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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If July pushed AI up your funnel, August is about connecting HubSpot to the AI tools your team already uses every day. The headline is integrations: a much deeper ChatGPT connection, a Claude connector that now writes back to your CRM, and a new bridge into Microsoft 365 Copilot - part of a wave of 193+ new and updated Marketplace apps. For Australian businesses running on HubSpot, this month is less about learning new screens and more about letting the AI tools you already pay for talk to your CRM. Here’s the full breakdown - what shipped, who it’s for, and what to action first.
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June was about making HubSpot’s AI useful. July is about pointing it at the top of your funnel. The headline update this month is the new HubSpot Prospecting Agent. It now connects to Seamless, finds net-new contacts that match your target personas, and drafts the outreach for you. Alongside this update, HubSpot has introduced a range of practical enhancements. WhatsApp now has its own dedicated workspace, the Microsoft Teams integration has been significantly enhanced, Breeze Projects has evolved into a true collaborative workspace for teams, and there are valuable usability improvements across the mobile app, video functionality, and social media tools. We’ve been through all of this month’s releases and pulled out what actually matters for your business. Here’s the breakdown.
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If May was about connecting your tools, June is about making the AI inside HubSpot genuinely useful. This month’s updates take Breeze Assistant from a helpful sidekick to something closer to a real teammate, one that asks the right questions, builds your products, drafts your emails in a proper workspace, and even reads your campaign data. And it’s not just AI. TikTok leads now flow straight into your CRM in real time, multi-step forms finally validate the way visitors expect, and customer success teams get structured onboarding plans built right into HubSpot. We’ve gone through all seven updates and pulled out what actually matters for your business. Here’s the breakdown.
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