Logo - Full (Color)
Skip to content
  • Untitled design (3)-Jul-15-2024-02-48-51-2876-PM

Modernizing Financial Services

A Comprehensive Guide to Data Integration with HubSpot

The Financial Services Industry is particularly challenged by digital transformation and the need to modernize technology and capabilities. In this guide, you'll get expert guidance on data integration to help you transform and grow.
Cover Option 1.pdf

What you'll learn from this guide:

  1. Key Challenges and Solutions: Understand the top challenges facing the financial services industry, including evolving customer expectations, fintech competition, systems integration and the need for omnichannel communication.
  2. Benefits of HubSpot for Financial Services: Explore why HubSpot is becoming a popular choice for banks, credit unions, mortgage brokers, and fintech companies.
  3. Integration Best Practices: Get detailed insights into integrating HubSpot with essential financial services software, including Core Banking Platforms and Loan Origination Systems.
  4. Enhancing Communication and Customer Relationships: Discover how to achieve single-pane visibility into customer relationships and automate compliant communication cadences. Learn how to enhance speed-to-lead and customer service resolution with intelligent routing and assignments.
  5. Step-by-Step Implementation Guide: Follow a detailed, step-by-step process for mapping requirements, developing HubSpot Smart CRM, and implementing data proper integrations.
  6. Leveraging HubSpot for Digital Transformation: Discover how different roles within your institution can leverage integrated data to improve KPIs, acquire new customers, grow deposits, expand wallet share, and retain valuable relationships using HubSpot.

While digital transformation may seem daunting, it doesn’t have to be overwhelming. With the help of a certified implementation partner such as Instrumental Group, we can consult, design, and implement a tech stack that enables your team to meet the moment and grow.

Eric Pratt

instrumental-group_imagotype-blue (1)-1

Modernizing Financial Services by Integrating Critical Data with HubSpot

The Financial Services Industry does have the ability to modernize and transform to meet the shifting needs of their customers. By adding HubSpot to your tech stack and properly integrating critical institutional data you can gain an understanding of customer expectations and serve them in the manner they prefer to be served.

Screenshot 2024-07-15 at 11.38.08 AM

About Our Partner

Instrumental Group and HubSpot partnered to curate this report based on Instrumental Group's deep expertise in the Financial Services and SaaS space.
instrumental-group_imagotype-blue (1)-1

Instrumental Group has been helping banks, credit unions, and mortgage brokers leverage HubSpot for more than a decade, continually improving digital sales and marketing strategies with the advancement of HubSpot’s amazing feature set.

Our expertise lies in helping Financial Services companies connect valuable data from different systems into HubSpot to facilitate intelligent communication strategies. Sophisticated omnichannel outreach, acquisition campaigns, nurturing sequences, and customer service strategies tailored to evolving industry needs have spurred growth and success with our help.