CASE STUDY
United Capital
Getting More Out of HubSpot
Project Background
United Capital (now Goldman Sachs Personal Financial Management) is a registered financial advisor that helps clients realize their financial dreams. GoGenies worked with the firm for three years as they grew to over 200 advisors serving over 21k clients across 97 offices, and managing $23 billion in assets.
Objective
United Capital came to the relationship with a mature marketing organization that was adept at
strategy and planning but lacked the technical expertise and resources to take full advantage of their investment in marketing technology, and HubSpot in particular. The UC team needed a team that could turn their ideas into action while remaining agile enough to pivot as needs and priorities shifted, their objectives included:
- Improving their existing HubSpot implementation and integrations.
- Training client teams on using and managing the HubSpot marketing platform.
- Coordinating geographically distributed B2C marketing, talent acquisition, IT, compliance, and sales enablement teams across the organization.
Over their 3-year relationship with United Capital, the GoGenies team was able to:
- Translate UC’s marketing strategies into tactical implementation in areas ranging from marketing automation to data management, to web design and development.
- Consistently transfer knowledge to UC’s stakeholders.
- Plan, implement, configure, and manage integrations between HubSpot, Salesforce, Zapier, GoToWebinar, WordPress, & more.
- Rapidly respond to the shifting needs of departments across the growing organization.
Challenges
United Capital came to GoGenies with a need to differentiate their brand in a highly saturated market. They knew finding their niche and setting themselves apart from the competition was vital to increase visibility and website traffic, and generate new qualified leads. To achieve their goals United Capital knew they needed a digital marketing partner that would help them to develop the right message for their target audience and implement a comprehensive inbound marketing strategy.
Results
GoGenies work with United Capital included HubSpot and WordPress UX design and development, campaign design and implementation, marketing automation, platform integration, contact management and tmores. Other results included
- Increased efficiency through improvements to design and development workflows across marketing platforms.
- Increased lead volume and quality through automation and lead scoring.
- Increased effectiveness of internal marketing teams through training and support.
- Reduced overhead related to marketing technology management.
