#USA #Las Vegas #Financial Services #HubSpot #Mole Street

Addressing Growth Challenges in Financial Services

At the upcoming Money20/20 USA conference in Las Vegas, Mole Street, an esteemed HubSpot Solutions Partner, will delve into the crucial factors affecting growth within the financial services industry. Together with HubSpot, they are set to co-present a detailed analysis based on the recent report titled "The State of Financial Services Growth," which surveys 270 financial services leaders across various sectors including banking, accounting, fintech, and investment management.

The session, scheduled for October 20, 2026, will reveal that the majority of executives believe their growth stagnation is primarily due to internal issues rather than external pressures. Leaders highlighted the difficulties in demonstrating the return on investment (ROI) from marketing and technology initiatives, with 30% classifying it as a significant barrier. These findings underscore a pivotal trend: while firms possess the necessary clients, data, and tools, there is often a disconnect in making these elements work cohesively.

Key Findings from the Research

The research reveals some critical insights into current issues within the industry:

• - Top Priorities: Retention and acquisition of clients are nearly neck-and-neck priorities among firms, reported at 41% and 40% respectively. However, both areas rely heavily on personalized communication, which many leaders struggle to meet.
• - Impact of AI and Automation: Surprisingly, AI and automation have emerged as the foremost external influences affecting strategy decisions, overtaking traditional concerns like inflation and regulatory compliance. A staggering 97% of firms indicated either current use or plans to implement AI technologies, though less than half have fully integrated these systems across various functions.
• - Integration Challenges: It's telling that 78% of financial leaders reported that internal silos and incomplete client data inhibit their ability to provide a modern client experience. Notably, only about 50% confirmed their Customer Relationship Management (CRM) systems were fully integrated with other vital client data frameworks.

Mole Street's Chris DiPetrio and HubSpot's Zachary Jagentenfl will co-present these findings along with real-life case studies demonstrating successful data connection and integration strategies employed by various financial institutions. For instance, Keesler Federal Credit Union leveraged HubSpot's capabilities to gain marketing autonomy by connecting their core banking data, while NQM Funding expanded from a regional lender to a $4 billion entity by unifying their broker outreach on the same platform.

The Importance of Integration

Bringing together core databases into one CRM can diminish the fragmentation that currently plagues many financial service organizations. The insight gathered from the leaders emphasized the potential measurability of growth through better integration, automation, and advanced AI applications. Notably, advanced AI users reported a 68% higher likelihood of improved client retention and a significant alignment across departments including marketing, sales, and client experience.

Mole Street’s approach not only focuses on helping financial service companies migrate to HubSpot from older systems but also emphasizes connecting disparate data sources to make marketing and business strategies more effective. The session titled "Siloed to Connected: The FinServ Growth Model" promises to offer attendees practical takeaways, demonstrating the value of unified client data.

Session Details

• - Date: October 20, 2026
• - Time: 9:00 AM - 10:00 AM PT
• - Location: The Venetian, Las Vegas, NV
• - Exclusive Audience: Limited to 80 senior executives from banks, credit unions, fintech, and payments companies attending the conference.

Brendan Walsh, Co-Founder and CRO of Mole Street, encapsulates the essence of the upcoming session: "Money20/20 is where the decision-makers converge, and many are grappling with identical obstacles. We designed this session to showcase how those who have successfully resolved these issues are realizing tangible results."

Attendees looking to deepen their understanding and strategies for overcoming growth stagnation in financial services should not miss this opportunity. For more information, participants can access the report at Mole Street's website.