Financial services organisations don't necessarily have a technology shortage. They have a continuity challenge. As customer journeys move across marketing, sales, onboarding and service, and between specialist platforms, customer context can be lost at the handoffs. That's where manual work increases, visibility decreases and revenue opportunities can start to leak. This was the central theme of Future-ready financial services: Less complexity, smarter growth, co-hosted by HubSpot and Lupo Digital. Lupo Digital's Glenn Miller and Michael Wolf were joined by John Kilkenny, Head of New Business Development at PetSure, and Alex Holzer, Communications Manager at Collins Street Asset Management, who shared two very different real-world examples of solving these challenges. HubSpot Senior Solutions Engineer Kye Bessant then demonstrated how connected data, automation and AI can work together in practice. Watch the full webinar below, or continue reading for five practical lessons financial services leaders can take from the discussion.
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