1. Install the theme
- From the HubSpot marketplace, click Install this theme and choose the target portal.
- Open Design Manager → your theme and open
theme.jsonto confirm it landed. - Confirm the nine modules appear under Modules and the seven sections under Sections.
2. Configure global content
Site Header
- Design Manager → Global Content → Site Header.
- Upload your logo (SVG preferred).
- Edit primary navigation — keep it to 4–6 items. Fintech buyers scan for Pricing, Trust, Product fast.
- Set the primary CTA. Default is Book a demo.
Site Footer
- Design Manager → Global Content → Site Footer.
- Configure 4 columns — default layout is Product / Compliance / Company / Legal.
- Paste your regulatory disclosure (FINRA member, FCA-authorised, PCI DSS merchant of record, etc.).
- Set the copyright line.
3. Pick your compliance region
Open Design Manager → theme settings → Compliance. Pick your region: US, EU, UK, APAC, or Global. The regulatory strip at the top of every page will render the right jurisdictional language automatically.
| Region | Default regulatory strip |
|---|---|
| US | SOC 2 Type II · PCI DSS · FDIC-insured partner banks |
| EU | GDPR · ISO 27001 · DORA-aligned |
| UK | Authorised and regulated by the FCA · GDPR · ISO 27001 |
| APAC | MAS-licensed partners · ISO 27001 · ASIC-aligned controls |
4. Create your first page
- Content → Website Pages → Create page.
- Choose the Home — Fintech SaaS template.
- Use the pre-built sections as starting points, or drag individual modules in.
- Populate your compliance badges and ROI calculator inputs.
5. Module reference
Metric Hero
Big-number hero for the above-the-fold metric that defines your company. Three variants: single number, stacked metric, metric-with-dashboard. Works on dark, gradient, or solid backgrounds.
Compliance Badge Bar
Renders 1–8 compliance badges in a compact bar or descriptive grid. Ships with SOC 2, PCI DSS, GDPR, ISO 27001, HIPAA, DORA, and a custom variant. Badges inherit your theme color.
ROI Calculator
Interactive calculator that quantifies the revenue impact of adding compliance proof above the fold. Live-recalculates incremental demos, ARR, and payback period as the visitor moves sliders. Runs entirely client-side — GDPR safe, no server round-trips.
Security Matrix
Filterable control-by-control table. Each control rows against the frameworks it satisfies (SOC 2, PCI, ISO, HIPAA). Supports search, framework filter, and anchor links so sales can deep-link into specific controls.
Regulated Customer Logo Wall
Customer logos with regulatory tags. Each logo can carry tags like FINRA member, MAS-licensed, or FDIC-insured so trust proof is scannable.
Pricing Tiers
Three-to-five tier pricing grid with monthly/annual toggle. The compliance-tier variant adds a Regulated tier that highlights the SKU your largest, most-regulated customers need.
Audit Timeline
Vertical timeline of audits, certifications, and penetration tests. Public trust centre content at a glance. Supports auto-generated next-audit-due labels.
6. Brand customisation
All colors, fonts, and spacing are driven by CSS custom properties defined in css/design-tokens.css. Override any token from theme settings without touching code.
--color-primary— your brand accent--color-accent— secondary accent (gradient CTA, highlights)--color-success— compliance pass / positive signals--gradient-hero— hero section gradient--font-body,--font-display,--font-mono— typography stack
Three preset palettes ship with the theme — indigo, teal, and graphite — so you can swap the full color system from a single theme setting.
7. Support
Included with your marketplace purchase:
- This documentation hub
- Email support: garo@elefanterevops.com — reply within one business day
- Diamond partner status — escalation path to HubSpot support if you hit platform-level issues
Built by elefante RevOps, a HubSpot Diamond Partner specialising in CMS, Sales Hub, and Marketing Hub implementations for regulated industries.