End-to-End Solutions for Credit Unions, Banks and InsuranceWe empower marketing, sales and service with unified data that delivers measurable ROI through personalized campaigns, always-on automations, and complete visibility into the customer journey.Marketing AutomationSuccessful personalized marketing starts with unified data. Our proprietary custom data model brings core banking data into HubSpot, seamlessly connecting your CRM with platforms like Jack Henry Symitar, MeridianLink, and dozens of other financial services systems to power always-on marketing automation driving ROI.HubSpot ImplementationWe implement Marketing, Sales, and Service Hubs specifically tailored for financial services organizations. Starting with our custom data integrations as the foundation, we configure each Hub with industry-specific workflows, automated member onboarding sequences, and cross-sell campaigns that drive growth.Platform IntegrationEverything starts with unified data. We develop a plan to automate the import of your data from core banking and loan origination systems into a centralized marketing CRM. This foundation empowers personalized campaigns, always-on automations, and complete visibility into the customer journey.