We've officially been recognised as a HubSpot Financial Services Specialist, a badge awarded to a select group of partners who don't just know HubSpot, but understand the industries they are serving. For us, one of the many industries where we have proven ourselves many times over is financial services. With clients such as Lannock Strata Finance, CapSpace, Xceda Finance, Eftpos, NZHL, FinSecure Finance, Resimac Group, Cicada Innovations, EML Payments and Better Finance, and many more.
HubSpot's Industry Specialist badge isn't a participation award. It's given to partners who can demonstrate real, proven capability within a specific vertical, the ability to deliver industry-specific solutions and integrations, and crucially, the ability to speak the language of that industry and understand its unique pain points.
For financial services, that means understanding compliance-driven sales cycles, complex approval and onboarding workflows, multi-stakeholder decision-making, data security and privacy requirements, and the operational complexity that comes with managing client relationships across lending, payments, and advisory functions.
Financial services businesses are increasingly recognising that a modern CRM isn't just for sales teams; it's the connective tissue between business development, risk and compliance, and client retention. But the off-the-shelf approach rarely cuts it in an industry this specific.
We've spent years solving exactly these problems for the sector, working closely with businesses across financial services to tailor HubSpot in ways that actually reflect how they operate, from pipeline stages built around approval and underwriting cycles to integrations with core banking, payments, and compliance systems.
This badge adds to Avidly APAC's growing list of HubSpot recognition, including six HubSpot Accreditations, Solutions Partner of the Year for four consecutive years, and the Construction Industry Specialist badge. Each one reflects a different dimension of what we do: technical depth, implementation quality, and now, genuine industry expertise across multiple verticals.
If you're a financial services business looking to get more out of HubSpot or thinking about making the move, we'd love to talk.
If you'd like to know more about Avidly APAC's capabilities, visit our website at https://www.avidlyapac.com/services