Financial Services CRM Solutions - HubSpot & Salesforce

Your book of business runs on relationships, referrals, and deals in motion, but most financial firms track all three in spreadsheets and inboxes. CETDIGIT builds pipeline-first, compliance-aware CRMs that put your AUM, policies, loans, or mandates in one system your advisors and producers will actually use. HubSpot for growing firms, Salesforce Financial Services Cloud for enterprise.

Trusted by wealth managers, insurance agencies, private lenders, fund managers, and PE firms — boutique to enterprise.

Book a Free Financial Services CRM Consultation

Built for how your financial firm actually runs

RIAs & Wealth Management — Household clients, track AUM in motion, and never miss a review or referral introduction.
Insurance Agencies & Brokers — Manage renewals, policies in underwriting, and carrier relationships with producer-level pipeline visibility.
Private Lending & Credit — Move applications through underwriting, size deals by loan value, and measure your originator network's real ROI.
PE, VC & Fund Managers — Run capital formation, deal sourcing, and LP relationships as structured pipelines instead of a stale DealCloud export.
Mortgage & Real Estate Capital — Take borrowers from lead to close with automated follow-up and a full history of every touch.
Merchant & Investment Banks — Model mandates, sponsors, and counterparties where one firm can be an LP on one deal and a sponsor on the next.

Your real pipeline is invisible

AUM in discussion, policies in underwriting, loans in review, capital being raised — none of it lives where leadership can see it.

Referral ROI is a guess

You know which CPAs, attorneys, and centers of influence send business. You can't say which ones send the most valuable business.

Compliance is a liability, not a control

Client PII lands in the wrong fields, advisor communications aren't governed, and no one has signed off on what should and shouldn't live in the CRM.

Advisors and producers won't use it

The last rollout was pure overhead, so the team quietly went back to Outlook and Excel.

Pipelines modeled on how capital moves in your firm.

Stages built around mandates, policies, applications, or raises — with deal value tied to AUM, premium, or loan size, not software seats. Multiple pipelines, one shared relationship database.

Referral and center-of-influence attribution.

Dashboards that show which partners and introducers actually produce, by conversion rate and by dollars — so you invest in the relationships that fund the book.

Compliance-aware before we configure a field.

We run a compliance boundary review first: what must never be stored in HubSpot (account numbers, SSNs, positions) versus what can be stored with controls — using HubSpot's sensitive-data capabilities, field-level permissions, and audit logging, with sign-off from your compliance owner.

Adoption your advisors won't fight

Two-way Outlook and Gmail sync logs every client email, meeting, and call to the right record automatically. A clean sidebar, not another data-entry chore.

AI that makes advisors more productive

Breeze AI plus CETDIGIT's own agents for lead scoring on financial profile and behavior, meeting prep, enrichment, and follow-up — with human-in-the-loop approval before anything touches a client record.

Clean migration off legacy FS systems

Moving from spreadsheets, Redtail, Wealthbox, DealCloud, or Dynamo? We migrate without disruption and preserve legacy IDs for reconciliation.

Industry data model & householding

Financial accounts, goals, action plans, and relationship groups built for wealth and banking.

Compliance-grade service operations

Advisor-desk workflows and approval governance for regulated, multi-entity firms.

Governed HubSpot ↔ Salesforce integration

HubSpot drives marketing and prospect engagement; FSC runs the regulated client book; data flows cleanly between them.

Elite in both platforms

Because we implement both, we tell you honestly which tier your firm belongs in — and architect it so you're never trapped in the wrong one.

Concierge Wealth Mangement and Insurance Solution

What Our Clients Say About Us

Businesses of all sizes trust CETDIGIT Cloud Services.

Our team had never used a CRM system, but people at Cetrix walked us through every step as patiently as they could. What I really loved was that they were able to add valuable suggestions to enhance our CRM site ... Cetrix has truly been one of my best experiences, and we now consider them as part of the team ... Because of Cetrix, our team can better communicate with our clients.

Nicole Ford

Director, HBCU Tours

Cetrix was a pleasure to work with, always very communicative, thorough and on time with deadlines. I look forward to working with them again.

Mark Pendolino

Director of Marketing - Performance Technology Partners, LLC

Cetrix integrated Pardot into our Salesforce environment for us quickly and efficiently. Job performed exactly as needed.

Lynn Mason

Sr. VP Business Development - Rogers & Gray Insurance

Cetrix has been great to work with. I can say for certain that I would not have been able to wade into the deep waters of Salesforce without their guidance. Fortunately, they made themselves available to answer all my questions - from the basic to the complex - always with patience and understanding. I look forward to working with Cetrix again in the future.

Teddy Teece

Entrepreneur in Residence - Propeller Venture Capital

Cetrix was a pleasure to work with. Very attentive to detail and came up with more than one potential solution to the problem we contracted with him to assist with. Provided daily updates to the task at hand. Highly recommended

Brian Scopinich

Director of Technology - Healthy Business Group, LLC

Cetrix is great to work with ... They did a great job describing the solution in the proposal, were available when we needed them ... They went above and beyond to help complete our proposal on a very tight timeline.

Sandeep Banga

Founder & CEO, Acutedge, Inc.

Cetrix was great! I couldn't ask for a better experience. I'm looking forward to doing more work with Cetrix.

Liesl Ramsay

Leete Generators

ScriptEd had the pleasure of working with Cetrix Cloud Services on a Salesforce Database Customization project ... the donation of services has allowed ScriptEd to efficiently and affordably build out the Salesforce CRM that we use to manage our programming ... Over the duration of the project, they were professional, patient, flexible, and thorough. ScriptEd is thankful for and would highly recommend the pro-bono services of Cetrix Cloud Services.

Tashy Green

ScriptEd Inc.

Cetrix was easy to work with, worked quickly, and the work was excellent. Going into the job I didn't know exactly how to talk about what it was that our organization needed done with Salesforce, but they were able to easily figure out what our needs were and customize Salesforce for us. We were very pleased with their work.”

Jeff Modzelewski

The Diversity Center of Northern Ohio

Cetrix team was great to work with! They will be my go to Salesforce experts. Thank you

Robert Cardiff

Director of Sales - BuildFire

Not sure whether your firm needs HubSpot or Salesforce? That's the conversation to have.

In 30 minutes we'll map your firm's pipelines — AUM, policies, loans, or mandates — your compliance boundaries, and the platform that fits your size and complexity. No pressure to pick the bigger one.

Book Your Free Financial Services CRM Consultation

Financial Services CRM Solutions - HubSpot & Salesforce

Why cetdigit?

In financial services, the CRM is usually a glorified address book

Your real pipeline is invisible

Referral ROI is a guess

Compliance is a liability, not a control

Advisors and producers won't use it

HubSpot for Financial Firms: the fast, adoptable, compliant foundation

Pipelines modeled on how capital moves in your firm.

Referral and center-of-influence attribution.

Compliance-aware before we configure a field.

Adoption your advisors won't fight

AI that makes advisors more productive

Clean migration off legacy FS systems

When a financial firm outgrows simple: Salesforce Financial Services Cloud

Industry data model & householding

Compliance-grade service operations

Governed HubSpot ↔ Salesforce integration

Elite in both platforms

Some Of Our Clients

What Our Clients Say About Us

Not sure whether your firm needs HubSpot or Salesforce? That's the conversation to have.

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