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Capabilities

GreenHouse Inbound Marketing

Custom HubSpot Integrations

Everything starts with unified data. Our proprietary custom data model solves the unique challenges of bringing core banking data into HubSpot, seamlessly connecting your CRM with platforms like Jack Henry Symitar/Silverlake, MeridianLink, Encompass, Glia and dozens of other financial services systems. This foundation empowers all your other marketing, sales, and service efforts to be more strategic, data-driven, and effective – enabling personalized campaigns, always-on automations, and complete visibility into the customer journey.

  • Proprietary data model designed for financial services
  • Integrate with FIS, Fiserv, KeyStone, Abrigo, Banno, and more
  • Enable personalized marketing and always-on automations
  • Connect all departments on one unified platform
GreenHouse Social Media Marketing

HubSpot Implementation

We 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 to work seamlessly with your existing systems while incorporating industry-specific workflows, automated member onboarding sequences, cross-sell campaigns, and financial product manage

  • Implement Marketing, Sales, and Service Hubs for financial services
  • Build on custom integration foundation for unified operations
  • Configure automated onboarding, nurturing, and cross-sell workflows
  • Map member/customer journeys across all departments
GreenHouse Branding

HubSpot Onboarding & Training

After implementation, your financial services team needs specialized training to maximize the platform’s potential. We provide comprehensive onboarding that builds on your new integrated system, covering industry-specific use cases and best practices for engaging members and customers throughout their financial journey, ensuring your team confidently manages the transition and ongoing optimization.

  • Train teams on your new integrated HubSpot system
  • Cover financial services-specific use cases and workflows
  • Develop custom processes and documentation for your institution
  • Provide ongoing support and optimization guidance
GreenHouse Website Design

Paid Digital Marketing

Financial services marketing requires a thoughtful balance of trust-building and lead generation. Our paid digital campaigns are powered by the first-party data from your core banking and loan systems, enabling precise audience targeting and personalized messaging. Combined with full funnel reporting that tracks prospects from first ad click to funded loan/deposit, you get complete visibility into campaign performance and ROI.

  • Leverage first-party data for precise audience targeting
  • Create personalized campaigns based on member/customer data
  • Track full funnel from ad click to funded loan
  • Build trust through strategic, data-driven messaging
GreenHouse Sales Enablement

Web Design & Development

Your website is often the first impression potential members and customers have of your financial institution. We design secure and conversion-optimized websites that build trust, showcase your financial products, and guide visitors toward opening accounts, applying for loans, or requesting consultations.

  • Design secure, user-friendly financial services websites
  • Optimize for loan applications and account openings
  • Create trust-building user experiences
  • Implement modern accessibility and security standards

You know the capabilities, now see them in action

We specialize in all things HubSpot for the financial services industry. Our proprietary data integrations unlock personalized marketing, always-on automations, and full funnel reporting that tracks prospects from first touchpoint to funded loan or opened account. Our deep understanding of financial institutions, member/customer behavior, and industry challenges positions us uniquely to deliver data-driven digital marketing, sales, and service solutions that drive growth for your institution.

View Our Experience