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Yonder | Revolutionising FinTech Operations with HubSpot CRM

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Industry

Payments & Transactions

Challenge

Yonder needed a CRM that could manage their complex sales process and give them clear visibility across their pipeline and buyer journey. They also required organised data, custom fields, and simple dashboards their team could adopt quickly.

Results

The impact your customer saw. Two to three sentences are a good standard for the right amount of content.

Key Service

RevOps

www.yonder.com/
75%
CRM Adoption Rate
40%
Pipeline Visibility Increase
30%
Lead Tracking Improvement
Yonder

About Yonder

Yonder is a London-based fintech offering a modern credit card built for people who enjoy dining and lifestyle experiences, standing out with experience-led rewards instead of traditional points.

Their focus on tailored rewards and flexible financial services appeals to customers seeking more meaningful, lifestyle-driven benefits.

The Challenge

Yonder needed a CRM that could handle their complex sales process and provide clear pipeline visibility, with organised tracking for targets, accounts, leads, and each stage of the buyer’s journey. 

They also required simple dashboards for weekly activity and conversions, custom fields and automation to improve data quality, and detailed reporting on partners and campaigns - all delivered through a seamless, user-friendly setup their team could adopt quickly.

 

The Solution

IFT implemented a fully customised HubSpot CRM for Yonder in just three weeks, using a structured onboarding process to capture requirements and deliver tailored configuration, custom objects, automation, and improved data quality. 

Through workshops, reviews, and targeted training, the Yonder team quickly adopted a streamlined, user-friendly system that enhanced efficiency and supported future growth.

 

The Results

Following the three-week HubSpot implementation, Yonder achieved seamless CRM integration, sharper pipeline visibility, and stronger buyer-journey tracking. 

With a tailored setup, enhanced processes, and focused team training, they gained greater efficiency, improved data clarity, and the confidence to manage their CRM effectively.

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