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    About us

    In times of change
    it is the learners
    who inherit the future

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    Our Story

    If you do what every­one else does, you get what every­one else gets.

    When nine­ty per­cent of star­tups fail, you have to won­der why founders keep expect­ing old, out­dat­ed meth­ods (and hope) to help them grow. We be­lieve in be­ing dif­fer­ent.

    In be­ing dis­rup­tors, in­no­va­tors and learn­ers.

    We know that as com­pa­nies scale and grow, take on fund­ing and hire more staff, chal­lenges com­pound, and so­lu­tions re­quire new think­ing.

    We see first­hand the dif­fi­cul­ties our clients face in rais­ing fund­ing rounds, scal­ing up and nav­i­gat­ing un­known wa­ters. It's nev­er been more ev­i­dent that it's only by chal­leng­ing the sta­tus quo that com­pa­nies thrive.

    This is our way at Learn­ers.

    Rig­or­ous re­search. At­ten­tion to de­tail. New so­lu­tions. An in­tense fo­cus on the customer.

    Only by putting in the work can we solve your needs, and only with your help can we make some­thing great.

    We'd love to tell you more and show you how we can work to­geth­er.

    Learners in numbers

    The metrics that matter 

     

    • Projects

      Projects 200+

      Completed

    • Combined Experience

      Financial Services 35+

      Years in FinServ

    • HubSpot & Salesforce

      HubSpot and Salesforce Partnership

      Partner

    • HubSpot

      certification 3

      Accreditations

    • Custom Integrations

      Custom Integration 100+

      Delivered

    • Custom Applications

      Custom Application 20+

      Delivered

    • AI & Analytics

      Data Science, AI and Analytics 10+

      Years of Experience

    • Client Rating

      Client Satisfaction 5 stars

      Delivered Projects

    Client Testimonials

    HubSpot Video
    Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!
     
    Ashley Camire

    Ashley Camire

    Owner and Relationship Specialist

    POQFL.com

    HubSpot Video

    I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

    Cynthia LaRue

    Cynthia LaRue

    VP Marketing at ShipHero

    Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

    brandon_palmer

    Brandon Palmer

    Digital Marketing Manager at ShipHero

    Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

     

    jamal

    Jamal M.

    Main Street Financial Solutions

    Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

    Chris

    Chris G.

    Forum Financial Management, LP

    Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

    Brett Oliveira

    Brett Oliveira

    ShipHero Sales

    Ashley Camire
    Cynthia LaRue
    Brandon Palmer
    jamal
    Chris
    Brett Oliveira

    Partnerships

    Certifications

    Our Values

    • 01
      Always be learning, always be helping
    • 02
      Be human, but rely on data
    • 03
      No empty promises, no BS
    • 04
      Client's success is our success
    • 05
      Trust is our most valuable asset
    • 06
      True simplicity is elegant