Instrumental Group

Finserv Data Integration Guide

If you're considering a new CRM and marketing automation software such as HubSpot, integrations are surely top of mind. How do you ensure critical data can be safely integrated from your Core and LOS? This guide outlines the  best practice solutions and methodologies for integrating HubSpot effectively, including:

A Call to Modernize: The New Imperatives for The Financial Services Industry
Catalyzing Change: Using HubSpot’s Powerful Customer Platform for Financial Services Innovation
Roadmap to Integrating Critical Financial Systems
A Step-by-Step Guide to Integration Implementation
Bringing HubSpot to Life: The Crux of Your Digital Transformation