Financial services firms are moving fast on AI. 61% expect it to help orchestrate their marketing campaigns within 18 months. But 77% say data integration and quality issues are holding them back. (Source: Adobe, 2026 AI and Digital Trends in Financial Services). AI is only as good as the data and systems underneath it - if your HubSpot portal no longer reflects how your business works, with legacy workflows, inconsistent data, unclear ownership and reports you don’t fully trust, you’re not alone. We can help.

The FS Marketer's Hubspot Audit

The FS Marketer's Hubspot Audit gives you a clear, structured assessment of your HubSpot portal, with prioritised recommendations tailored to the needs of regulated FS organisations. This is not a generic HubSpot audit. It’s built specifically for financial services, combining FMI’s deep bank of financial services marketing experience with Claire Cordell’s hands-on experience leading HubSpot and data strategy.

Who it’s for

Financial services firms using HubSpot for marketing automation, lead capture and segmentation, events and webinars, partner management, or reporting. That includes institutions such as fintechs, wealth and asset managers, insurance brokers, advisory firms and FS vendors.

What we’ll look at

·        Data quality and consistency

·        Workflows and automation

·        Lifecycle stages and lead management

·        Dashboard and reporting set up

What you’ll get

A short report with prioritised quick wins, and a call to talk them through with your team. It’s designed to be fast and low-effort for you, and it gives you a clearer path to AI readiness.

Why FMI?

·        Peer-led support from people who’ve worked in FS marketing

·        Built on the combined wisdom of FMI’s community of FS marketers

·        Five years of hands-on HubSpot CRM and data strategy experience

·        An understanding of FS compliance, governance and data sensitivity

Find out more

Get in touch with Claire Cordell, FMI's MarTech Lead to book a 30-minute discovery call. We’ll talk through your HubSpot setup and the challenges you’re facing and how we can help.