Wealth Management Made Smarter: LPW's Digital Transformation with HubSpot

Case Studies

Wealth Management Made Smarter: LPW's Digital Transformation with HubSpot

Narrate this article

2:21

Industry

Financial Services

HubSpot Licensing

Marketing Hub Professional, Sales Hub Professional, Service Hub Professional

About the business

Lawrance Private Wealth is a boutique financial advisory firm serving high-net-worth clients, professionals, and pre-retirees with bespoke wealth management solutions and financial planning strategies.

Project Timeline

Approximately 3–4 months

Integrations

Advisor Logic and Mailchimp to HubSpot

https://lawrancewealth.com.au

Lawrance Private Wealth (LPW) delivers tailored financial advice to high-net-worth individuals and professionals. Their mission: help clients make smart, long-term decisions about wealth. But as demand grew, their internal systems couldn’t keep up. Disconnected tools, manual processes, and a lack of automation were stalling their client experience—and their growth.

The problem

Lawrance Private Wealth was operating within a disconnected tech ecosystem that made delivering seamless, high-touch financial service increasingly difficult. Client data lived across Advisor Logic and Mailchimp, two platforms that didn’t communicate—forcing teams to rely on manual processes, duplicated spreadsheets, and time-consuming workarounds. As a result, insights were siloed, making it nearly impossible to personalise communications or understand the full scope of client engagement.

Problem 1:

Critical client information was split across multiple tools, with no centralised view of interactions or history. This fragmentation hindered internal visibility and made cross-team collaboration inefficient.

Problem 2:

Without a defined lead management process, marketing and sales teams struggled with inconsistent handovers, missed follow-ups, and unclear ownership. Advisors lacked real-time insight into where prospects were in the pipeline, limiting their ability to respond with timely, relevant advice.

Problem 3:

With so many manual tasks and disconnected systems, LPW couldn’t scale operations without risking service quality. The lack of automation also made it difficult to tailor communications based on client needs, reducing overall engagement and marketing effectiveness.

The Solution

To bring structure, efficiency, and personalisation into LPW’s operations, Engaging.io implemented a fully integrated HubSpot CRM solution across Sales, Marketing, and Service Hubs.

By centralising client data and automating key processes, we eliminated manual handovers, streamlined lead management, and gave advisors a real-time view of every client interaction.

Advisor Logic and Mailchimp were successfully integrated into HubSpot, creating a single source of truth that supports smarter communication and more confident decision-making. Automated workflows were introduced across sales, onboarding, and ongoing client engagement, while JotForm was connected to HubSpot to further streamline data capture and routing.

LPW’s entire client experience—from first contact to long-term relationship—was rebuilt with scalability and personalisation at its core.

The Strategic Plan

The Implementation

Unify the Tech Stack

Implement Service User and Accomidation custom objects

Unify the Tech Stack

Connected Advisor Logic, Mailchimp, and JotForm into HubSpot to consolidate client data and reduce manual duplication.

Unify the Tech Stack

Connected Advisor Logic, Mailchimp, and JotForm into HubSpot to consolidate client data and reduce manual duplication.

Implement Service User and Accomidation custom objects

Automate for Scale

Built workflows across the full client lifecycle—lead capture, qualification, onboarding, and nurturing—reducing admin burden.

Implement Service User and Accomidation custom objects

Enable Client-Centric Communication

Used segmentation and automation to deliver timely, personalised communications aligned to client needs and preferences.

Implement Service User and Accomidation custom objects

Streamline Sales and Marketing Alignment

Defined and automated the lead qualification process to ensure smooth, traceable handoffs and better conversion visibility.

The Implementation

The project kicked off with a comprehensive audit of LPW’s tech stack, workflows, and data structure. Our team then architected a tailored HubSpot configuration, connecting Advisor Logic and Mailchimp to enable data flow between systems. We replaced spreadsheets with dynamic reporting dashboards and transformed forms and manual data capture processes by integrating JotForm directly into HubSpot pipelines.

With stakeholder input throughout, we built out lead scoring models, automated email sequences, and task-based workflows for sales and service follow-up. Live training and on-demand documentation were delivered to ensure internal teams had the confidence and knowledge to fully adopt the platform from day one.

The Impact and Results

The impact was immediate: LPW moved from fragmented systems to a streamlined, unified platform that empowered teams to focus on delivering value—not wrangling data. Advisors now operate with a complete, real-time view of each client’s journey, allowing for faster response times and more personalised financial advice.

Marketing can run hyper-targeted campaigns with confidence, knowing their segmentation and attribution models are accurate and automated. The once-clunky lead qualification process is now a structured, high-converting pipeline that ensures no opportunity is missed. Leadership has access to clear, live reporting dashboards, enabling smarter decisions backed by data. With the heavy lifting of admin now automated, LPW is positioned to scale without sacrificing the high-touch service they’re known for.

"Throughout our platform integration, Dani and her team provided exceptional support. Given our evolving circumstances, we greatly appreciated Dani’s adaptability, which allowed us the flexibility and patience needed to achieve our targets. We are extremely satisfied with the final product, as well as the comprehensive training we received—both in live sessions and through recorded materials and additional support. Dani and the team would definitely be our first point of call for future system integration work. Once again, our sincere thanks to Dani and the team for their collaboration and dedication to our project."

Cooch, M