Lawrance Private Wealth (LPW) is a Canberra-based financial advisory firm catering to high-net-worth individuals, pre-retirees, and professionals with complex financial needs. Known for their personalised financial planning and wealth management services, LPW is committed to helping clients achieve their long-term financial goals.
However, LPW faced mounting challenges in managing data, tracking client interactions, and maintaining seamless communication. Their reliance on Advisor Logic and Mailchimp resulted in fragmented workflows, inefficient lead qualification, and inconsistent handoffs between marketing and sales. Manual data entry and spreadsheet tracking further complicated operations, limiting their ability to scale effectively.
To address these challenges, LPW partnered with Engaging.io to implement HubSpot’s Sales, Marketing, and Service Hubs — to transform their operations and enhance client engagement.