HubSpot Data Migration & Automation for FinTech Company
- Application Management & Support Custom Software Development Other IT Consulting and SI
- $10,000 to $49,999
- July - Sep. 2022
“They followed through with everything they promised, and they delivered on time.”
- Consulting
- Royal Oak, Maryland
- 1-10 Employees
- Phone Interview
- Verified
Rizen Corp. helped a FinTech company automate their processes on HubSpot. Their scope in the project included a discovery phase, an information migration process, and consulting services overall.
The automation created by Rizen Corp. greatly improved the client’s account visibility, ultimately streamlining their workflows. The team was transparent, accurate, patient, and timely, and they leveraged Notion for project management. Additionally, they were very caring and understanding.