Amplify, a fintech platform for registered investment advisors, runs a marketplace of more than 1,000 investment strategies from more than 120 money managers, but its sales data sat in Zendesk Sell, Mailchimp, Monday, Excel and Microsoft Dynamics, with no reporting. Growth moved it into HubSpot Sales Hub Enterprise, gave each strategy a structured record and connected Marketo. Thirteen weeks after kickoff, the team showed the new system to its CEO.
| At a glance | |
|---|
| Client | Amplify |
| Industry | Financial services: a technology platform for registered investment advisors, with a marketplace of third-party investment strategies |
| HubSpot | Sales Hub Enterprise |
| Started from | Zendesk Sell, Mailchimp, Monday, Excel and Microsoft Dynamics |
| Growth's work | Sales Hub Enterprise implementation, data migration and Marketo connection, then support |
| Timeline | Kickoff on September 17, 2025; final run-through on December 17, 2025 |
| Result | Five data sources moved into one HubSpot portal |
Why did Amplify need a new CRM?
Amplify gives registered investment advisors one platform for billing, trading and reporting, and its marketplace offers more than 1,000 strategies from more than 120 managers. Its own sales data was spread across five tools. Zendesk Sell was the CRM, and it gave leadership no reporting and no view of the pipeline. Strategy onboarding for the marketplace was tracked by hand in Dynamics and Excel.
What changed for Amplify?
Amplify's sales and marketplace data now sits in one HubSpot portal.
| Before | After |
|---|
| CRM | Zendesk Sell, with no reporting | Sales Hub Enterprise, with pipelines and reports |
| Data sources | Zendesk Sell, Mailchimp, Monday, Excel and Dynamics | One HubSpot portal |
| Investment strategies | Tracked in Dynamics and Excel | A structured record for each strategy, with SEC and CRD numbers |
| Marketing | Marketo, apart from sales | Marketo connected to HubSpot |
How did Growth move Amplify to HubSpot?
Growth, an Elite HubSpot Solutions Partner accredited in CRM Implementation and CRM Data Migration, kicked off with Amplify on September 17, 2025.
- A walkthrough of Zendesk Sell, then working sessions on how each team sells and onboards.
- Data from Zendesk Sell, Mailchimp, Excel and Microsoft Dynamics imported into HubSpot.
- Strategy records keyed on SEC and CRD numbers, so the marketplace team works from the same system as sales.
- Marketo connected through HubSpot's native connector, with Apollo connected separately.
- Training in December 2025 and a final run-through on December 17.
Amplify has kept Growth on support since December 2025 and added Marketing Hub Professional in April 2026.
For HubSpot teams
- Hubs: Sales Hub Enterprise; Marketing Hub Professional added in April 2026.
- Started from: Zendesk Sell as the CRM, plus Mailchimp, Monday, Excel and Microsoft Dynamics.
- Integrations: Marketo (native connector), Apollo.
- Built: sales pipelines and reports, strategy records with SEC and CRD identifiers, data migration from four tools.
- Partner: Growth Operations Firm, Elite HubSpot Solutions Partner.
- A good fit for: fintech and wealth platforms leaving Zendesk Sell or Dynamics, and teams keeping Marketo for marketing while sales moves to HubSpot.
Questions about this project
How long did Amplify's move to HubSpot take?
Thirteen weeks. Growth kicked off with Amplify on September 17, 2025, imported the data in October, connected Marketo in November, trained the team in December and ran the final review on December 17, 2025.
Can HubSpot connect to Marketo?
Yes. Amplify keeps Marketo for marketing, and Growth connected it to HubSpot through HubSpot's native Marketo connector, so sales works in HubSpot while marketing stays where it is.
Can HubSpot track investment strategies?
Yes. Growth gave each of Amplify's strategies a structured record in HubSpot with its SEC and CRD numbers, so the marketplace team can track more than 1,000 strategies in the same system as sales.
Moving off Zendesk Sell or Dynamics? Book a consultation with Growth. More from Growth: What to expect from HubSpot onboarding.
