HubSpot Digest: New Features for FinServ Businesses

New month, new HubSpot updates!

For financial services businesses, staying on top of customer interactions, optimising campaigns, and improving sales efficiency are key to driving growth. HubSpot’s latest updates help FinServ companies streamline engagement tracking, improve campaign performance, and optimise pipeline management—all while ensuring a seamless customer experience.

Let’s dive into the latest features and how they can enhance financial services operations!

1. Add Calls, Emails, and Meetings to Campaigns

Hub: Marketing & Sales Hub
Feature: Track all sales touch points within campaigns to gain a complete view of customer interactions and improve attribution.
Use Case: Lenders & Wealth Management Firms

Loan providers can track every call, email, and meeting within campaigns to ensure a seamless borrowing experience, while wealth management firms can personalise investor interactions and improve client engagement.

2. Add Library Assets to Campaigns

Hub: Marketing & Sales Hub
Feature: Attach documents, files, videos, and playbooks directly to campaigns for content-driven engagement.
Use Case: Private Equity Firms & Mortgage Companies

Private equity teams can centralise pitch decks and financial reports, while mortgage providers can ensure clients receive the right educational resources at each stage of their journey.

3. View Attributed Form Submission Data for CTA Engagement

Hub: Marketing Hub
Feature: Track form submissions tied to CTA clicks for deeper conversion insights.
Use Case: Business Finance Providers & Challenger Banks

Lenders can measure how effectively CTA-driven forms generate loan applications, while challenger banks can optimise sign-up processes based on real user engagement data.

4. "Current Stage" Calculated Properties for Deals

Hub: Sales Hub
Feature: Automatically track how long deals stay in a stage to identify pipeline inefficiencies.
Use Case: Corporate Lending & Payment Gateways

Lenders can pinpoint stalled applications and accelerate approvals, while payment gateways can track merchant onboarding stages to enhance operational efficiency.

5. Reply to Any Email in Help Desk and Conversations Inbox

Hub: Service Hub
Feature: Maintain context and clarity by responding to specific messages within a conversation thread.
Use Case: Insurance Providers & Money Transfer Companies

Insurance companies can improve customer support accuracy by addressing inquiries directly, while money transfer businesses can keep transaction-related emails clear and efficient.

Make the Most of HubSpot’s Latest Features

These updates help financial services teams optimise customer engagement, improve attribution, and streamline deal management—all crucial for driving growth and efficiency.

Need help implementing these features? Our team at Inbound FinTech can ensure you’re getting the most out of HubSpot. Book a call with us today!