Data-driven growth for the Finance and Insurance industry

Our experience says it all

When technology, business, and compliance truly align.

The financial sector is entering a phase where data governance, automation, and customer analytics are essential to keeping pace with new frameworks such as DORA, PSD3, and open banking. These standards reshape everything from treasury and risk management to how credit flows, KYC, and reporting are handled.

Invise helps banks, insurers, private equity firms and fintech companies build cohesive digital ecosystems. By combining HubSpot with scalable data models and system integrations, we connect sales, customer service, and business operations—enabling growth and compliance to work hand in hand.

Growth starts with structure

In finance and insurance, data is often fragmented, processes disconnected, and manual work slows down decision-making. Without clear structures, it becomes difficult to collaborate effectively, analyze performance, and scale in a controlled way.

For the Marketing Department

Marketing teams in finance and insurance often have access to far more data than they actually use. Insights from KYC processes, customer portals or risk assessments can reveal both maturity and potential, but rarely reach marketing or sales.

By leveraging the information already available in existing systems and connecting it to HubSpot, we help teams tailor communication based on real behaviors and needs. The result: more relevant messaging, stronger engagement and a clear connection between customer data and business performance.

For business and advisory teams

Many business and advisory teams in finance, insurance and investment still operate in separate systems. Customer data, risk assessments and transactional information such as due diligence documentation or M&A analysis are often handled in isolation, making it hard to see the full picture and identify new opportunities.

When CRM, marketing and analytics environments are not connected, advisory work and sales become reactive instead of data-driven. This results in longer cycles, limited visibility and missed chances for renewal, follow-up or new investments.

Invise helps banks, insurers, fintechs and EQT-owned companies bring together processes, data and customer interactions in one coherent structure. By using insights from KYC, portfolio data and engagement history, teams can act earlier, work more efficiently and create measurable business value.

The result: shorter cycles, better decisions and stronger relationships without adding more administration.

For portfolio and relationship teams

Post-deal relationships are crucial in banking, insurance, investment and private equity. Renewals, follow-ups and investor relations are often managed across multiple systems, making it hard to act consistently and on time.

We help organizations bring together customer, portfolio and investment data in a unified structure. With automation and transparent history, teams can act proactively, identify opportunities earlier and create value throughout the entire relationship.

The result: streamlined processes, stronger partnerships and higher loyalty from client to portfolio company.

Integrated with your everyday life

Understanding that goes beyond numbers and systems

The financial sector runs on precision, trust and the need for data-driven decision-making. New regulations, stronger competition and rising expectations from customers and investors are reshaping how organizations operate – shifting from manual control to continuous transparency.

Behind every financial process lies complexity: multiple systems, fragmented data sources and relentless pace. Even small improvements in how information is collected, shared and analyzed can significantly impact both risk and performance.

We help finance and insurance companies connect data, customer insight and business – enabling growth that is both measurable and reliable.

From strategy to systems - and everything in between

Invise helps banks, insurers, fintechs and investment firms drive growth through smarter use of data and technology. We build frameworks that provide clarity, precision and measurable results across every customer relationship.

We help you to:

Monitor portfolios, client flows and performance in real time
Identify risks and opportunities based on behavior and data
Automate follow-ups, renewals and communication with clients and investors
Connect HubSpot with CRM, risk and reporting systems
Visualize data for faster decisions and deeper business insight
Use AI to anticipate needs, improve timing and increase accuracy

Frequently asked questions

Do you only work with HubSpot?

HubSpot sits at the core of our solutions, but we see the entire ecosystem. We integrate the platform with your business, risk and reporting systems to create seamless workflows and full visibility across every part of your organization.

Do you also help business and client relationship teams?

Yes, we do. We support business, advisory and client relationship teams in building structure and automation across the entire customer journey – from first contact to renewal and expansion.

Can you build integrations with our existing systems?

Absolutely. We integrate HubSpot with your existing systems to enable seamless data flows and unified reporting. Common integrations in finance and insurance include platforms such as Dynamics, SAP, Hypergene and Millnet.

Talk to an expert

Viktor Löfgren — Our team is available for advisory services in Finance & Insurance

We help financial and insurance organizations build structure and transparency in their business processes by connecting data, technology and customer insight. With experience in HubSpot, CRM and complex organizations, we develop solutions that strengthen collaboration, enhance decision-making and drive measurable business results.

Digital excellence in Finance & Insurance