Symantra: The HubSpot CRM
& Automation Experts
for Financial Services Growth
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Customized HubSpot CRM for Financial Services.
Drive Growth with Precision and Personalization
Symantra helps banks, wealth managers, insurance providers, and family offices unlock HubSpot’s full potential:
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Segment and personalize outreach for clients, partners, and stakeholders
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Automate Marketing campaigns across email, social, and web with compliant workflows
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Manage data and relationships from a single, secure CRM platform
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Deep customization for wealth management, insurance, banking sectors
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Advanced HubSpot workflows: lead scoring, multi-stakeholder deal management, automated compliance reporting
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Engage smarter with AI-powered content tools and performance tracking
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🔒 GDPR and MiFID II-friendly automation and data control
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📊 Real-time insights on engagement, influence, and conversions
Symantra + HubSpot: Certified Experts
200+ CRM & Marketing Automation deployments with HubSpot
Above3%
Symantra is specialized
in CRM migration
+ Sales & Marketing Automations.
We connect people, process, and technology to operationalize your strategy.
Our proprietary ‘technology layers’ methodology helps identify technology gaps, ensuring your marketing, sales, and operations are always optimized
to your Go-To-Market efforts.
Business Process
Automation
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Data Strategy & Technology Strategy
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Dynamic document management systems
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Data Visualization, Data Lakes, Dashboards
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Technology Selection
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System Implementation, Integration, Administration
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Quote-to-Cash Automation
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RevOps
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Invoicing Automation
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Payments Automation
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Quote-to-cash
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Membership management Automation
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Event registration Automation
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Certifications & e-learning sales automation
Operations Automation
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Organizational Design
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Roles & Responsibilities
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Revenue Process & Workflow (re-) Design
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Business Process Design
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Revenue Performance Management
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Marketing Planning Process
Marketing Automation
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CRM Migration or New CRM implementation
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Campaigns Automation
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Growth Marketing
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Email marketing Automation
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Social Media automation
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Account-based marketing (ABM)
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Conversational AI
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Lead Gen, Demand generation
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360° Customer analytics
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...
Drop your clunky, underperforming CRM.
Go for the most easy-to-use and smartest CRM.
Energy
Compagnies
We transform marketing programs to be more data-driven, insightful, automated to improve your customer acquisition process.
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200+ successful CRM & marketing/sales automation projects
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Deep expertise in EU/Benelux regulatory landscapes
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Full-service onboarding, training & ongoing support
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Seamless migration from outdated tools or siloed CRMs
We help nonprofits modernize their digital marketing, community management, events, operations and revenue generation practices.
More results
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Strong gains in website traffic
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Consistent increase in qualified leads
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Tangible improvement in sales performance
Results?
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30%+ reduction in tech overhead
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Faster lead conversion and onboarding
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Higher client retention through better engagement
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Clear ROI tracking across departments
Get your
growth engine?
We build modern
Growth Engine
+ Productivity Gains
with the Power
of Hyper-automation.
All around a smart CRM.
30%
Hyper-automation with Symantra
allows our clients to lower
operational costs by 30%.
TECHNICAL INTEGRATIONS
Custom integrations
with your ERP, CRM, and MarTech software.
Finally, get a 360° view on your customers, from marketing to sales. From custom software integration to custom app development, we have a technical solution for you.
We offer both out-of-the-box and custom integrations. Any system that has an open API, we can definitely create your unified IT infrastructure.
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One Source of Truth.
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Enterprise grade.
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100% reliable sync.
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Data hosted in the EU.
OUR EXPERTISE
Unique industries need an Agency
that can get up-and-running quickly.
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CRM Migration or New CRM implementation
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Workflow Automation for Productivity
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Growth Marketing Automation
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Sales Automation
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Quote-to-Cash Automation
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RevOps
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Operation Automation
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Customer Experience Automation
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Invoicing Automation
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Data Lakes & Business Intelligence
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Dashboarding
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e-learning Automation
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Event & Congress Automation
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Membership Automation
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B2B marketing
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Demand generation
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Qualified lead generation
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Account-based marketing (ABM)
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Websites for Growth
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Inbound, SEO, social
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Analytics, ROI, attribution
Elite developers.
Full Tech Stack capabilities.
Our senior team is comprised of back-end, front-end developers, IT architects, data scientists.
We master the most in-demand Tech-Stacks:
React JS, Redux, Node.js, Ruby on Rails, Typescript, Vue.js, Javascript, HTML5/CSS3, AWS, Python, Docker...
Meet Symantra,
the right Tech Partner
for your Automations and integrations.
Elite developers.
Full Tech Stack capabilities.
Our senior team is comprised of back-end, front-end developers, IT architects, data scientists.
We master the most in-demand Tech-Stacks:
Javascript, HTML5/CSS3, AWS, Python,
Docker, Kubernetes, SQL, React...
CRAFTED, NOT CLUTTERED
Align your Sales & Marketing teams
With all your digital ecosystem, web apps, third-party software smartly integrated into one CRM Platform, you can achieve personalized marketing across emails, newsletters, SMS, and web content.
This helps accelerate the conversion of quality leads.
Plus, all of your data related to sales, marketing, operations, customers services is hosted in one place. So you have finally a real-time 360° view of your leads and customers.
Your Marketing and Sales teams can finally collaborate better and make better growth-driven decisions.
ABOUT US
Growth mindset, like you.
12+
CRM experts, UI/UX designers & senior developers.
3
languages. We work in English, French, German.
2
offices.
Brussels & London.
200+
Migration, Integrations, and Onboarding
to top-notch CRMs.
15
years of experience in digital transformation projects.
30+
CRM integrations with popular third party or complex custom dev.
What we love to do.
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We (re)-design and develop automated workflows and business processes.
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We design and develop tailor-made digital solutions, using Microsoft PowerApps, Power Automate, Zapier, N8N, Nintex, Laiye, and many more top-notch software.
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We can draw up technical specifications and documentation, test software applications, and solve complex technical problems.
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We contribute to the development of best practices, standards, and methodologies.
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We have deep expertise understanding the most popular CRMs, their limitations, and dependencies.
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We know how to translate business requests into CRM design solutions, unified ecosystems, efficient operations....to help you work and grow better.
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We help CMOs speak the language of finance first, creativity second — using the Marketing Hub to accelerate lead conversion and measurable business growth.
More Products & Services
Symantra is specialized in digital solutions, automations, and integrations to work and grow better.
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