How a $190B Asset Management Firm Turned a New Website Into a Growth Engine
The firm is a global alternative asset management company specializing in flexible, long-term private capital solutions. Managing over $190 billion in assets, it serves two core audiences:
- High-Net-Worth Individuals (HNWIs): Offering bespoke investment opportunities and asset management services
- Financial Advisors: Providing resources and tools to effectively manage client portfolios
To support a new private wealth division, the firm sought to build a dedicated website and unified digital infrastructure capable of delivering personalized experiences and scalable growth.
Client: Leading Alternative Asset Management Firm
Industry: Financial Services, Alternative Asset Management
Solution Delivered: Consulting Programs, Website Design, Custom Integration
HubSpot Products Used: HubSpot CRM, Marketing Hub, CMS Hub
Timeline: June 2023 – Present
Key Outcomes
47% Conversion Rate
Private wealth educational resources drove strong engagement and high-intent conversions.
7% Increase in Email Click-Through Rate
Redesigned email templates improved content performance and audience interaction.
100+ Custom Tracking Events Implemented
Detailed engagement insights are now captured across the full user journey.
150+ New Web and Landing Pages
A scalable page library supports deep personalization across programs.
60% Reduction in Quarterly Reporting Prep Time
Automated reporting removed manual effort and accelerated team efficiency.
The Challenge
The firm’s expansion into private wealth required a modern digital ecosystem to serve an elite audience. However, its existing systems were fragmented and lacked the personalization necessary to engage financial advisors and HNW clients.
Absence of a Dedicated Website
The firm’s corporate site didn’t provide the tailored experience needed for private wealth clients. It needed a new website that delivered personalized, value-driven experiences and reflected the firm’s premium brand positioning.
Disconnected Tools and Data Silos
Multiple systems—including CRM, event management, and analytics—operated independently, restricting visibility and alignment across teams. The firm needed a unified backend to manage and leverage data effectively.
Manual Reporting and Limited Insights
Heavy reliance on manual reporting slowed down decision-making and hindered marketing performance analysis. The firm needed dynamic reporting to understand buyer journeys and refine lead attribution.
Key Deliverables
Website Development
Built a dedicated private wealth site with more than one hundred fifty personalized pages designed for tailored client experiences.
System Integration
Unified CRM, analytics, and event management tools into a single HubSpot ecosystem for cohesive operations.
Reporting Framework
Centralized dashboards and more than one hundred tracking events provide real time insight across key activities.
Data Automation
Automated financial data updates using HubDB and UI Path to eliminate manual work and ensure reliable accuracy.
Educational Hub
Developed a branded continuing education portal that achieved a forty seven percent conversion rate.
Email Ecosystem
Introduced modular HubSpot templates and a governance guide that contributed to a seven percent lift in click through rate.
The Solution
Mole Street partnered with the firm to build a scalable digital foundation—uniting front-end and back-end systems to enhance user experience, streamline data management, and enable smarter decisions.
Seamless Website Development and Personalization
Mole Street built a dedicated wealth-division website tailored to high-net-worth individuals and advisors. The site aligned with the brand, included over 150 pages, and delivered personalized journeys to guide users toward conversion with minimal friction.
System Integration and Custom API Development
A cohesive HubSpot-powered ecosystem was created by integrating the CRM, analytics, and event management platforms. Custom APIs eliminated manual workarounds and enabled real-time data syncing, improving cross-functional alignment.
Data Automation and Reporting Optimization
Automated workflows were built using HubDB and UI Path to streamline financial data updates and reporting. Centralized dashboards and dynamic templates reduced manual effort, enabling real-time insights and scalable quarterly reporting.
Educational Hub for Financial Advisors
Mole Street developed a secure, branded educational portal offering CE courses with engagement tracking and skip-prevention. The interactive platform achieved a 47% conversion rate on key downloads, strengthening advisor relationships.
Email Ecosystem and Campaign Efficiency
The email infrastructure was re-engineered with modular HubSpot templates and a comprehensive style guide, reducing 20+ variations to just six. This streamlined system drove a 7% quarter-over-quarter increase in click-through rates.
Before and After Mole Street
Website Presence
Before
Corporate site only
After
Dedicated wealth division website
Impact
Stronger brand identity and tailored user experience
Data Management
Before
Fragmented systems
After
Unified HubSpot powered tech stack
Impact
Consistent data and smoother operations
Reporting
Before
Manual and disconnected
After
Centralized real time dashboards
Impact
Faster and more accurate decision making
Lead Attribution
Before
Inconsistent
After
Accurate and actionable insights
Impact
Improved visibility into revenue contribution
Email Campaigns
Before
20 plus monthly variations
After
Streamlined to 6 modular templates
Impact
More consistency and reduced production time
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