The US fintech market is one of the most dynamic and competitive globally. It’s not enough to have the best product; you must educate, attract, and nurture potential customers to earn their financial trust.
This is where Inbound Marketing comes in, and HubSpot is established as the ideal platform to unify your CRM, marketing automation, and sales efforts, ensuring no opportunity is missed.
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Below, we list 10 Inbound Marketing actions you can implement in your fintech today, leveraging the HubSpot platform to scale growth.
Action: Use the Marketing Hub to build clean, optimized landing pages, offering valuable digital assets Lead Magnets in exchange for contact information.
Practical Example: Create an e-book titled "The Complete Guide to Safely Investing in Digital Assets."
HubSpot: Use the Form to pre-qualify the lead for example: "What is your investment experience level?". The Marketing Hub tracks conversion and stores the contact directly in the CRM.
Action: Define engagement criteria to know when a lead is ready for sales outreach, focusing efforts where the conversion probability is highest.
Practical Example:
Assign points if: the lead opened the "Welcome" email, visited the "Pricing & Fees" page, or clicked the CTA to "Open a Business Account."
HubSpot: The Smart CRM allows you to create custom Lead Scoring. Upon reaching a defined score, the tool automatically changes the lead status from MQL Marketing Qualified Lead to SQL Sales Qualified Lead.
Action: Create automated email sequences Workflows that educate leads about different products, based on their specific interests.
Practical Example:
Segment: Leads who downloaded material on "SBA Loans and Business Financing."
3-email Flow: 1) Tips for small business financial planning. 2) A success story of another SMB that used the financing. 3) Direct CTA to schedule a meeting with a credit consultant.
HubSpot: The Marketing Hub automates the delivery, ensuring the email arrives at the ideal time and tracks clicks for qualification.
Action: Implement Chatbots on your website and landing pages to answer FAQs and, most importantly, collect crucial information 24/7.
Practical Example:
The Chatbot starts the conversation: "Hello! Are you looking for payment solutions for personal or business use?"
If business, it asks: "What is your company's average monthly revenue?".
HubSpot: The Service Hub and Chatbot Builder allow you to create smart conversational flows that save user responses directly to the CRM as contact properties.
Action: Adapt the content displayed on your website pages based on the visitor type or their stage in the funnel.
Practical Example:
New Visitor: The main CTA on the blog is: "Download our e-book: First Steps in Expense Management."
Client in the CRM: The same CTA automatically changes to: "Access the New Module: Learn How to Use AI in Your App."
HubSpot: The CMS Hub and Marketing Hub work together to display Smart Content, making the experience more relevant and focused on retention or upsell.
Action: Ensure all interactions are recorded in the CRM to offer contextualized and high-quality support.
Practical Example:
A customer contacts support with a question about a failed payment.
HubSpot: The Service Hub instantly displays the interaction history, recent transactions, and the product the customer uses, allowing the agent to resolve the issue quickly and personally.
Action: Use the monitoring feature to identify and interact with brand mentions, turning comments or questions into engagement opportunities.
Practical Example:
A user mentions your fintech on X, asking about interest rates.
HubSpot: The Marketing Hub Social allows your marketing or support team to respond quickly to the mention, providing the information and a link to a blog article that elaborates on the topic, driving traffic back to your ecosystem.
Action: Know exactly which piece of content, campaign, or channel generated the most leads and, critically, the most revenue for your fintech.
Practical Example:
The fintech needs to prove that its market analysis blog drives sales.
HubSpot: The Marketing Hub Attribution Reports map the complete customer journey: the lead read Article X, downloaded E-book Y, opened Nurture Z, and subsequently purchased the Premium plan. You can see the real ROI of every content asset.
Action: Use CRM data about the products a client already owns to offer complementary services at the right time.
Practical Example:
A business client has only used the Digital Checking Account for 6 months.
HubSpot: Create a Workflow triggered after 180 days of no usage of another product, sending a personalized email about the Treasury Management Solution with a testimonial from a similar client.
Action: Integrate HubSpot with crucial internal fintech systems to have a single customer view.
Practical Example:
The Marketing team needs to know if a lead was rejected during the KYC Know Your Customer onboarding process before sending them a card offer.
HubSpot: The Operations Hub allows you to sync data between internal systems and the CRM. If the lead is rejected, they are automatically excluded from the card offer list and placed into a "6-Month Re-engagement" Workflow.
Using HubSpot allows your fintech not only to generate leads with content but also to create a unified customer experience, from the first click to post-sale support.
Which of these actions would you like to implement first in your Inbound strategy?