Mole Street and Kinective Prepare for 'Breakfast is FinServed' Event for Financial Service Leaders at Unbound 2026
In an effort to enhance the growth strategies of financial service organizations, Mole Street and Kinective are joining forces to present a unique event titled 'Breakfast is FinServed'. This private breakfast gathering aims to bring together top marketing and growth leaders from various financial institutions during the prestigious Unbound 2026 conference in Boston.
Event Overview
Scheduled for Thursday, September 17, 2026, from 7:30 to 9:30 a.m. ET, the event will take place in The Momentum Room located on the 5th floor of the Omni Boston Hotel at the Seaport. Attendees can expect to engage in two enlightening panel discussions that revolve around a singular, pivotal question: How do financial services organizations successfully convert HubSpot into a revenue-generating engine? Panelists will include Chief Marketing Officers (CMOs) and marketing leaders who have spearheaded implementations and adaptions across regulated environments in their organizations.
The Role of HubSpot in Financial Services
Both Mole Street and Kinective have significant experience in the realm of financial technology. Mole Street, recognized as an Elite HubSpot Solutions Partner and consultancy, has dedicated years to assisting firms in the financial sector with HubSpot adoption. By migrating organizations from outdated platforms and integrating data systems, they have shown substantial results, leading to improved revenue generation and streamlined processes. Kinective complements this by facilitating a connection between core banking data and the marketing infrastructure used by financial service teams.
Panel Discussions
1. Unlock Your Core Data: Transforming Insights into Revenue
This first panel, set to run from 8:00 a.m. to 8:30 a.m., will delve into how many financial institutions are optimizing their core banking data for effective marketing. By utilizing HubSpot, banks and credit unions can create targeted campaigns that use real-time insights. Discussing the integration timelines and the empowerment of marketing teams, panelists such as Susan Song from Keesler Federal Credit Union and Anna Grant Jones from Vallant Bank will share their experiences under the moderation of Brendan Walsh, Co-Founder and CRO of Mole Street.
Gordon Flammer, SVP Product Strategy at Kinective, emphasizes the significance of accessing core data, indicating, "The most valuable data a financial institution owns is locked in its core, and for too long it has been out of reach for the teams responsible for growth. When that data flows into HubSpot, marketing can finally reach the right member or client with the right message at the right time."
2. HubSpot and Accounting Firms: Insights from Transformative Leaders
The second panel, running from 8:40 a.m. to 9:10 a.m., will address the unique challenges faced by accounting firms in adopting HubSpot. Unlike many sectors, where the marketing role is more defined, accounting firms see partners owning client relationships, which complicates adoption. This discussion will feature professionals like Sam Crist from Blue & Co. and Tiffany Garavaglia from Anders, moderated by Lissa Robinson of Mole Street.
Brian LaPann, CEO and Co-Founder of Mole Street, articulates the purpose of the breakfast, stating, "Financial services marketers have heard plenty of promises about what a CRM can do. What they want now is proof, and that is what this breakfast is built around. Anyone in the room will leave with a clearer picture of what it takes to turn platform investment into growth."
Research Insights
The event will also incorporate valuable findings from the 2026 State of Financial Services Growth report, which has revealed significant trends and priorities among industry leaders. According to this report, 41% of leaders focus on retaining and expanding existing relationships, whereas 40% target acquiring new clients. The most pressing challenge faced is linking marketing technology back to measurable growth, with leaders now prioritizing data quality and integration over compliance issues. One in five leaders also noted AI and CRM tools as crucial investments for gaining a competitive edge in the marketplace.
Conclusion
As we approach Unbound 2026, the 'Breakfast is FinServed' event promises to be a pivotal gathering for those in the financial services sector seeking to enhance their operational efficiencies and revenue generation. To reserve a seat, interested participants can visit the Mole Street registration page. With limited seating available, this event is an excellent opportunity for leaders aiming to harness the power of HubSpot for their organizations.
Event Overview
Scheduled for Thursday, September 17, 2026, from 7:30 to 9:30 a.m. ET, the event will take place in The Momentum Room located on the 5th floor of the Omni Boston Hotel at the Seaport. Attendees can expect to engage in two enlightening panel discussions that revolve around a singular, pivotal question: How do financial services organizations successfully convert HubSpot into a revenue-generating engine? Panelists will include Chief Marketing Officers (CMOs) and marketing leaders who have spearheaded implementations and adaptions across regulated environments in their organizations.
The Role of HubSpot in Financial Services
Both Mole Street and Kinective have significant experience in the realm of financial technology. Mole Street, recognized as an Elite HubSpot Solutions Partner and consultancy, has dedicated years to assisting firms in the financial sector with HubSpot adoption. By migrating organizations from outdated platforms and integrating data systems, they have shown substantial results, leading to improved revenue generation and streamlined processes. Kinective complements this by facilitating a connection between core banking data and the marketing infrastructure used by financial service teams.
Panel Discussions
1. Unlock Your Core Data: Transforming Insights into Revenue
This first panel, set to run from 8:00 a.m. to 8:30 a.m., will delve into how many financial institutions are optimizing their core banking data for effective marketing. By utilizing HubSpot, banks and credit unions can create targeted campaigns that use real-time insights. Discussing the integration timelines and the empowerment of marketing teams, panelists such as Susan Song from Keesler Federal Credit Union and Anna Grant Jones from Vallant Bank will share their experiences under the moderation of Brendan Walsh, Co-Founder and CRO of Mole Street.
Gordon Flammer, SVP Product Strategy at Kinective, emphasizes the significance of accessing core data, indicating, "The most valuable data a financial institution owns is locked in its core, and for too long it has been out of reach for the teams responsible for growth. When that data flows into HubSpot, marketing can finally reach the right member or client with the right message at the right time."
2. HubSpot and Accounting Firms: Insights from Transformative Leaders
The second panel, running from 8:40 a.m. to 9:10 a.m., will address the unique challenges faced by accounting firms in adopting HubSpot. Unlike many sectors, where the marketing role is more defined, accounting firms see partners owning client relationships, which complicates adoption. This discussion will feature professionals like Sam Crist from Blue & Co. and Tiffany Garavaglia from Anders, moderated by Lissa Robinson of Mole Street.
Brian LaPann, CEO and Co-Founder of Mole Street, articulates the purpose of the breakfast, stating, "Financial services marketers have heard plenty of promises about what a CRM can do. What they want now is proof, and that is what this breakfast is built around. Anyone in the room will leave with a clearer picture of what it takes to turn platform investment into growth."
Research Insights
The event will also incorporate valuable findings from the 2026 State of Financial Services Growth report, which has revealed significant trends and priorities among industry leaders. According to this report, 41% of leaders focus on retaining and expanding existing relationships, whereas 40% target acquiring new clients. The most pressing challenge faced is linking marketing technology back to measurable growth, with leaders now prioritizing data quality and integration over compliance issues. One in five leaders also noted AI and CRM tools as crucial investments for gaining a competitive edge in the marketplace.
Conclusion
As we approach Unbound 2026, the 'Breakfast is FinServed' event promises to be a pivotal gathering for those in the financial services sector seeking to enhance their operational efficiencies and revenue generation. To reserve a seat, interested participants can visit the Mole Street registration page. With limited seating available, this event is an excellent opportunity for leaders aiming to harness the power of HubSpot for their organizations.
Topics Financial Services & Investing）
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