INBOUND 2025 Recap: Turning HubSpot’s New Features Into Credit Union and Banking Wins

Punch above your weight with HubSpot’s newest power-ups, handpicked for credit unions and community banks.

• Data Studio makes it easy to blend off-platform data (like Sheets, Snowflake, or spreadsheets) with HubSpot without clogging your CRM, so you can segment, trigger workflows, and personalize offers in minutes.

• AI-optimized send times let HubSpot stagger delivery based on each contact’s real behavior, so you get higher opens and clicks without the guesswork.

• Personalization at scale allows you to spin up audience variants for landing pages, CTAs, and emails so members always see the message that matters most to them.

• Custom board views turn any property, standard or custom, into a visual board that helps teams manage loans, retention tiers, outreach, or any process that drives results.

• Smarter Sales Meetings and the AI note-taker keep follow-ups tight by automatically recording, transcribing, summarizing, and turning next steps into tasks so nothing slips through the cracks.

We also highlight quick-hit features worth exploring, including assistants and agents, Marketing Studio for multi-asset campaigns, visitor segments for anonymous traffic, customer health scoring, data enrichment, multi-team service workspaces, project object with Gantt view, and the AI email creator.

As a HubSpot Diamond Partner with more than 120 FI partnerships, a 45-person team, and SOC 2 Type 2 certification underway, Geear is here to help financial institutions get the most out of HubSpot while keeping performance and security front and center.