HubSpot · Migration · Financial services
HubSpot migration for regulated financial services firms
For wealth managers, banks, credit unions, insurers and lenders in the US, UK and EU moving to HubSpot from Salesforce, a legacy CRM or spreadsheets, and who need the move to hold up in an exam.
Short answer
Vantage Point's HubSpot migration services move financial services firms to HubSpot with the records, history and controls an examiner expects to find. We map your data, test a full load in a sandbox, cut over on a planned date and document what moved. A Salesforce to HubSpot migration starts at $12,000 and takes 3 to 6 weeks.
Who this is for
Firms in regulated financial services that have decided on HubSpot and now need to move. Most come from one of three places:
- Salesforce. Sales Cloud or Financial Services Cloud orgs that cost more to run than the team uses. See what transfers from Salesforce to HubSpot.
- A legacy or industry CRM. Older advisor CRMs, loan origination add-ons or homegrown databases with years of notes in them.
- Spreadsheets and inboxes. Growing firms where client history lives in Excel, Outlook and people's heads.
What moves, and what has to be rebuilt
| Data | How it moves |
|---|---|
| Contacts, companies, households | Imported with owner, lifecycle stage and source. Households become companies or a custom object, decided in scoping. |
| Opportunities and pipelines | Mapped to HubSpot deals and pipelines, with stage history kept as properties where HubSpot cannot replay it. |
| Notes, calls, tasks, meetings | Imported as engagements and associated to the right records, with original dates and owners. |
| Emails | Moved where the source system allows export. Your archive of record stays with your archiving vendor. |
| Files and attachments | Moved to HubSpot files or left in your document system with links, depending on retention rules. |
| Custom objects and fields | Rebuilt in HubSpot, after we cut fields nobody uses. |
| Automation, reports, permissions | Rebuilt, not copied. Workflows, dashboards and teams are designed for how you work now. |
Recordkeeping and compliance during the move
A CRM migration is a records event. SEC Rule 204-2 and Rule 17a-4, FINRA Rule 4511 and state insurance rules all expect you to keep certain records for set periods, and a migration must not lose or alter them.
- Keep the source. We export the old system in full before cutover and hand you the archive with a manifest, so nothing depends on the new CRM alone.
- Reconcile counts. Every object is counted before and after the load, and differences are explained in writing.
- Limit access. HubSpot teams, permission sets and field-level restrictions are set before users log in, not after.
- Document vendors. Regulation S-P's 2024 amendments require oversight of service providers that handle customer information. We give your compliance team a data flow showing where records sat during the move and who could see them.
Your compliance officer owns the policy. We give them the evidence. See CRM recordkeeping for compliance.
European firms: data residency and multi-language marketing
For banks, insurers, wealth managers and fintechs in the UK and EU, the migration plan adds three things.
- Where the data lives. HubSpot can host accounts in its EU data center. We confirm the hosting region before the first record loads, because moving an existing portal between regions is not a simple setting.
- Consent and lawful basis. GDPR consent, subscription types and lawful basis are mapped from the old system and tested, so marketing can start on day one without re-permissioning the whole database.
- Several languages. We set up language variants for pages and emails, language-aware lists and workflows, and one approval path for regulated copy in every language, so compliance reviews each version once.
MiFID II firms must keep records of client communications for at least five years, and DORA has applied to EU financial entities' ICT providers since January 17, 2025. We document HubSpot and every connected tool in the form your third-party risk register expects. Our team in Sofia works European hours, and packages are priced in euros: Sales, Service or Marketing Hub Foundation is EUR 6,500.
How the migration runs
- Scope (week 1). Inventory objects, fields, record counts and integrations. Agree what moves, what is archived and the cutover date.
- Map and clean (weeks 1 to 2). Field mapping signed off by your team. Duplicates merged and orphan records assigned before anything loads.
- Test load (weeks 2 to 4). A full load into a HubSpot sandbox or test portal. Your users check their own book of business.
- Cutover (weeks 3 to 6). Freeze the old system, run the final delta, switch integrations and turn on HubSpot for everyone the same day.
- Hypercare (2 weeks). Daily check-ins, fixes and a written migration report for your files.
Choosing between one cutover and a phased move? Read phased vs full CRM cutover for financial services.
Pricing
| Package | Price | Timeline |
|---|---|---|
| Salesforce to HubSpot migration | From $12,000, quoted after scoping | 3 to 6 weeks |
| Sales, Service or Marketing Hub Foundation | $7,500 | 3 to 4 weeks |
| Sales or Service Hub Growth | $14,500 | 6 to 8 weeks |
| Customer Platform Bundle Foundation | $18,000 | Quoted with the migration |
Most firms buy the migration with one Hub package, so HubSpot is set up properly before the data arrives. Prices are fixed once scope is agreed.
Proof
Financial services only. Most of our clients are wealth managers, banks, insurers and asset managers, and we have implemented both Salesforce and HubSpot for them. That is why we can tell you honestly which fields and habits to leave behind.
Talk to a client. Tell us about your firm and we will introduce you to a client who made the same move. You can speak with them without us on the call. Ask for a client reference.
Frequently asked questions
How long does a HubSpot migration take for a financial services firm?
Most take 3 to 6 weeks from scoping to cutover. Firms with several integrations, custom objects or more than ten years of activity history sit at the longer end.
How much does a HubSpot migration cost?
Our Salesforce to HubSpot migration starts at $12,000 and is quoted after a scoping call. Most firms add a Hub package, such as Sales Hub Foundation at $7,500, so HubSpot is configured before data loads.
Can HubSpot meet SEC and FINRA recordkeeping rules?
HubSpot can hold client records, but most regulated firms keep their archive of record with a dedicated archiving vendor and keep a full export of the old CRM. We set up both before cutover so no record depends on HubSpot alone.
Will we lose email and activity history?
Not if it can be exported from the source system. Notes, calls, tasks and meetings move with original dates and owners. Emails move where the source allows it, and the full source export is kept either way.
Do we have to move everything at once?
No. Some firms move one team or business line first. A single cutover is usually cheaper and avoids running two systems, so we recommend it unless there is a clear reason not to.
What about integrations like custodians, core banking or email archiving?
We list every integration in scoping and plan each switch for cutover day. Some, such as custodian feeds, need vendor approval, so we start those conversations in week one.
Can you migrate a European firm to HubSpot's EU data center?
Yes. We confirm EU hosting before any data loads, map GDPR consent and subscription types from the old system, and set up language variants for pages and emails so marketing works in every market from day one.
Updated November 11, 2026.