Evara

17/08/2026

Last week we talked about the buyer intent signals sitting unused inside HubSpot.

Here is what acting on them actually looks like.

HubSpot surfaces companies showing in-market intent. You filter by ICP fit and save them as a target account list. Export to Clay. Clay automatically pulls the right decision-maker contacts from each company and enriches them with signals, technologies used, funding events, and leadership changes. Those enriched contacts feed directly into your HubSpot outreach sequences, triggered by intent rather than a cadence schedule.

Every message personalised to what you actually know about the account. Every sequence triggered by genuine buying signals.

Not a list. A system.

https://hubs.ly/Q04sWKMv0

13/08/2026

Most HubSpot users are sitting on a buyer intent tool they have never opened.

Breeze Intelligence is built into HubSpot and tells you which companies are actively researching topics relevant to your business right now. Not who clicked your email. In-market intent signals surfaced directly inside your CRM.

For financial services and FinTech firms spending significant budget on outbound and lead generation, that is a powerful asset that most teams are not using.

More on how to turn those signals into a fully automated target account list next week.

HubSpot services for Financial Services and FinTech: implementation, migration, consulting, onboarding and custom development. Built for regulated environments.

11/08/2026

Every FinTech pitch deck has a TAM slide.

Almost none have a plan for reaching their SOM.

TAM is the number that impresses investors. SOM is the slice you can actually win in the next 12 to 24 months. Most firms know the number but have no systematic way of identifying, reaching, and converting the accounts inside it.

Referrals and a cold outreach list built in a spreadsheet is not a go-to-market strategy. It is a holding pattern.

Your SOM is a list of specific accounts showing in-market signals right now. Smart Lead Generation is how you reach them.

https://bit.ly/45i0N6I

10/08/2026

The first question most financial services firms ask about technology is the wrong one.

Which CRM. HubSpot or Salesforce. Is Clay worth the investment.

These are reasonable questions. They are just not the first question. The first question is always what outcome are you trying to produce and what does the system need to do to produce it consistently.

New blog covering some of the platforms Evara builds on for financial services and FinTech clients, why we choose them, and why we are selective about when we use Zapier for client workflow builds.

How Evara selects and builds technology stacks for financial services and FinTech firms. Platform choices, workflow architecture, and why the commercial outcome always comes before the tool.

07/08/2026

Behind every piece of content is a decision to show up properly.

This is our Co-CEO Marie Hanes before filming. Cameras set. Lighting rigged. Ready to talk honestly about what growth in financial services actually looks like from the inside.

The conversations that matter most in this sector rarely happen in public. We think they should.

05/08/2026

Financial services buyers are not waiting to be found anymore.

They are researching actively before first contact.

Using AI tools to shortlist providers. Arriving at conversations having already formed a view on who they want to speak to.

The firms winning new business in this environment are the ones that were already present, credible, and relevant before the buyer decided to reach out.

That changes where the investment needs to go. Less on outbound volume. More on the infrastructure that makes you findable before the conversation starts.

What does that infrastructure look like in your business right now?

Ihttps://bit.ly/4fPckz4

Book a free 30-minute consultation with a senior Evara strategist. Get a clear diagnosis of your growth operation and a recommended path forward. No obligation.

31/07/2026

Most AI implementations in financial services follow the same arc.

Strong pilot. Approved business case. Live deployment. Good early performance. Then it plateaus. Then it quietly degrades as the underlying data changes and the team that built it moves on to the next project.

Twelve months after go-live, the AI is still running. Nobody is quite sure how well.

The difference between AI that compounds and AI that stagnates is not the model or the platform. It is whether someone has active ownership of monitoring output quality, maintaining the data architecture, and correcting performance drift before it becomes a compliance or commercial problem.

Evara's AI Operations and Optimisation service is built for this.

Find out more: https://hubs.ly/Q04qjwxf0

30/07/2026

Most financial services firms treat their CRM as a technology decision.

It is not. It is an architecture decision.

Before you select a platform, configure a workflow, or migrate a contact record, three things need to be defined. How your revenue process actually works. How your data model is designed. And how you will maintain trust in the system over time.

Most implementations skip this work. The CRM gets configured on top of undefined processes and an inherited data model. It works until it does not, usually around 18 months in when nobody can agree on what the data means any more.

Technology and CRM Architecture is the work that happens before the implementation. Most firms skip it.

Find out more:

Platform-agnostic technology and CRM architecture consulting for Financial Services and FinTech. Data architecture, integration design, governance, roadmaps.

29/07/2026

This is what the first week of a Revenue System Health Check actually looks like.

Inside a mid-market FinTech firm's HubSpot instance. Three years of operation. No full audit since initial implementation.

Four different lead status definitions. Deal stages not updated since 2023. Sequences sending to the same contacts with no suppression logic between them.

None of this is unusual. The CRM grew organically as the business grew and nobody had the time to step back and look at the whole system.

This is the work before the transformation story gets written.

https://hubs.ly/Q04qhZ--0

28/07/2026

Quick question for commercial and revenue leaders in financial services and FinTech.

What is the single biggest constraint on your pipeline right now?

Lead quality and ICP targeting, sales and marketing misalignment, CRM data and pipeline visibility, or AI and technology readiness?

Drop your answer in the comments. We ask a version of this in almost every new engagement. The answers are always revealing and rarely what leadership expected. Will share what we are seeing across the sector once we have enough responses.