HubSpot Consulting for Financial Services

Most HubSpot consultants don't know your industry.
Most mortgage operators don't know HubSpot.

HubSpot consulting for mortgage and fintech companies, from someone who's spent 30 years on the inside.

No retainer required for a first conversation.

5/5 Average Client Rating

Gold HubSpot Solutions Partner

30 years in mortgage & fintech

You work with Craig directly — no junior team

The orientation tax

Generic consultants ask you to explain your industry before they can do anything useful. You end up spending half the engagement teaching them what a GSE is, why lenders care about audit trails, or how a long B2B sales cycle in fintech actually works.

That's not consulting — that's a very expensive onboarding session.

There's a shorter path.

Who this is for

If you want a large agency with a rotating junior team, there are plenty of those.

Fintech and data companies selling into banks, mortgage companies, and credit unions

Banks, credit unions, and IMBs modernizing their own HubSpot instance

Teams that are serious about using HubSpot well — not just having it

If you want someone who already understands your industry and can get into your portal and make things work — that's a different conversation.

Industry depth

30 years in financial services. Led consumer lending at Citi. Ran product management at Equifax for The Work Number — a portfolio that grew from $217M to over $300M in revenue. Currently SVP Marketing at Informative Research, a high-growth mortgage data company. This isn't adjacent experience. It's the industry.

HubSpot expertise

Gold HubSpot Solutions Partner. Built Inbound Ignited from zero to $400k in annual revenue as a solo practice. 5/5 client satisfaction. Deep experience across Marketing Hub, Sales Hub, Service Hub, Operations Hub, and CMS — and where each one tends to go wrong.

AI in practice

Using AI tools daily to research faster, draft better deliverables, and build automation pipelines that actually hold up. Not talking about AI. Using it. The result: more output per engagement without more hours.

The Process

How it works

Simple. We get on a call, I take a look at your portal and your process, and we figure out what needs fixing and in what order. Then we work directly in HubSpot — no slide decks, no strategic roadmaps that never get implemented.

You either learn how to run it yourself, or I run it for you. Usually some of both.

1 · Discovery call 2 · Portal & process review 3 · Work directly in HubSpot

01

You keep control

You stay in your own portal with full visibility into everything that's built. Nothing is hidden behind an agency login or a black-box process.

02

You save money

No retainer for a rotating junior team and account managers you didn't ask for. You pay for the work that moves things forward, not the overhead.

03

You get clarity

I focus on what actually moves the needle — not activity designed to justify the invoice.

From the very first time we worked together I knew Inbound Ignited was the right partner. They got our ads and campaigns, our contacts, and all the rest of our marketing needs set up and ready-to-go in HubSpot. We gave them the requirements, and they turned around the results.

Richard Grieser

★★★★★

About

About Craig

I've been in financial services since 1996 — consumer lending and originations at Citi, product management at Equifax (The Work Number portfolio), and now SVP Marketing at Informative Research. I started Inbound Ignited because companies in this industry don't need another full-service agency. They need someone who knows HubSpot and already understands how lenders think, buy, and operate.

When we work together, you're working with me — not a junior team rotating through your account.

Based in Wildwood, MO. MBA from Washington University in St. Louis.

Connect with me on LinkedIn →