Instrumental Group

Modernizing Finserv Acquisition: Webinar

Webinar aired on October 23rd, fill out the form to receive the on-demand recording!

This presentation will teach those in the Financial Services Industry how to increase their competitive sales advantage. Learn how your industry can leverage AI in telephony and CRM solutions to tip the odds in your favor and increase your competitive win rates in 2025 and beyond!

Navigating Fintech and Traditional Competitors
Benefits of Omnichannel CRM Solutions
Mastering Voice to Ensure Conversations Matter
Best Practices for Implementing Modern Acquisition Systems
Ensure Success with Adoption & Activation Strategies
Tips for Assessing Your Current Process for Opportunities

Meet the Presenters

Nick Carbone

Nick Carbone is a Principal Product Marketer at HubSpot and has spent time on the Customer Success, Product, and Product Marketing teams over his 7 years at HubSpot. His primary focus areas are sales enablement and other go-to-market programs. 

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Mali Diez

Mali is a Senior Strategic Partner Account Manager at Aircall, leading partnership-driven growth within the HubSpot ecosystem across North America. As a global business development consultant, she is passionate about empowering businesses to reach their full potential through innovative technology solutions.


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Eric Pratt

Eric is the Founder & CEO of Instrumental Group, a digital agency with deep experience solving for the Financial Services Industry. As a long-time HubSpot and Aircall implementation partner, Eric has a unique perspective on the power of the combined capabilities.

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