Business Details
11 Years
experience
Trusted HubSpot Partner for Financial Services Marketing
GreenHouse Agency has established itself as a leader in providing HubSpot solutions tailored for financial institutions. With nearly a decade of experience, we specialize in integrating core banking data with HubSpot to enable personalized marketing automation for credit unions, banks, and fintech companies. Our proprietary data model connects platforms like Jack Henry Symitar, MeridianLink, and Fiserv, creating unified customer journeys that drive measurable ROI. Our team holds multiple HubSpot accreditations including Diamond-Tier Partner status and Product Excellence Award recognition. We implement customized Marketing, Sales, and Service Hubs with industry-specific workflows that automate member onboarding and cross-sell campaigns.Our digital marketing experts leverage first-party data for precise audience targeting while maintaining strict compliance with financial industry regulations. Through strategic paid media campaigns and conversion-optimized web design, we help financial institutions track prospects from initial engagement to funded accounts. Our commitment to client success is demonstrated through comprehensive onboarding training and ongoing optimization guidance. We maintain a growth mindset by beta-testing emerging technologies to deliver cutting-edge solutions that address evolving industry challenges.
Services
HubSpot Implementation
Custom Integrations
Marketing Automation
Paid Digital Marketing
Web Development
CRM Training
Data Migration
Campaign Optimization
Reporting Dashboards
Member Onboarding
Details
- Year established: 2015
Highlights and features
- We have 9 years of experience in financial services marketing technology
- Our proprietary data model connects 15+ financial platforms with HubSpot
- We implement automated onboarding sequences specific to financial products
- Our team holds 7 HubSpot-specific accreditations
- We provide 24/7 technical support for critical system integrations
Associations and certifications
- Diamond-Tier HubSpot Solutions Partner
- HubSpot CRM Implementation Accreditation
- HubSpot Custom Integration Accreditation
- HubSpot Onboarding Accreditation
- Marketing Hub Implementation Certification
- Sales Hub Implementation Certification
- Service Hub Software Certification
Services
HubSpot Implementation
We configure customized HubSpot Marketing, Sales, and Service Hubs specifically for financial institutions. Starting with data integration as the foundation, we implement industry-specific workflows, automated member onboarding sequences, and cross-sell campaigns. Our certified specialists ensure seamless integration with existing financial systems while optimizing platform capabilities for measurable growth.
Custom Integrations
Our proprietary data model connects core banking platforms with HubSpot CRM. We integrate systems like Jack Henry Symitar, MeridianLink, and Fiserv to create unified customer views. This enables personalized marketing campaigns and complete visibility into customer journeys while maintaining strict data security standards required by financial institutions for compliance and reporting purposes.
Marketing Automation
We develop automated marketing strategies using unified customer data to drive engagement. Our solutions include abandoned application recovery, card activation campaigns, and personalized nurturing sequences. These always-on automations leverage first-party data to deliver measurable ROI improvements through targeted digital marketing efforts tailored to financial services audiences.
Paid Digital Marketing
Our paid media campaigns utilize first-party customer data for precise audience targeting. We create personalized messaging based on member behavior patterns and track full funnel performance from ad clicks to funded accounts. This data-driven approach builds trust while delivering measurable results through strategic digital advertising across multiple channels.
Web Development
We create secure, conversion-optimized websites for financial institutions that build trust and drive account openings. Our designs follow modern accessibility standards while incorporating lead generation tools and CRM integration. Each website is developed to guide visitors through loan applications, account openings, and consultation requests using data-informed user experiences.
People
Caleb Edwards
Founder & CEO
Digital marketing expert with 15+ years experience in financial services technology. Leads strategic direction while maintaining active involvement in client success initiatives and community outreach programs.
Lauren Holiday Buys
Client Success Director
Manages client relationships with focus on long-term growth strategies. Brings 12 years of experience in financial technology account management and service delivery optimization.
Justin Buys
Development Director
Oversees technical implementation of complex integrations with 18 years of software development experience. Specializes in connecting financial systems with marketing automation platforms.
Maggie Stevens
HubSpot Solutions Architect
Certified HubSpot expert designing customized CRM implementations. Holds multiple HubSpot accreditations and specializes in financial services data architecture solutions.
Luciano Pinto
Paid Media Manager
Digital advertising specialist with 10 years managing data-driven campaigns for financial institutions. Focuses on first-party data utilization for precise audience targeting and ROI measurement.
Questions
What financial institutions do you specialize in?
We work with credit unions, banks, mortgage firms, and fintech companies needing HubSpot integration and marketing automation solutions.
How do you handle core banking system integration?
Our proprietary data model connects platforms like Jack Henry Symitar, MeridianLink, and Fiserv with HubSpot for unified customer data.
What marketing services do you offer?
We provide HubSpot implementation, paid digital marketing, web development, and automated campaigns tailored for financial institutions.
Do you offer training for HubSpot systems?
Yes, we provide comprehensive onboarding and training for financial services teams implementing HubSpot solutions.
How do you measure campaign success?
We track full funnel performance from ad clicks to funded accounts using first-party data and custom reporting dashboards.
Can you help with abandoned application recovery?
Yes, our automated nurture campaigns have recovered millions in lost revenue for financial institutions through application recovery programs.
Reviews (4)
Lacedoggydogg W.
Jun 26, 2020
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For nearly two years, the GreenHouse Agency has been my team, helping me with anything and everything during a time of big transformation -- new audience, new story, new brand, all new content. They are particularly skillful with digital marketing strategy and tactics. Together, we've built out a sophisticated marketing and sales process in HubSpot customized for our needs. This includes marketing qualification, sales qualification, automated workflows, lead scoring matrix. All of this gives us transparency every step of the way so we can zero in on what's working and what's not. Lauren is an absolute
Interior Motives
Jun 03, 2017
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I am a mom of 3 going on four and this company hires illegal immigrants and do not complete their background checks . They gave me a thief and refused to refund me . Police had to get involved ! Their owner Glenn is a liar and scammer . Do not use !! Be ware !
Katie Hohman
Jul 05, 2016
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If you have a business and no marketing, branding or sales experience (definitely ME), you have to go with Greenhouse. Caleb and his team are the best and really deliver the best! Love these guys!
Dustin DeTorres
Oct 14, 2014
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These guys are awesome. Very knowledgeable, friendly and one of the best marketing agencies in Orlando! I highly recommend working with them.
