Tingom Group

What is Tingom Group?

Our company specializes in assisting Financial Planners, Financial Advisors, and Financial Professionals, as well as Broker-Dealers and those with their own Registered Investment Advisor (RIA), in optimizing their operations. We offer a range of services aimed at defining processes, streamlining prospecting, marketing, and client on-boarding, and integrating technology solutions to enable our clients to focus on what they do best – working with their clients. At our core, we prioritize helping our clients become more efficient and effective in their day-to-day operations. We understand the unique challenges faced by financial professionals in managing their practices, and we are dedicated to providing tailored solutions that address these challenges head-on. One of the key services we offer is HubSpot onboarding and consulting. HubSpot is a powerful customer relationship management (CRM) platform that can revolutionize the way financial professionals manage their client relationships. Our team of experts is well-versed in the intricacies of HubSpot and can guide our clients through the onboarding process, ensuring a smooth transition to this powerful tool. Unlike traditional marketing firms or agencies, we are not focused solely on generating leads or managing marketing campaigns. While these aspects are important, our primary goal is to empower our clients to take control of their own marketing efforts. We believe that our clients should have the ability to adapt and maintain their marketing strategies themselves, without relying on external agencies. To achieve this, we provide comprehensive training and support to our clients, enabling them to leverage the full potential of HubSpot's customization capabilities. We understand that every financial practice is unique, and our team works closely with our clients to develop customized solutions that align with their specific needs and goals. In addition to HubSpot onboarding and consulting, we offer a range of other services designed to enhance our clients' operations. We assist in defining and optimizing processes, ensuring that our clients have efficient workflows in place. By streamlining prospecting, marketing, and client on-boarding, we enable our clients to save time and resources, allowing them to focus on building meaningful relationships with their clients. Furthermore, we specialize in integrating technology solutions into our clients' existing systems. We understand that financial professionals often have a variety of tools and software in place, and we work to seamlessly integrate these technologies, ensuring a cohesive and efficient workflow. Our team has extensive experience in integrating various systems, and we are well-equipped to handle complex integrations. Ultimately, our mission is to empower financial professionals to do more of what they love – working with