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Most financial institutions aren’t stuck because of bad data. They’re stuck because data and action live in different worlds.
In this session, practitioners from five organizations, including Amy Shuey (VP of Marketing & Payments) and Danielle Kiger (Senior BI Data Architect) from Sound CU, and John Kingma (CTO/CISO) from Old Glory Bank, walked through what it actually takes to move from scattered data to a system your teams can use.
You'll see real HubSpot configurations from a bank and a credit union, hear from the data infrastructure and implementation teams behind their builds, and walk away understanding the three layers that make financial institution data actually work: the system where your data lives, where it gets cleaned and trusted, and where your teams can finally act on it.
What's Inside?
A framework that your team can apply the same week
- The three-layer framework
- Record → Truth → Action — and why most institutions stall at layer two, not layer one.
- The actual data model
- What a HubSpot instance looks like when it's built for activation, not just reporting.
- Real practitioner examples
- A bank and a credit union sharing real configurations — not hypotheticals or vendor slides.
- Live Q&A
- Specific questions from financial services operators. The last five minutes are the sharpest.
