How a Financial Services Firm Scaled Through CRM-Driven Email Marketing

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The Problem

Offset Capital is a financial services firm whose business relies mostly on relationships. How does that translate to a marketing strategy? They knew they needed to leverage their broad professional network and build trust at scale. With a small team, Offset Capital recognized the importance of centralizing their network in a CRM. They also needed to ensure regular email touchpoints, maintain data hygiene, and capitalize on industry events for growth.

They needed to centralize and categorize their network using a CRM.
They needed regular touchpoints with their network via email.
They knew maintaining relevant and up-to-date CRM data would be critical.
They wanted to leverage industry events to expand their audience.

CRM Setup with HubSpot – Centric Squared managed Offset Capital’s HubSpot implementation—from data import to user training—and recommended the best plan to support their needs.

Relationship-Based Email Marketing – The Offset Capital team now emails their network every 1–2 weeks with curated industry news. The tone is personal and relational, ensuring messages resonate and drive replies. With careful list management, deliverability remains strong.

Ongoing Growth via Events – We continuously identify opportunities to grow their network through strategic industry events, converting new contacts into warm leads.

Automated Data Enrichment with Dropcontact – Financial professionals frequently change roles. To address this, we integrated Dropcontact—an AI-powered enrichment tool—to automatically maintain accurate CRM records throughout the year.

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The Solution

After an initial consultation, Centric Squared supported Offset Capital with a customized strategy that prioritized relationships while keeping systems simple and scalable.

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The Solution

After an initial consultation, Centric Squared supported Offset Capital with a customized strategy that prioritized relationships while keeping systems simple and scalable.

CRM Setup with HubSpot – Centric Squared managed Offset Capital’s HubSpot implementation—from data import to user training—and recommended the best plan to support their needs.

Relationship-Based Email Marketing – The Offset Capital team now emails their network every 1–2 weeks with curated industry news. The tone is personal and relational, ensuring messages resonate and drive replies. With careful list management, deliverability remains strong.

Ongoing Growth via Events – We continuously identify opportunities to grow their network through strategic industry events, converting new contacts into warm leads.

Automated Data Enrichment with Dropcontact – Financial professionals frequently change roles. To address this, we integrated Dropcontact—an AI-powered enrichment tool—to automatically maintain accurate CRM records throughout the year.

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The Results

Operational Efficiency

With the right systems in place, the Offset team saves significant time on manual data entry, focusing instead on building relationships.

Email Marketing

Higher Engagement Rates

Offset Capital’s email campaigns achieve open rates consistently above 30% and reply rates exceeding B2B industry benchmarks.

Smart CRM

Every campaign generates a few conversations.

Over time, this compounds into a steady stream of deals and strengthened relationships.

Boosted engagement via optimized LinkedIn

LinkedIn Marketing

“We’re super thankful for all that you and your team do for us. We wouldn’t be where we are without your support and expertise.”

– Adam Frank, Principal, Offset Capital

“Thank you so much for your entire team’s fantastic work and dedication to Offset Capital. You are part of the very fabric of our business.”

– Kamau Coleman, Principal, Offset Capital

Get Started Today

Ready to grow your business with smarter CRM and Email Marketing? Book a free call to learn how we can help you drive results with relationship-based marketing.

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