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Your clients expect a tailored experience

We bring digital banking into a single system — with the measurability, compliance, and security the industry demands.

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We know the industry's problems. We build solutions tailored to them

DISCONNECTED ECOSYSTEMS

Your client data isn't tracked or organized

Marketing Hub

Segment prospects by their financial objectives and automate the journeys that convert — no manual work. Connect marketing campaigns to revenue with custom dashboards, no spreadsheets.

INEFFICIENT CUSTOMER CARE

High costs, difficult lead capture, slow support

Service Hub

Track searches to identify content gaps and surface new article opportunities. Deploy targeted surveys at key touchpoints to measure satisfaction and pinpoint improvements.

UNCLEAR CUSTOMER JOURNEY

Your clients can't find their way around your site

Sales Hub

See every relationship data point in one dashboard for more personal conversations. Simplify account opening: automated follow-ups, clear next steps, and no client lost mid-process.

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Marketing per banche, wealth manager e fiduciarie

Lavoriamo da vent'anni con istituti bancari, wealth manager e fiduciarie. Sui contenuti che producete, sul vostro posizionamento digitale, sulla presenza dei vostri banker.

I concorsi a premio più efficaci d’Europa arrivano in Svizzera

Meccaniche testate sui brand internazionali. Risultati misurabili. Questo modello è ora disponibile per il tuo business.

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Meanwhile, the market doesn't wait.

$13B

the share of cross-border B2B revenue that fintechs risk taking from major financial institutions by 2030

55%

the share of users already turning to generative AI tools — without going through an advisor or a traditional institution

3x

the ROE neobanks generate compared to traditional banks — thanks to less fragmented infrastructure

57%

the share of banking profits that come from fees and transactions. What will set institutions apart going forward isn't price — it's the quality of the digital relationship

Nel frattempo, il mercato non si ferma

13B

di dollari: la fetta di ricavi B2B cross-border che le fintech rischiano di sottrarre alle grandi istituzioni finanziarie entro il 2030.

55%

la percentuale degli utenti che già utilizza strumenti di intelligenza artificiale generativa, senza passare da un consulente o da un istituto tradizionale.

3x

il ROE delle neobanche rispetto alle banche tradizionali a causa dell'infrastruttura meno frammentata.

57%

la quota dei profitti banking da fees e transazioni. A fare la differenza non sarà più il prezzo, ma la qualità della relazione digitale.

Fonte: McKinsey, Global Banking Annual Review 2026.

"Banks need to run continuous microcampaigns, test and iterate propositions quickly, scale what works, and cut what doesn't — fast. That requires building a high-velocity commercial engine, not just a better targeting model."
– McKinsey & Company, Global Banking Annual Review 2026

Unlock the full power of AI:
discover HubSpot's agents

Build training and compliance materials that help your advisors perform better.
Launch financial education campaigns that turn your brand into a trusted reference point.
Analyze data automatically to surface your highest-value relationship opportunities.

HubSpot is an engine that works for you — wherever your clients are looking.

Effortless compliant. 100% traceable.

Complete, traceable data

No gaps in the client history, no information lost between channels.

GDPR by design across Europe

Data stays in Europe and meets every regulatory requirement — no trade-offs between compliance and operational speed.

Real-time client profiling

Every client action updates their profile instantly — your team always works from the most current data, never from stale records.

Make the right calls and lead the change.

For CEOs

Every strategic decision rests on real, current data — not gut instinct or reports that arrive too late.
The brand speaks with one consistent voice across every channel and every client touchpoint.

For Portfolio Managers

Every client is profiled in real time — so every proposal lands at the right moment with the right offer.
Less time chasing scattered data, more time building relationships that last.

For CTOs

An infrastructure that actually talks to the systems you already use — no silos, no forced integrations.
Security and compliance built in by design, without slowing down your pace of innovation.

Growth by Design

Let the work speak for itself

FAQ

Why should a financial institution move now?

Because the market isn't waiting: $13 billion in cross-border B2B revenue is already in fintechs' sights, and neobanks are generating 3x the ROE of incumbents — thanks to their infrastructure, not their product.

Is HubSpot the right fit for a regulated sector like finance?

Yes. Every data point stays in Europe, traceable end-to-end and fully GDPR-compliant — compliance doesn't slow down operational speed.

Will we have to replace the systems we already use?

Not at all. The goal is to connect your existing infrastructure to HubSpot — not replace it.

How do you measure the return on an investment like this?

Through dashboards that connect every marketing campaign directly to revenue — no spreadsheets, no rough estimates.

Still have questions?

We're here to help with anything you need.

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Partnership

NOVATAG opera da oltre 60 anni nei mercati più regolamentati d’Europa.
Ander Group integra strategia, dati e attivazione digitale.

Dati integrati nel CRM
Automazione e AI
KPI sempre disponibili
Gestione completa e sicura
novatag-white

Partnership

NOVATAG opera da oltre 60 anni nei mercati più regolamentati d’Europa.
Ander Group integra strategia, dati e attivazione digitale.

Dati integrati nel CRM
Automazione e AI
KPI sempre disponibili
Gestione completa e sicura
Featured image goodcode hr

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Hai esigenze tecniche specifiche?

Le meccaniche standard non bastano per obiettivi ambiziosi. Con Goodcode, il nostro partner tecnologico in-house, abbattiamo i limiti delle piattaforme pre-configurate. Non adattiamo il tuo business a un software; progettiamo l'architettura tecnica che serve ai tuoi obiettivi.

In qualità di HubSpot Platinum Partner, organizziamo un nuovo workshop in presenza dedicato alle aziende che vogliono portare più metodo, visibilità e controllo nei propri processi di marketing, vendita e post-vendita.

Un incontro pratico e a numero chiuso, con demo dal vivo delle principali funzionalità di HubSpot per gestire in modo integrato il ciclo cliente — dall’acquisizione alla fidelizzazione. Vedremo come un ecosistema digitale unico può rendere i processi più fluidi, le attività più misurabili e le decisioni più rapide.

L’appuntamento si aprirà con una colazione di networking, un momento informale per conoscersi, confrontarsi e scambiare idee prima di entrare nel vivo delle sessioni dimostrative.

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