Exclusive HubSpot Highlights for Financial Services - January Edition

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As businesses continue to evolve, staying ahead requires leveraging the latest tools and innovations. HubSpot’s January 2025 updates bring exciting new features designed to enhance efficiency, improve customer engagement, and drive growth for organisations across industries.

In this month’s edition, we’re diving into the most impactful updates. Whether you’re personalising outreach, optimising lead generation, or securing sensitive data, these updates provide the edge you need to thrive in 2025.

Read on to discover how HubSpot’s newest tools can help you work smarter.

 

1. Multiple Email Signatures

Hub: Sales Hub

Feature:  Allows users to create and manage multiple email signatures directly within the CRM.

Use Case: Sales teams

Sales reps can now personalise their emails for different audiences effortlessly. Whether targeting prospects in various industries or emailing in multiple languages, this feature enhances professionalism and efficiency.

add new signature

2. Deal Approvals: Set Conditions & Reinstate Rejected Deals

Hub: Sales Hub

Feature: Admins can now set conditional criteria for deal approvals, and super admins can restart the approval process for rejected deals.

Use Case: Sales and RevOps teams

This update enhances flexibility and efficiency in deal approvals, ensuring only qualified deals require approval while allowing mistakenly rejected deals to be reinstated.

 

3. Embedding Forms in CTAs

Hub: Marketing Hub

Feature: Forms created in the new Forms Editor can now be embedded directly into CTAs.

Use Case: Lead generation

Forms are critical for capturing leads, and this feature allows marketers to embed forms into banners or pop-ups, improving conversion rates.

 

4. Copy Automated Marketing Emails and Forms Between Accounts

Hub: Marketing Hub

Feature: Enterprise users can now copy automated marketing emails and forms between multiple HubSpot accounts. 

Use Case: Multi-brand marketers

This update saves time by eliminating the need to recreate assets from scratch when managing multiple HubSpot accounts.

 

5. Store Highly Sensitive Data in HubSpot Smart CRM

Hub: CRM Platform

Feature: Super admins can now create properties for storing highly sensitive information. This includes data such as Social Security Numbers or bank account details, with advanced encryption.

Use Case: Compliance and security teams

Organisations can securely store and manage sensitive data while maintaining compliance and data integrity.

 

HubSpot’s continuous innovation ensures users have the tools they need to optimise workflows, enhance security, and deliver exceptional customer experiences. From personalised outreach to improved data management, these updates empower businesses to work smarter and scale faster.

How will these updates impact your business? We’d love to hear your thoughts!

Need help leveraging these features? Reach out to us today!

Stay tuned for next month’s edition as we continue to bring you the latest HubSpot insights tailored for business growth.

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Whether you’re after a one-off project or an ongoing support retainer, we have inbound marketing services and digital solutions to meet your needs. IFT’s team of specialists, across a wide range of disciplines, is ready to help your Financial Services business bloom.

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