Business Details
Trusted HubSpot Partner for Financial Services in Lake Mary, FL
GreenHouse Agency has established itself as a leading HubSpot partner specializing in financial services. With a focus on unifying data across core banking systems, we deliver personalized marketing automation, seamless CRM integrations, and measurable ROI for credit unions, banks, and insurance providers. Our proprietary data model connects platforms like Jack Henry Symitar, MeridianLink, and Encompass to power always-on campaigns that drive growth. As a Diamond-Tier HubSpot Solutions Partner, we combine industry-specific workflows with automated member onboarding sequences to optimize customer journeys. Our team of digital natives brings deep expertise in financial services technology stacks, enabling clients to reduce data silos and implement strategic growth initiatives.Through HubSpot implementation, paid digital marketing, and custom integrations, we help institutions transform disconnected systems into unified ecosystems. Recognized with the 2024 HubSpot Product Excellence Award, our accreditations include CRM implementation, custom integration, and onboarding certifications. We maintain a people-first culture that prioritizes client success through early adoption of emerging technologies and a growth mindset. Our work with Galileo School and StarterStudio demonstrates our commitment to community impact while delivering cutting-edge solutions for financial institutions.
Services
HubSpot Implementation
Paid Digital Marketing
Custom Integrations
Web Development
CRM Automation
Highlights and features
- We offer proprietary data modeling for financial services systems integration
- Our team holds seven HubSpot-specific accreditations and certifications
- We implement industry-specific workflows for financial institutions
- We provide 24/7 onboarding support for HubSpot implementations
- We've recovered $17M in abandoned applications for credit unions
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
What people say
Recovered $17M in abandoned applications
141% increase in card activation rates
Unified reporting capabilities
Data-driven engagement engine
Always-on marketing automation
Services
HubSpot Implementation
We implement customized HubSpot solutions for financial institutions, configuring Marketing, Sales, and Service Hubs with industry-specific workflows. Our implementation includes automated member onboarding sequences and cross-sell campaigns that drive growth. By building on our proprietary data integration foundation, we ensure seamless operations across all departments while mapping customer journeys for complete visibility.
Custom Integrations
Our custom integrations connect core banking systems with HubSpot CRM, eliminating data silos through our proprietary data model. We integrate platforms like MeridianLink, Encompass, and Fiserv to enable personalized marketing campaigns and always-on automations. This foundation provides complete visibility into customer interactions while streamlining financial services technology ecosystems for improved efficiency.
Paid Digital Marketing
We create data-driven paid marketing campaigns using first-party banking data for precise audience targeting. Our solutions track full funnel performance from ad clicks to funded loans, providing complete ROI visibility. By combining trust-building strategies with personalized messaging based on customer data, we help financial institutions optimize their digital marketing efforts across all customer journey stages.
Web Development
We design secure, conversion-optimized websites for financial institutions that build trust and showcase financial products. Our development focuses on user experiences that guide visitors through account openings and loan applications while implementing modern security standards. Websites are optimized for both desktop and mobile users to maximize engagement and conversion rates for financial services.
CRM Automation
Our CRM automation solutions enable financial institutions to implement always-on marketing campaigns driven by unified data. We configure automated nurture sequences for abandoned applications and develop cross-sell opportunities through integrated customer data. These solutions reduce manual processes while improving customer engagement through personalized, data-driven interactions across all touchpoints in the financial journey.
People
Caleb Edwards
Founder & CEO
Caleb founded GreenHouse Agency with a vision to transform financial services marketing through technology. He leads strategic initiatives and serves on the Galileo School board, driving marketing efforts for their capital campaign while maintaining our people-first company culture.
Lauren Holiday Buys
Client Success Director
Lauren oversees client success initiatives, ensuring our financial institution clients achieve measurable ROI. With deep HubSpot expertise, she manages strategic account relationships and implements success frameworks that align with our growth-oriented service model.
Justin Buys
Development Director
Justin leads our development team in creating custom integrations for financial services. He specializes in connecting core banking systems with HubSpot CRM, focusing on data architecture that enables personalized marketing automation and comprehensive customer journey tracking.
Maggie Stevens
HubSpot Solutions Architect
Maggie designs technical solutions that bridge financial systems with marketing automation platforms. As a certified HubSpot expert, she implements complex integrations that unify data across MeridianLink, Symitar, and other financial technology platforms for optimal campaign performance.
Luciano Pinto
Paid Media Manager
Luciano manages digital advertising campaigns that leverage first-party banking data for precise targeting. He specializes in full-funnel tracking from ad clicks to funded loans, optimizing paid media strategies to maximize ROI for financial institutions.
Questions
What financial institutions do you specialize in?
We specialize in credit unions, banks, and insurance providers, offering tailored HubSpot solutions that address their unique data integration and marketing automation needs.
How do you integrate core banking systems with HubSpot?
Our proprietary data model connects systems like MeridianLink and Jack Henry Symitar to HubSpot CRM, enabling seamless data flow for personalized marketing campaigns and comprehensive customer journey tracking.
What HubSpot accreditations do you hold?
We maintain seven HubSpot certifications including CRM Implementation, Custom Integration, Onboarding, and all Hub implementation certifications as a Diamond-Tier Solutions Partner.
How do you measure campaign success?
We track full funnel performance from ad clicks to funded loans using first-party data, providing complete visibility into campaign effectiveness and ROI for financial institutions.
What marketing automation capabilities do you offer?
Our always-on automation includes abandoned application recovery, personalized nurture campaigns, and cross-sell opportunities powered by unified customer data across financial systems.
Do you work with non-financial clients?
While our core expertise is financial services, we also serve healthcare organizations and growth-stage startups with similar technology integration and marketing automation needs.
