Pareto Financial Planning partners with Karman Digital to enhance client engagement and experience

Pareto Financial Planning, the award-winning Manchester based financial services business, today announced that it has collaborated with Karman Digital to further enhance its client engagement and communications. The partnership underscores Pareto’s commitment to a client first approach, a key driver in its rapid growth strategy to date and going forward.

Karman Digital optimises communications workflows utilising a bespoke Financial Advisor HubSpot enabler app called ‘Hatch’ – which seamlessly allows two-way data transfer from Hubspot with both Intelligent Office (IO) and Xplan CRM systems.

Ensuring that communications are optimised creates a perfect platform for considered informative engagement, as Stuart Carswell, Director, Pareto Financial Planning, explains: “Historically many IFA’s have struggled with the complexities of integrating data sets across different platforms and this makes efficient communications a challenge. Our engagement with Karman Digital gives us the ability to overcome these challenges and continue to put our clients first, from the beginning of our relationship.”

Jon Pittham, Director, Karman Digital, said, “We’re delighted to partner with Pareto Financial Planning to implement HubSpot as a key tool for their growth strategy. In this increasingly competitive digital world, clients are demanding better experiences. By streamlining client engagement, enhancing reporting capabilities and optimising their data capabilities, HubSpot will empower Pareto to deliver an exceptional client experience. Additionally, this implementation will support their new business acquisition efforts, focusing on referrals and introducers, ensuring they remain a leading firm and positioned for long-term success in an evolving landscape.”

Pareto Financial Planning has more than £1 billion of assets under management and was named as one of the Top 100 advisers in the UK by the Financial Times in 2024.