← All solutions Regulated SMBs

HubSecure for
Regulated Small & Medium Businesses

Enterprise-grade compliance, CRM, and AI growth tools — sized and priced for businesses with 5–100 employees. Replace 6 fragmented SaaS tools with one governed platform. Go live in days, not months.

$900+ Saved vs. tool stack/mo
50% Less admin overhead
Faster client onboarding
4 days Average go-live time

The SMB compliance trap.

Tool sprawl

CRM in one tool, AML in a spreadsheet, sensitive documents in Dropbox, and client work scattered across email and sheets. $1,000+/month combined — with none of them talking to each other.

Regulated, but under-resourced

SMBs face the same AML obligations as large firms — but without a dedicated compliance team. Spreadsheet KYC is the norm. The regulator won't accept that.

Enterprise tools don't fit

Salesforce, SAP, or large compliance platforms are built for 500+ person organisations with dedicated IT teams. Not for a 15-person regulated firm.

Time lost to admin

operators and partners spend hours weekly on tasks that should be automated: re-entering client data, chasing late payments, filing compliance records.

Growth is manual

New business development depends entirely on individual effort and referrals. No scalable, systematic, compliance-aware outreach engine.

Data security gaps

Sensitive client data in shared Dropbox folders, email attachments, and USB drives. A data breach — or a GDPR audit — would be damaging.

One platform. Every workflow. Sized for your team.

1. Compliance without a compliance team

HubSecure automates the KYC and AML workflows that regulated SMBs must perform — sanctions screening, risk scoring, ongoing monitoring — so your team can focus on delivery.

AML Module Automated KYC Ongoing Monitoring

2. CRM that works for a small team

Simple, fast, and governed. Track clients, deals, and communications without the 6-month Salesforce implementation. AML status visible on every record.

CRM Module Quick setup AML inline

3. Replace Dropbox with a governed vault

Encrypted document storage with access logging, e-signatures, and expiring share links. GDPR-compliant. No more sensitive files in email threads or shared drives.

Vault Module E-signature GDPR-compliant

4. Workflows from CRM

Create follow-up tasks, secure document requests and service actions from CRM deal records. Track, sign and follow up in one place.

5. Client support that doesn't overwhelm your team

A simple service desk with client portal. Every ticket linked to the CRM record. Clients get visibility. Your team gets context. Everyone saves time.

Service Desk Client Portal SLA Tracking

6. AI grows your business while you sleep

Growth Engine helps identify matching prospects, keep outreach history in CRM, and qualify opportunities without hiring a larger sales team.

Growth Engine AI Voice SDR Compliant outreach

Everything a regulated SMB needs. Nothing it doesn't.

Core

AML & Compliance

KYC, sanctions screening, risk scoring, and ongoing monitoring — automated for teams without a dedicated compliance officer.

Core

CRM

Simple, governed client and deal management. Up and running in a day, not months. AML inline from day one.

Vault

Encrypted document storage with e-signature to replace Dropbox and email attachments. GDPR-compliant access logging included.

Tasks + Sheets

Operational tracking, registers and follow-up work connected to CRM records and Vault files.

Service Desk

Client portal and ticketing system. Linked to CRM for context. SLA tracking built in — no IT department required.

Regulated SMBs

Stop running a regulated business
on spreadsheets and email.

Book a demo. We'll show you how to replace your current tool stack — including AML, CRM, Vault, Sheets, Tasks and Growth Engine — one platform, priced for your size.

No credit card required · Live in 4 days · Cancel anytime

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