We are proud to announce that Goodwood Consulting has earned the HubSpot Solution Architecture Design Accreditation. This recognition validates our deep technical expertise in designing and implementing complex CRM architectures for financial services firms.
What the Accreditation Means
The HubSpot Solution Architecture Design Accreditation is awarded to partners who demonstrate exceptional proficiency in three critical areas:
- CRM Adoption & Change Management — designing systems that teams actually use, with thoughtful onboarding, training, and adoption strategies that drive real behavioral change
- Sales Process Alignment — translating complex sales processes into HubSpot configurations that support rather than hinder revenue teams, including custom pipelines, deal stages, and reporting structures
- Complex Technical Integrations — architecting solutions that connect HubSpot with external systems, legacy databases, and third-party tools while maintaining data integrity and performance
Our Track Record
This accreditation builds on a foundation of real-world results. Across our client portfolio, we have:
- Supported firms managing over $140 billion in assets under management
- Completed 75+ HubSpot implementations specifically for financial services organizations
- Designed custom object architectures for fund structures, investor relationships, and capital workflows
- Built integrations with custodians, portfolio management systems, and compliance platforms
Why This Matters for Our Clients
For the investment managers, wealth management firms, and financial services organizations we serve, this accreditation provides additional confidence that their CRM architecture is being designed by a team with verified expertise.
The financial services industry has unique data modeling requirements that generic CRM implementations simply cannot address. The Solution Architecture accreditation means our team has demonstrated the ability to handle the complexity that comes with fund hierarchies, intermediary relationships, regulatory constraints, and multi-entity structures.
A Growing List of Recognitions
The Solution Architecture Design Accreditation joins our existing certifications and recognitions:
- HubSpot Solutions Partner
- HubSpot CRM Implementation Certified
- HubSpot Data Migration Certified
- HubSpot Custom Integration Accredited
Looking Ahead
As HubSpot continues to expand its enterprise capabilities and financial services firms increasingly move away from legacy CRM platforms, the need for specialized architecture expertise will only grow. We are committed to staying at the forefront of CRM design for this industry, investing in ongoing training, and pushing the boundaries of what's possible within the HubSpot ecosystem.
Whether you are considering HubSpot for the first time or looking to re-architect an existing implementation, our team brings both the technical depth and the industry knowledge to deliver a system that works for your specific business model.
Ready to work with an accredited team?
Learn how Goodwood Consulting can design the right CRM architecture for your financial services firm. Our accredited team brings proven expertise in solution architecture design.
Schedule an architecture review