‍Finance, without the friction.

Financial services should move fast but most customers still hit endless steps, slow reviews, and confusing processes. Behind the scenes your people are buried under forms, documents, checks, and manual workflows that should have died years ago.

Ilaria helps banks, wealth managers, credit unions, insurers and super funds replace complexity with clarity.

We use automation, AI, data and modern AI centric CRM platforms like HubSpot to streamline the pathways customers take and free your teams to focus on what actually matters: decisions, service and relationships.

The new reality for financial services

The sector is under pressure to deliver better experiences while managing risk, compliance, and cost. Common challenges we see include:

• Fragmented systems across lending, membership, claims and onboarding slowing decisions and increasing errors.
  
  
• Long, repetitive manual processes that tie up staff and create bottlenecks (home loans, claims, assessments, quoting).
  
  
• Poor visibility of customer data, with teams operating in silos and no single source of truth.
  
  
• Generic customer communications that don’t build trust or retention.
  
  
• Rising expectations for digital journeys, same-day decisions and frictionless support across every channel.
  
  

Where Ilaria helps

We bring a practical, business-led approach to transforming financial services, not a Big 4 reinvention, just modern, lean, intelligent operations.

1. Automation & AI to remove friction

• Automate steps in home loan processing, claims verification, member onboarding and product fulfilment.
  
  
• Use LLMs to analyse documents, summarise applications, pre-fill forms and guide case reviewers.
  
  
• Deploy workflow automation to eliminate repetitive, rules-based tasks.
  
  

2. Data & insights that actually drive decisions

• Create a unified data layer with clear lineage and real-time visibility.
  
  
• Connect operational systems into HubSpot or your chosen CRM for one customer view.
  
  
• Build dashboards that highlight risk, workload, customer behaviour and next-best actions.
  
  

3. HubSpot as the customer platform

For many financial organisations, HubSpot hits the sweet spot:

• A clean CRM interface
  
  
• Marketing automation
  
  
• Service management
  
  
• Integrated communication
  
  
• Strong personalisation
  
  
• Low operational overhead
  
  

We align HubSpot with your core systems (member DB, payments, loan origination, claims, events, portals) to create a connected engagement platform that finally removes data silos.

4. Digital experience uplift

• Build portals for customers, members and brokers.
  
  
• Enable online self-service for claims, applications, updates and renewals.
  
  
• Improve journey design with automation, smart forms and AI assistants.
  
  

5. Lean, end-to-end operational improvement

We review how work actually flows across your business and redesign processes to reduce touchpoints, shrink cycle time and improve compliance.

Typical outcomes

• Loan and insurance applications processed faster and with fewer handoffs
  
  
• Claims assessed with higher accuracy and less manual effort
  
  
• Teams freed from admin to focus on quality decision-making
  
  
• Stronger member and customer retention through personalised, automated communication
  
  
• A connected engagement platform with HubSpot as the single pane of glass
  
  
• A shift from transactional service to AI-powered relationship building
  
  

A quick example

A mutual banking organisation cut the steps in their loan application process by 40%, through automated verification stages, and unified customer data. The result was faster decisions, happier staff, and visibility across the entire customer lifecycle from enquiry to settlement.

Your leaner, smarter financial services operation starts here

Whether you’re modernising a claims engine, rethinking loan workflows, replacing manual onboarding, or connecting a cluster of legacy systems, we help you move quickly and pragmatically. No heavy programs, no multi-year reinventions. Just clear improvements that deliver value.

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