Library](https://www.hubspot.com/comparisons) Software Comparisons Library
- [Website Templates](https://ecosystem.hubspot.com/marketplace/website) Website Templates
## Company
- [About Us](https://www.hubspot.com/our-story) About Us
- [Careers](https://www.hubspot.com/careers) Careers
- [Management Team](https://www.hubspot.com/company/management) Management Team
- [Board of Directors](https://www.hubspot.com/company/board-of-directors) Board of Directors
- [Investor Relations](https://ir.hubspot.com/) Investor Relations
- [Blog](https://blog.hubspot.com/) Blog
- [Sustainability](https://www.hubspot.com/sustainability) Sustainability
- [Contact Us](https://www.hubspot.com/company/contact) Contact Us
## Customers
- [Customer Support](https://help.hubspot.com/) Customer Support
- [Join a Local User Group](https://www.hubspot.com/hubspot-user-groups) Join a Local User Group
## Partners
- [All Partner Programs](https://www.hubspot.com/partners) All Partner Programs
- [Solutions Partner Program](https://www.hubspot.com/partners/solutions) Solutions Partner Program
- [Technology Partner Program](https://www.hubspot.com/partners/app) Technology Partner Program
- [HubSpot for Startups](https://www.hubspot.com/startups/partners) HubSpot for Startups
- [Affiliate Program](https://www.hubspot.com/partners/affiliates) Affiliate Program
- [Facebook](https://www.facebook.com/hubspot)
- [Instagram](https://www.instagram.com/hubspot/)
- [Youtube](https://youtube.com/user/HubSpot)
- [Twitter](https://x.com/HubSpot)
- [Linkedin](https://www.linkedin.com/company/hubspot)
- [Reddit](https://www.reddit.com/r/hubspot)
- [Tiktok](https://www.tiktok.com/@hubspot)
[](https://apps.apple.com/us/app/hubspot/id1107711722) [](https://play.google.com/store/apps/details)
[](https://www.hubspot.com/)
Copyright © 2026 HubSpot, Inc.
- [Legal Center](https://legal.hubspot.com/legal-center)
- [Privacy Policy](https://legal.hubspot.com/privacy-policy)
- [Security](https://legal.hubspot.com/security)
- [Website Accessibility](https://legal.hubspot.com/website-accessibility)
- [Manage Cookies](https://www.hubspot.com)