Keep Your Data Clean, Connected, and Actionable with Operations Hub

Wealth Management Firms

Challenge: Managing complex client relationships across multiple advisory teams while maintaining data accuracy for compliance reporting and coordinating between portfolio management software, financial planning tools, and CRM systems.

Solution: Implemented Operations Hub with bidirectional sync to Orion, eMoney, and Salesforce. Created custom workflows for automated client review scheduling based onAUM thresholds and account anniversaries. Built datasets combining portfolioperformance data with CRM engagement metrics for comprehensive client healthscoring. Established team partitions by advisor, region, and client segment withappropriate permission controls.

Results: Unified client data across all systems, eliminated manual data entry betweenplatforms, improved data accuracy for regulatory reporting, and enabled advisors toaccess complete client information instantly. Enhanced compliance tracking andreduced audit preparation time significantly. 

Insurance Agencies

Challenge: Tracking policy renewals across multiple carriers and product lines,maintaining accurate policy holder information, managing high volumes of quoterequests, and coordinating between agency management systems and marketing tools.

Solution: Deployed Operations Hub with data sync to Applied Epic and Salesforce.Created programmable automation for renewal reminder workflows triggered 120 daysbefore policy expiration. Implemented data quality automation to standardize contactinformation and remove duplicate policy holder records. Built custom reporting datasetstracking renewal rates, cross-sell opportunities, and policy holder lifetime value byproduct line.

Results: Improved renewal rates through automated, timely outreach. Eliminatedduplicate client records causing confusion and compliance issues. Enabled targetedcross-sell campaigns based on life stage and coverage gaps. Streamlined operationsand reduced administrative burden on producers.

Financial Advisors

Challenge: Growing a practice efficiently while maintaining personalized service, integrating client portal data with CRM, tracking referrals and Centers of Influence relationships, and managing prospect nurture sequences across long sales cycles.

Solution: Implemented Operations Hub connecting client portal, calendar system, andHubSpot CRM. Created automated workflows for prospect nurture based onengagement score and advisor capacity. Built data quality rules to maintain accuratecontact information and relationship hierarchies. Developed custom datasets tracking referral sources, conversion rates by channel, and practice growth metrics.

Results: Increased advisor productivity by eliminating manual data tasks. Improved prospect follow-up consistency with automated workflows tailored to advisor's process.Enhanced referral tracking providing visibility into most valuable Centers of Influence.Scaled practice growth without adding administrative staff.

Fintech Companies

Challenge: Scaling operations rapidly while maintaining data accuracy, integrating product usage data with CRM for behavior-based marketing, managing high-velocity sales processes, and connecting multiple SaaS tools in the tech stack.

Solution: Deployed Operations Hub with extensive integrations to product analytics platforms, billing systems, support tools, and data warehouses. Implemented programmable automation for advanced lead scoring incorporating product trial behavior. Created workflows for automated trial-to-paid conversion outreach. Builtcomprehensive datasets combining product usage, support interactions, and revenuedata for customer health scoring and churn prediction.

Results: Scaled operations efficiently during rapid growth phases. Enabled data-drivendecision making with unified customer intelligence. Improved trial-to-paid conversionrates through behavior-triggered automation. Reduced churn with proactive at-riskcustomer identification and intervention workflows. The

Revenue Growth

Clean, unified data enables more effective marketing, more productive sales conversations, and better client service—all leading to increased acquisition and retention. Organizations using Operations Hub report 94% increased customer acquisition rates and 93% growth in bookings and revenue.

Time Savings

Automation eliminates thousands of hours spent on manual data entry, duplicate cleanup, and information lookup. One education organization automated approximately 3,310 manual tasks daily . Your team focuses on strategic work and client relationships, not administrative drudgery.

Data-Driven Decision Making

When 83% of your data is unified and accessible , you can make faster, more confident decisions. Custom reporting provides the exact insights you need—from advisor productivity metrics to client acquisition costs to renewal forecasting—without waiting for IT to build reports.

Compliance Confidence

Audit trails, data lineage tracking, and permission controls provide the governance framework financial services firms require. Clean, consistent data ensures accurate regulatory reporting and reduces compliance risk.

Competitive Advantage

Operational excellence enables you to move faster, serve clients better, and scale more efficiently than competitors still managing operations manually. Personalized experiences powered by unified data drive 96% increases in sales according to Operations Hub customers.

Technology Consolidation

Replace multiple point solutions—integration platforms, data quality tools, workflowautomation, and reporting systems—with one unified platform. Reduce vendor management overhead, eliminate integration gaps, and lower total cost of ownership.