Mole Street and HubSpot Present Research on Financial Services Growth Challenges at Money20/20 USA
Mole Street, an Elite HubSpot Solutions Partner, will co-present with HubSpot at the Money20/20 USA conference in Las Vegas. The session is based on a joint research report titled 'The State of Financial Services Growth,' which surveyed 270 U.S. financial services leaders and found that internal challenges—such as proving ROI from marketing investments and poor data quality—are major barriers to growth, surpassing external factors like regulation. Key findings include the prevalence of organizational silos affecting client experience delivery and a growing reliance on AI and automation over traditional economic concerns such as inflation or interest rates. The report also highlights that while most firms are adopting AI, fewer than half have it fully operationalized across functions. Firms with advanced AI adoption reported better client retention results. The session will feature real-world case studies from institutions like Keesler Federal Credit Union and NQM Funding to demonstrate how integrated data systems can drive measurable growth.
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