Mole Street brings Financial Services Growth research to DMFS Midwest. Published on: Sep 24, 2026 Mole Street is taking new research on financial services marketing performance to the Digital Marketing for Financial Services Midwest Summit, where the HubSpot consultancy plans to discuss how banks, credit unions and other financial institutions are addressing fragmented data, marketing technology and customer growth. The company will exhibit at the eighth annual DMFS Midwest Summit, held September 22-23 in Chicago. Brendan Walsh, Mole Street's co-founder and chief revenue officer, and solutions architect Tony King will represent the company at Booth 5. The event brings together more than 300 marketing leaders from banking, credit unions, insurance, wealth management, lending, payments and fintech. Its agenda includes AI-powered personalization, MarTech investment, omnichannel customer experience and marketing ROI - areas increasingly connected as financial institutions modernize their customer and marketing infrastructure. Mole Street specializes in implementing HubSpot for financial services organizations, including migrations from legacy platforms and integrations with core banking, practice management and operational systems. The objective is to connect customer data with marketing and revenue workflows rather than leaving marketing teams dependent on disconnected systems. The company cites implementations for Keesler Federal Credit Union and accounting firm Hill, Barth & King as examples. For Keesler Federal, Mole Street connected core data with HubSpot to give the credit union greater marketing autonomy. At Hill, Barth & King, the consultancy rebuilt the HubSpot CRM so information covering more than 20,000 clients could synchronize automatically. The larger issue is one faced across financial services: marketing teams need personalization and measurable attribution, but customer information often remains distributed across systems built for different operational functions. Market landscape. Mole Street is also using the event to present findings from The State of Financial Services Growth, a 2026 report produced with HubSpot based on a survey of 270 U.S. financial services leaders. The research found that customer retention and expansion were priorities for 41% of respondents, while 40% identified acquiring new clients or members as their primary focus. Personalized recommendations and communications emerged as one of the most difficult customer expectations for organizations to meet. Data fragmentation was a significant obstacle. According to the research, 78% of respondents said organizational silos, disconnected systems or incomplete customer data limited their ability to deliver a modern customer experience. That finding highlights a recurring problem in financial services MarTech: adding another marketing application does not necessarily solve an underlying data architecture problem. CRM, core banking, analytics, marketing automation and customer-service systems need to exchange information before marketers can reliably build personalized journeys or attribute revenue. The research also found that compliance was no longer the leading obstacle identified by respondents. Instead, proving the return on marketing technology and dealing with fragmented or poor-quality data emerged as major barriers. AI is becoming part of that equation. Mole Street and HubSpot report that advanced AI adopters were 68% more likely to report significant improvement in customer retention over the previous year. The findings align with a broader enterprise trend. Gartner reported in 2026 that CMOs allocated an average 15.3% of marketing budgets to AI initiatives, although only 30% reported mature or fully developed AI-readiness capabilities. Strategic outlook. For financial services marketing teams, the significance of Mole Street's research is less about adopting a particular platform and more about the infrastructure required to make personalization and AI useful. A modern financial-services MarTech stack needs to connect customer data, marketing automation, CRM, analytics and operational systems while maintaining appropriate governance. AI can accelerate recommendations and automate parts of customer engagement, but poor data quality can limit the usefulness of those systems. This also explains the growing importance of revenue attribution. As marketing budgets face greater scrutiny, financial institutions need to understand whether investments in automation, personalization and customer data infrastructure contribute to acquisition, retention and expansion. Mole Street's positioning around HubSpot reflects one approach to that challenge: use a centralized CRM and marketing platform as a connective layer between customer information and marketing execution. The company and HubSpot are scheduled to continue the discussion at Money20/20 USA in October, where they plan to present the report's findings to financial services leaders. Top insights. * Mole Street's new research identifies disconnected systems and incomplete client data as major barriers to delivering personalized financial services experiences. * The State of Financial Services Growth survey found retention and expansion were priorities for 41% of financial services leaders, closely followed by acquisition at 40%. * Seventy-eight percent of surveyed leaders said silos, disconnected systems or incomplete data limit their ability to deliver modern client experiences. * Advanced AI adopters were 68% more likely to report significant improvement in client retention, according to the Mole Street and HubSpot research. * Financial services marketers increasingly need integrated CRM, marketing automation, analytics and customer data infrastructure to prove measurable growth.

