As a forward-thinking professional at your financial institution, you likely understand the valuable insights you can gain from attending a range of conferences and networking events. You might not have considered INBOUND (hosted by HubSpot) among the more traditional credit union conferences, but it’s an event that should be on every marketing, sales, or service leader’s radar – whether or not you utilize HubSpot at your credit union.
Hosted in Boston, MA from September 18th - 20th, this year’s HubSpot INBOUND agenda is full of can’t-miss sessions that will provide innovative ways to foster growth and create value for attendees. Between all of the educational sessions and networking opportunities, it can be a challenge to narrow down which sessions you and your team should attend. Our goal is to make your experience more streamlined, by highlighting the events your team should prioritize.
Turn Your Data into Growth
Using member data effectively is key in achieving your team’s goals. That said, attending the following sessions on data utilization is a great opportunity for credit union leaders. Get excited to learn practical tips and strategies that can be directly applied to your teams’ operations.
Leveraging Your Data for Growth With Karen Ng
Wednesday, 11:30 a.m. – 12:00 p.m.
This session will be a “fireside chat” with HubSpot SVP of Product and GM of Operations Hub, Karen, Ng. Hear about the latest updates in Operations Hub, and how operations software can help your credit union grow.
Best Practices for Unlocking the Power of Integrated Data
Wednesday, 12:15 p.m. – 1:00 p.m.
Have you ever struggled with data silos at your credit union? Attend this session to go deeper into connected data and learn how to further leverage valuable member information in HubSpot.
Data Management 101: How Clean Data Accelerates Growth
Wednesday, 1:45 p.m. – 2:30 p.m.
Not all CRMs are created equal! Learn from HubSpot leaders, who will breakdown everything you need to know when it comes to managing your data effectively within the HubSpot CRM.
Organizing Customer Data in HubSpot Smart CRM
Thursday, 9:45 a.m. – 11:00 a.m.
An essential for Pro+ users, this discussion will help you use the HubSpot Smart CRM to its full potential. Attendees will learn the platform basics, understand how to model data, and how to create custom objects and properties.
The Power of Unified Data, Product-Led Growth, and Revenue
Thursday, 11:15 a.m. – 11:45 a.m.
To round out your data knowledge, consider joining a group of impressive product leaders as they chat about all things growth, and the value of unified data.
Enhance Member Experience
Member experience is the heart of credit union success. In fact, creating meaningful connections with your members is more important than ever. By attending this group of INBOUND sessions, you'll be better equipped to create stronger connections, foster loyalty, and drive sustainable growth.
Activate Customer Connection With Marketing and Content Hub
Wednesday, 11:30 a.m. – 12:45 p.m.
Lead generation and customer connection feel overwhelming at times. To simplify the process, get ready to do a deep dive into Marketing and Content Hubs. Together, these Hubs can help you make stronger connections with your audience.
Reinvent Customer Relationships: AI, Data, and Smart CRM
Wednesday, 2:45 p.m. – 3:30 p.m.
How can you form relationships in a more intelligent way? AI, data, and HubSpot’s Smart CRM might be the combination you need to get the outcomes you’re looking for. Attend this session to understand how.
Reap the Rewards: How to Cultivate Customer Loyalty
Friday, 9:30 a.m. – 10:00 a.m.
Ready to reinvent your customer experience? Learn from expert James Maiocco of Barn2Door, and prepare to feel inspired by their success story.
Unlock Success With Extraordinary Customer Experiences
Friday, 9:45 a.m. – 10:30 a.m.
Positive member experiences can lead to a better outlook for your credit union. How can you improve experiences and use them to your advantage? Explore how your team’s interactions with members can lead to more success.
How To Use Inbound Selling To Increase Revenue
Friday, 10:00 a.m. – 10:30 a.m.
In this presentation, take a look at practical strategies for attracting, engaging, and delighting your prospects. As a result, you’ll be on your way to increasing your revenue while keeping members at the core of what you do.
Learn to Leverage AI
As the financial industry evolves, AI can be a game-changer for your credit union. We've curated a selection of sessions at INBOUND that will provide you with insights into the power of AI and how to harness it effectively.
Chatbots, Copilots, and Agents: The Future of AI Assistants
Wednesday, 3:15 p.m. – 4:00 p.m.
AI assistants are on the rise, and this panel aims to unpack everything from chatbots to advanced agents. Gain a more in-depth understanding of the state of technology today, where it's headed, and what that means for you.
The Data-Driven, AI-Powered Customer Journey
Thursday, 9:45 a.m. – 11:15 a.m.
Join TrustInsights.ai's Chief Data Scientist Christopher Penn, and learn about the 7-step customer journey that uses both analytics and marketing. You’ll gain knowledge of generative AI tools, and how you can be implementing them to create solutions within your credit union.
How Marketing and Sales Teams Use HubSpot AI Tools in 2024
Thursday, 1:00 p.m. – 1:45 p.m.
Learn from advanced HubSpot AI users, and how they’ve used these tools to revolutionize their marketing and sales processes. Get empowered with fresh ideas on how you can be taking your credit union operations to the next level.
Sell Like a Pro: Closing More Deals With AI in Sales Hub
Thursday, 3:00 p.m. – 3:45 p.m.
AI within Sales Hub could be the tool you need to boost your processes and ultimately close more deals. In this session, you’ll have the opportunity to hear about real world examples and use cases.
Build Momentum With AI-Infused Digital Experiences
Friday, 9:45 a.m. – 10:30 a.m.
Today, digital experiences are the forefront of your members’ experiences. Take this opportunity to learn about how you can create more personalized experiences, now that AI is in the picture.
Make HubSpot Work for You
Making the most of HubSpot's capabilities can significantly enhance your operations and services. To finalize your INBOUND 2024 agenda, we’ve handpicked a series of sessions that will help attendees understand how to best use HubSpot for credit unions.
Implementing HubSpot: Things Every Admin Needs To Know
Wednesday, 11:30 a.m. – 12:15 p.m.
Implementing HubSpot properly can make or break your adoption of the platform. Join Kyle Jepson, as he explains what HubSpot admins need to know as they navigate this process.
Sales Hub Deep Dive With the Product Leadership Team
Wednesday, 3:30 p.m. - 5:00 p.m.
This session is all about the ins and outs of Sales Hub. HubSpot’s Product Leadership team is prepared to guide you through the features you need to know to make the most of your sales strategy.
Integrate to Accelerate: HubSpot Integration Guide
Wednesday, 3:45 p.m. - 5:00 p.m.
If you’re preparing for a portal integration, this discussion is for you. Go deeper into HubSpot integrations, and how you can unlock everything the platform has to offer your teams.
Unlock the Power of Customizing HubSpot’s Smart CRM
Thursday, 10:15 a.m. – 11:00 a.m.
Is there room for improvement in your credit union processes? Attending this session is the perfect starting point for understanding how you can customize your Smart CRM to better match your credit union’s needs.
Get Ready to Experience INBOUND 2024
Here at GreenHouse, we see INBOUND as a great opportunity to stay up to date on industry best practices and find inspiration for the work we do every day. On top of the exciting sessions we’ve listed above, the entire event sheds light on the latest news in marketing and business success.
We hope you take this chance to learn from industry experts, make valuable connections, and bring back a wealth of new knowledge to your team. Add these sessions to your agenda and prepare to elevate your credit union's performance in the coming year. Our team looks forward to seeing you at INBOUND 2024!
September 11, 2024
