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Streamline Payments & Subscriptions with Commerce Hub

Simplify payment collection and subscription management for your financial services firm. Commerce Hub integrates seamlessly with your CRM to provide a complete quote-to-cash solution.

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The Challenge: Payments in Financial Services

Managing payments and subscriptions can be surprisingly complex for financial services firms. Whether you're collecting advisory fees, insurance premiums, subscription payments for digital services, or fees for financial planning services, you need a system that's secure, compliant, and easy to use.

Many firms struggle with disconnected payment systems, manual invoicing processes, difficulty managing recurring payments, lack of visibility into revenue, and poor integration between their payment system and CRM.

 

Commerce
Commerce

The Solution: HubSpot
Commerce Hub

Commerce Hub brings payment processing, subscription management, and revenue operations together in one platform—fully integrated with your HubSpot CRM. It's designed to make it easy to collect payments, manage subscriptions, and track revenue.

Key Features for Financial Services

Payment Processing

Accept payments securely through multiple channels. Process one-time payments and recurring subscriptions. Support multiple payment methods including credit cards, ACH, and digital wallets.

Secure payment processing

Multiple payment methods

Payment links for easy collection

Mobile-friendly payment pages

PCI compliance included

International payment support

 

Subscription Management

Manage recurring revenue with sophisticated subscription tools. Handle different billing frequencies, proration, upgrades and downgrades, and automatic renewals.

Flexible billing frequencies

Automatic recurring billing

Subscription upgrades and downgrades

Proration handling

Trial periods

Cancellation management

 

Quotes & Invoicing

Create professional quotes and invoices quickly. Use templates to maintain consistency. Track payment status automatically. Send automated payment reminders.

Quote and invoice templates

Product and pricing library

Automated invoice generation

Payment status tracking

Automated payment reminders

Custom terms and conditions

Revenue Reporting

Get complete visibility into your revenue. Track monthly recurring revenue (MRR), annual recurring revenue (ARR), churn, and other key metrics. Understand your revenue trends and forecast future growth.

Revenue dashboards

MRR and ARR tracking

Churn analysis

Revenue forecasting

Custom revenue reports

CRM Integration

Commerce Hub is fully integrated with HubSpot CRM. Payment information, subscription status, and revenue data are automatically synced to contact and company records. Get a complete view of each client relationship.

Automatic data sync to CRM

Payment history on contact records

Subscription status tracking

Revenue attribution

Automated workflows based on payment events

 

Commerce Automation

Automate your revenue operations. Create workflows that trigger based on payment events— send thank you emails after payments, alert your team about failed payments, update deal stages automatically, and more.

Payment event triggers

Automated notifications

Failed payment handling

Renewal reminders

Upsell automation

 

Industry-Specific Use Cases

Financial Advisors

Financial Advisors

Challenge: Collecting recurring advisory fees efficiently.

 

Solution: Implemented Commerce Hub for automated monthly fee collection. Set up subscription management for different service tiers. Created automated invoicing and payment reminders.

 

Results: Streamlined fee collection and improved cash flow management.

Financial Planning Firms

Financial Planning Firms

Challenge: Managing one-time planning fees and ongoing subscription services.

 

Solution: Set up Commerce Hub to handle both one-time payments for comprehensive plans and recurring subscriptions for ongoing planning services. Created quote templates for different service packages.

 

Results: Simplified payment processing and enhanced revenue tracking.

 

Fintech Companies

Fintech Companies

Challenge: Scaling subscription management for SaaS products

 

Solution: Implemented Commerce Hub for subscription billing with multiple tiers. Set up automated trial-to-paid conversions. Created revenue dashboards for tracking MRR and churn.

 

Results: Scaled subscription operations efficiently and improved revenue visibility.

Insurance Agencies

Insurance Agencies

Challenge: Collecting premium payments and managing policy renewals.

 

Solution: Set up recurring billing for premium payments. Implemented automated renewal reminders and payment processing. Created workflows to alert agents about failed payments.

 

Results: Improved premium collection rates and reduced administrative burden.

 

 

The Benefits of Integrated Commerce

When your payment system is integrated with your CRM, you get powerful benefits

Complete Client View

Complete Client View

See payment history, subscription status, and revenue data right on the contact record. Understand the complete client relationship.

 

Automated Workflows

Automated Workflows

Trigger actions based on payment events. Send thank you emails, create tasks for your team, update deal stages—all automatically.

Better Forecasting

Better Forecasting

Understand your recurring revenue and forecast future growth with confidence. Track key metrics like MRR, ARR, and churn.

 

Improved Efficiency

Improved Efficiency

Eliminate manual data entry and reduce administrative work. Let automation handle routine tasks so your team can focus on serving clients.

 

Enhanced Client Experience

Enhanced Client Experience

Make it easy for clients to pay you. Provide professional invoices, convenient payment options, and automated reminders.

Why Choose Vantage Point for Commerce Hub?

Implementing Commerce Hub effectively requires understanding both the technical setup and the unique considerations of financial services revenue operations. Our team has helped numerous financial services firms implement payment and subscription systems that work seamlessly with their CRM.

We'll help you set up your payment processing, configure your subscription management, create your quote and invoice templates, integrate with your existing systems, train your team, and establish processes for revenue operations. Our goal is to help you create a  seamless quote-to-cash process that improves efficiency and enhances the client experience.

 

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