Mole Street to co-present with HubSpot at Money20/20 USA, bringing new research on why Financial Services Growth is stalling inside the firm. Sep 23, 2026, 08:30 ET The Elite HubSpot Solutions Partner will unpack findings from The State of Financial Services Growth, a survey of 270 U.S. financial services leaders, at a hosted breakfast session on October 20 at The Venetian in Las Vegas WEST CHESTER, Pa., Sept. 23, 2026 /PRNewswire/ - Mole Street, an Elite HubSpot Solutions Partner and technology consultancy serving financial services firms, today announced it will co-present with HubSpot at Money20/20 USA in Las Vegas. The two companies will host a breakfast session for senior financial services leaders on Tuesday, October 20, 2026, from 9:00 to 10:00 a.m. PT at The Venetian, built around findings from The State of Financial Services Growth, the 2026 research report Mole Street and HubSpot produced together. The report surveyed 270 U.S. financial services leaders across banks, credit unions, accounting firms, wealth managers, fintechs and investment firms, and it lands on a conclusion the industry has been slow to accept: the biggest obstacles to growth are internal. Leaders ranked difficulty proving the ROI of marketing and technology investments (30 percent) and fragmented or poor-quality data (30 percent) as the top barriers to their growth strategy, ahead of regulatory and compliance constraints (26 percent). Seventy-eight percent said organizational silos, disconnected systems and incomplete client data limit their ability to deliver a modern client experience, yet only half said their CRM is fully integrated with the systems that hold the rest of the client picture. Other findings the session will cover include: * Retention and acquisition are running neck and neck as top priorities, at 41 percent and 40 percent respectively, and personalized recommendations and communications are the hardest client expectation to meet. * AI and automation have overtaken inflation, interest rates and regulation as the number one external force shaping growth strategy. Ninety-seven percent of firms are using AI today or plan to, but fewer than half have it fully operationalized across multiple functions. * Advanced AI adopters are 68 percent more likely to report significant improvement in client retention over the past year, and 76 percent report full alignment across marketing, sales and client experience teams, compared with 58 percent overall. * Leaders rank AI and CRM as the two investments most likely to improve their competitive position over the next 12 months, and the report finds the two compound when deployed together on unified client data. The session Zachary Jagentenfl, Solutions Architect at HubSpot, and Chris DiPetrio, Director of Solution Architecture of Mole Street, will co-present the session and take questions from the audience. The format pairs the research with real-world case studies from financial institutions that have connected their data and turned it into measurable growth, including Keesler Federal Credit Union, Mississippi's largest credit union, which gained full marketing autonomy after connecting its core banking data to HubSpot, and NQM Funding, which scaled from a regional lender to $4 billion in annual funding after unifying broker data and outreach on the platform. Siloed to Connected: The FinServ Growth Model Growth stalls when data, teams, and tools don't work together. HubSpot and Mole Street unpack findings from hundreds of FinServ leaders on how compliant CRM and agentic AI turn fragmented systems into measurable growth across retention, acquisition, and service. "Money20/20 is where the people setting growth strategy for banks, credit unions, payments companies and fintechs all show up in one place, and the data says most of them are fighting the same problem," said Brendan Walsh, Co-Founder and CRO of Mole Street. "They have the clients, the data and the tools. What they do not have is a way to make those three work together. We built this session with HubSpot to show exactly how the firms that have solved that are doing it, using their own numbers and their own stories." Mole Street helps financial services organizations implement HubSpot, migrate to it from legacy platforms and connect it to the core banking, practice management and operational data that marketing and sales teams need to grow revenue. The firm has led implementations for banks, credit unions, wealth managers and accounting firms that produce cleaner pipelines, real attribution and more revenue from existing relationships. Session details * What: Siloed to Connected: The FinServ Growth Model, a hosted breakfast session co-presented by HubSpot and Mole Street * When: Tuesday, October 20, 2026, 9:00 to 10:00 a.m. PT * Where: Money20/20 USA, The Venetian, Las Vegas * Who: Senior leaders from banks, credit unions, payments, fintech and software companies attending Money20/20 USA. Seating is limited to 80 and available on a first-come, first-served basis. * The report: The State of Financial Services Growth is available at agency.molestreet.com/2026-state-of-financial-services-report About Mole Street Mole Street is an Elite HubSpot Solutions Partner and technology consultancy serving mid-market and enterprise financial services organizations. The firm helps banks, credit unions, wealth management and accounting firms implement HubSpot, migrate from legacy platforms and connect their data, so platform investments turn into measurable business outcomes. Learn more at molestreet.com. SOURCE Mole Street