Thu •Sep 4 •9:45am - 10:30am PT •
Meetup: Financial Services: Building Client Trust for Life
Join us for a 45-minute meetup for financial professionals. Mix and mingle with fellow attendees who understand your challenges, share quick tips that actually work, and build your network with people who speak your industry language. From meeting compliance requirements to investing in client relationships to building a unified tech stack, you'll leave with practical ideas and new connections. *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...
Lauren Ryan
Senior Solutions Engineer @ HubSpot
Lauren Ryan is a Senior Solutions Engineer at HubSpot who specializes in competitive CRM strategy. With a unique background as a customer, administrator, and founder of a CRM consulting firm, she has deep, real-world experience helping companies in complex industries like financial services migrate and integrate their ...
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