HubSpot Digest: New Features to Power Up Your Workflows

New month, new HubSpot updates! Whether you're a marketing maestro, a sales guru, or a customer service champion, these fresh features are here to make your workflows smoother, smarter, and more efficient. But if you’re in the financial services industry, these updates are even more impactful—helping you streamline compliance processes, enhance customer engagement, and improve forecasting accuracy.

From refining your revenue predictions to ensuring tighter security around customer data, these enhancements will help you get the most out of HubSpot’s powerful platform.

Let's dive into HubSpot's latest updates and how they can improve efficiency for businesses in the FinServ sector!

1. Forecast Multiple Outcomes Using Custom Date and Currency Properties

Hub: Sales Hub
Feature: Allows forecasting different revenue scenarios using custom date and currency fields.
Use Case: Payment Gateways & Wealth Management Firms

Payment processors can forecast revenue in multiple currencies to support global transactions, while wealth management firms can model different investment growth scenarios.

2. Permissions to Edit and View Specific Lists

Hub: Marketing Hub
Feature: Enables admins to set permissions for viewing and editing lists.
Use Case: Insurance Providers

Ensure that sensitive investor or policyholder data is only accessible to authorized personnel, maintaining compliance and data security.

3. Anniversary Filters

Hub: Marketing Hub
Feature: Allows filtering contacts based on recurring dates, like anniversaries.
Use Case: Business Finance Providers

Automate annual-based follow-ups for new loan offers, improving customer retention and engagement.

4. Help Desk Board Layout

Hub: Service Hub
Feature: New board-style layout for organising customer support tickets.
Use Case: Challenger Banks & Money Transfer Companies

Improve customer support efficiency by visually tracking and managing customer issues in real time for faster resolution.

5. Conditional Properties in Playbooks

Hub: Sales Hub
Feature: Dynamically show or hide fields in playbooks based on previous inputs.
Use Case: Vehicle Finance Providers

Guide sales reps through structured conversations by displaying only relevant fields based on loan or financing requirements.

6. Journey Automation Templates

Hub: Marketing Hub
Feature: Pre-built automation templates for customer journeys.
Use Case: Financial & Investing Advice Companies

Easily set up automated onboarding sequences for new investors or merchants, ensuring a seamless and engaging customer journey.

That’s a wrap for this month’s HubSpot Digest! 

These updates aren’t just new features—they’re powerful tools that can help financial services teams enhance their workflows, maintain compliance, and provide better customer experiences.

Want to make the most of HubSpot for your business? Our team at Inbound FinTech can help you implement and optimise these features to drive real results. Book a call with us today and let’s get started on your HubSpot journey!