icon-search
      Lakehouse-Capital-logo

      Lakehouse Capital

      Transforming Investment Management and Client Relationships with HubSpot

      lakehouse-case-study

      Situation

      Lakehouse Capital, a boutique investment management firm, manages two primary investment funds: the Global Growth Fund and the Small Companies Fund. Committed to alignment, trust, and delivering strong long-term returns, Lakehouse Capital sought a unified operational platform to support its complex investment management structure and personalised client communication.

      The Problem

      Lakehouse Capital faced several critical operational challenges:
      Fragmented Systems and Data Silos

      Fragmented Systems and Data Silos

      Investor data was scattered across Excel, Zendesk, Mailchimp, and Apex, obstructing a comprehensive view of client relationships and interactions.

      Complex Investor Structures

      Complex Investor Structures

      Difficulty in accurately managing and linking complex investor entities (Trusts, Super Funds, Individuals) impeded personalised client communication.

      Limited Engagement Tracking and Follow-Up

      Limited Tracking and Follow-Up

      The lack of tools for effectively tracking engagements from newsletters, webinars, and events caused poor lead nurturing and missed opportunities.

      Revenue and Productivity Loss

      Revenue and Productivity Loss

      Manual processes led to inefficiencies, missed cross-sell and upsell opportunities, and inconsistent client communications, negatively impacting revenue.

      Impact

      These operational inefficiencies had significant consequences:
      Reduced Productivity

      Reduced Productivity

      Excessive manual tasks reduced staff capacity to focus on strategic initiatives.

      Lost Opportunities

      Lost Opportunities

      Ineffective tracking and fragmented data led to missed investor engagement and upselling opportunities.

      Inefficient Client Segmentation

      Inefficient Client Segmentation

      Limited ability to categorise and effectively communicate with investors hampered targeted outreach.

      Slow Response Times

      Slow Response Times

      Inefficient email management led to delayed responses, affecting investor satisfaction.

      Solution: Streamlined Operations with HubSpot

      Lakehouse Capital partnered with ScaleStation to implement HubSpot’s Marketing Hub Professional and Sales Hub Enterprise, creating an integrated, streamlined solution.
      Unified Data Structure

      Unified Data Structure

      Leveraged Sales Hub Enterprise Custom Objects and properties to mirror the registry data structure received from Apex, automating monthly imports and eliminating manual data handling.

      Robust Data Model

      Robust Data Model

      Established accurate associations and hierarchies between Primary Contacts, Secondary Contacts, Funds, Transactions, and Agents.

      Integration with Make

      Integration with Make

      Automated calculations of total fund values and dynamic association of Funds to clients with accurate tagging, eliminating manual checks.

      Enhanced Marketing Automation

      Enhanced Marketing Automation

      Custom-designed emails and web forms enabled direct lead capture and automated timely responses. Automated workflows dynamically updated client lifecycle stages (Interested/Active/Closed).

      Centralised Conversation Management

      Centralised Communications

      Integrated HubSpot’s Conversation Inbox with their support email to streamline ticket creation and assignment, significantly improving response times.

      Outcome: Operational Efficiency and Improved Client Engagement

      The HubSpot implementation delivered measurable improvements:

      Reduced Response Time

      Integration of Conversation Inbox resulted in a 25-30% reduction in email response time.

      Enhanced Engagement

      Clear client segmentation and targeted outreach led to approximately a 15% uplift in investor re-engagement.

      Automation Efficiency

      Elimination of manual event registration checks and fund transaction verifications improved productivity significantly.

      Dynamic Lifecycle Management

      Automated updates of investor lifecycle stages significantly boosted pipeline conversions and investor relationship management.

      Key Takeaways

      Lakehouse Capital's transformation highlights crucial insights for investment management firms:
       
      Unified Data Model
      Unified Data Model
      A centralised data structure significantly enhances operational clarity and reduces manual workload.
      Low Organic Traffic
      Automate Client Engagement
      Timely and targeted automation greatly enhances investor re-engagement and satisfaction.
      Real-Time Insights
      Real-Time Insights
      Dynamic integration tools, such as Make.com, provide real-time actionable data to empower strategic decisions.
      Proactive Management
      Proactive Management
      Streamlined communication management boosts responsiveness, elevating investor experience and trust.

      Through HubSpot, Lakehouse Capital now enjoys enhanced operational clarity, improved investor engagement, and robust, scalable processes that align with their strategic goals.

      business strategy call
      Have Other Queries? Let’s Connect

      Book a meeting with our WordPress development experts today!

      Thank You for the Details!

      That was super helpful. We've received your requirements and we appreciate you reaching out to us.

      We also appreciate everyone’s time; so while we review your details(it will be quick), are you ready to take the next step?

      Schedule a meeting with our team to discuss your needs and explore how we can best assist you. Check below to book a meeting at your convenience.

      Subscribe for Updates

      Stay updated with the latest happenings in the digital world, along with actionable HubSpot tips and tricks.
      Need Help?

      Live chat or call at 123456789 Monday through Friday, 9am-3pm. Email us at dharmesh@scalestation.io

      Make An Enquiry

      Book A Strategy Call

      Start a Conversation & Accelerate Your Digital Growth!

      Let's talk about your organisation, your goals, and your growth challenges. Our team at ScaleStation is eager to help you achieve success. Fill out the form below to get started.

      Thank You for the Details!

      That was super helpful. We've received your requirements and we appreciate you reaching out to us.

      We also appreciate everyone’s time; so while we review your details(it will be quick), are you ready to take the next step?

      Schedule a meeting with our team to discuss your needs and explore how we can best assist you. Check below to book a meeting at your convenience.