HubSpot for regulated and advisory firms

Close the gap between a generic setup and the proof your sector demands.

Three reasons a generic setup falls short

Advisory and regulated work raises the bar on confidentiality, access and evidence beyond what a standard setup provides.

Generic configuration does not meet that bar, so the gap surfaces during due diligence or an audit.

Buyers and regulators expect documented proof, not assurance, and a default account cannot give it.

Why does regulated work need more?

The setup tightens access, classifies sensitive information, and documents how confidential data is handled.
It is built to the standard the firm is held to, rather than the standard a generic onboarding assumes.
Confidentiality becomes a configured position, evidenced, not a matter of trust.

Why does regulated work need more?

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Why does generic configuration get exposed?

Due diligence and audits test the account against the firm's obligations, and a default setup was never built for them.
The review closes the gaps a generic configuration leaves before an external party finds them.
The account holds up to scrutiny because it was built expecting scrutiny.

Why does generic configuration get exposed?

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Why is documented proof the deciding factor?

The configuration is paired with an evidence pack that answers the questions a regulator or buyer asks.
PYB's own ISO 27001, ISO 9001 and ISO 42001 certifications mean the people configuring it are audited too.
Proof, ready on request, is what wins a place on a framework or passes a review.

Why is documented proof the deciding factor?

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Outstanding Support

"Our business made the decision to centralise all of our CRM needs via HubSpot. This meant moving away from multiple systems which we expected to be a difficult project."

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FAQs

How long does a regulated firm setup take?

Usually 4 to 8 weeks, depending on complexity. The first phase covers access and data architecture. The second covers confidentiality controls and integrations. The final phase assembles the evidence buyers and regulators ask for.

Can HubSpot meet a regulated firm's requirements?

Yes, when configured for them. Access control, sensitive data handling, retention and audit evidence can all be built to a regulated standard. PYB has configured HubSpot for firms whose buyers pre-qualify on exactly these controls.

Does PYB understand sector compliance?

Yes. PYB holds ISO 27001, ISO 9001 and ISO 42001, and configures HubSpot knowing what advisory and regulated buyers, and their auditors, require as proof.

What HubSpot products does a regulated firm need?

Typically Sales or Service Hub Professional, Operations Hub for governed integrations, and Enterprise features such as advanced permissions, custom objects and audit logs where confidentiality and evidence demand them.

Does HubSpot meet our security and accreditation requirements?

HubSpot holds SOC 2 Type II and ISO 27001. PYB adds its own ISO 27001, ISO 9001 and ISO 42001 certifications, plus the HubSpot Data Migration Accreditation, so the people configuring your access controls are themselves audited against the standards your buyers and regulators care about.

Talk to PYB about a HubSpot setup for regulated and advisory firms.

A 15-minute call to walk through the controls your buyers and regulators expect, and where a generic HubSpot setup would fail their review, and what closing the gaps looks like. No prep, no pitch deck.

Book a 15-minute call