Helping leading lenders streamline operations and accelerate funding
Provide Finance, an award-winning fintech connecting borrowers with 200+ specialist lenders, needed systems that could keep pace with rapid growth.
Overview
Provide Finance is an award-winning fintech platform connecting borrowers and brokers with over 200 specialist lenders in real time. They deliver property and business financing through smart technology and expert support. As operations expanded, they needed better systems for sales, marketing and client data.
The challenge
Data was fragmented across spreadsheets, processes were manual and systems were disconnected, which held back their ability to deliver rapid funding. Managing leads, tracking client interactions and keeping the platform responsive was difficult for an expanding team.
The strategy
I architected a scalable go-to-market process inside HubSpot, tailored to their requirements, with workflow automation, customer-data segmentation and platform integration. Staff training helped the team get the most from HubSpot for lead management, client-journey tracking and insight.
The results
Provide Finance achieved centralised data, streamlined processes and integrated systems, resulting in faster funding turnarounds, stronger client relationships and infrastructure built to support continued growth.