In financial services, knowing what’s possible isn’t the hard part. Making it work inside a regulated institution is.
That’s why we created FinSight Forum: a virtual series designed for financial services leaders who want practical, real-world insight into how technology, teams, and processes actually operate day to day.
FinSight Forum brings together banking, credit union, and FinServ professionals to share what’s working, what’s not, and what they’ve learned along the way. No theory. No vendor fluff. Just honest conversations about execution inside complex environments.
What Is FinSight Forum?
FinSight Forum is built around one simple idea: Show how financial institutions actually run with HubSpot.
Each session focuses on real operational challenges from aligning cross-functional teams to scaling HubSpot without creating risk or chaos. Instead of high-level strategy, we dig into the systems, workflows, and decisions that make execution possible inside regulated organizations.
If you’re responsible for growth, marketing, operations, CX, or digital transformation at a financial institution, FinSight Forum is designed with you in mind.
Recent FinSight Forum Sessions
Below are highlights from our most recent discussions. Full recordings are available on the FinSight Forum resource page.
From Marketing Tool to Operating System:
How Financial Institutions Actually Run HubSpot
Many financial institutions use HubSpot for marketing. Far fewer use it as an operational system across teams.
This session took a practical look at how high-performing institutions are running HubSpot day-to-day, connecting marketing, retail, lending, and service workflows while maintaining governance and data protection.
Key themes included:
- Moving from reporting to execution inside HubSpot
- Cross-functional alignment without platform sprawl
- Using Projects to manage launches and initiatives
- Governance and permissions best practices in regulated environments
HubSpot Myths, Truths & Wins in Financial Services
Can HubSpot really handle the complexity of banks and credit unions? This FinSight Forum panel answered that question honestly.
Featuring industry SMEs and the GreenHouse team, this conversation debunked common myths, shared real wins, and surfaced lessons learned from teams using HubSpot in production today.
Highlights included:
- How financial teams are driving results with HubSpot
- Candid stories from peers, including what surprised them
- Practical use cases you can adapt inside your institution
More Sessions Coming Soon
FinSight Forum is an ongoing series, with new sessions added regularly. Each one builds on the same goal: helping financial institutions move from ideas and tools to execution that actually works.
We’ll continue updating this page as new discussions become available.
