Discover how multichannel at HubSpot revolutionizes data centralization and improves the customer experience in the financial sector.
The financial sector is undergoing an accelerated transformation, driven by the advance of Artificial Intelligence and LLM models. Today, consumers search for information and make purchasing decisions autonomously, with almost 70% of transactions taking place after direct interactions with companies' websites. In this context, multichannel becomes a strategic pillar, guaranteeing a presence at all relevant customer touchpoints.
The ability to operate across multiple channels allows financial institutions to follow the customer journey fluidly, from discovery to conversion, promoting consistent and personalized experiences that increase trust and retention.
HubSpot centralizes multichannel communication, allowing marketing, sales and service teams to interact with customers through channels such as Instagram, Facebook, LinkedIn, X, YouTube, Google Ads, Meta Ads, LinkedIn Ads, SEO-optimized blog posts, telephone, WhatsApp, SMS, email and even podcasts.
By integrating all these channels into a single environment, fed by CRM data, HubSpot provides a 360° view of the customer. This makes it possible to hyper-personalize messages and offers, increasing the relevance and effectiveness of campaigns at all points of contact.
Adopting multichannel with HubSpot brings tangible gains for financial operations: an increase in conversion rates, a reduction in the sales cycle and greater revenue predictability. Centralized data makes it possible to quickly identify bottlenecks, adjust strategies and ensure that the most qualified leads receive priority attention.
In addition, the use of Content Hub as the protagonist of content production boosts operational efficiency, promoting consistency and harnessing CRM data for intelligent segmentation and automation, increasing customer engagement and satisfaction.
Implementing a multichannel strategy requires overcoming challenges such as data fragmentation, process standardization and resistance to adopting new tools. RevOps best practices involve mapping the customer journey, aligning teams and integrating systems to ensure governance and efficiency.
With a data- and process-centered approach, it is possible to create automated workflows and reliable dashboards, eliminating silos and promoting a single view of the customer. Structured follow-up and segmented training are essential to ensure high adoption and avoid rework.
The future of multichannel CRM points to even deeper integration with Artificial Intelligence, advanced automation and real-time personalization. LLM models and generative AI are already being incorporated to suggest content, optimize campaigns and anticipate customer needs.
HubSpot stands out by evolving its resources to centralize data, unify channels and empower teams with actionable insights. This positions financial companies to continuously innovate, ensure compliance and transform the customer relationship into a true competitive differentiator.
Want to understand how to overcome the challenges of multichannel in your business? Schedule a personalized diagnosis with the Dig RevOps team and find out how to boost your results with HubSpot.