Thu •Sep 4 •9:45am - 10:30am PT (45 minutes)•Meetup 2
Meetup: Financial Services: Building Client Trust for Life
Connect every team, elevate every client interaction. See how leading firms unify wealth management, banking, and insurance teams on one platform for seamless client experiences. Learn strategies for breaking down operational silos while accelerating growth, even in regulated environments. *Session reservations required this year.
Open to All Levels
Session Speakers
Caleb Edwards
CEO @ GreenHouse Agency
Caleb Edwards is Founder and CEO of GreenHouse Agency, a Diamond HubSpot Solutions Partner serving the financial services industry since 2017. The agency works with 30+ institutions with 1.16M customers, including banks, credit unions, insurance, mortgage, and capital asset management companies. Under his leadership, G...
Jack Moreton
Senior Solutions Engineer, Financial Service Industry Specialist @ HubSpot
Jack Moreton is a Senior Solutions Engineer at HubSpot in the UKI Market, where he has spent the last three years working with businesses to help them leverage the HubSpot platform. His focus is on the financial services industry, drawing on his understanding of the sector's unique needs.
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