Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - Close Search - [Log in](https://app.hubspot.com/login) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) Back [ ](https://www.hubspot.com/) Menu - Close Search - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. [Free HubSpot CRM](https://www.hubspot.com/products/crm) [Overview of all products](https://www.hubspot.com/products/get-started) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/?hubs_content=www.hubspot.com%2Fcase-studies%2Fstax-payments-prospecting-agent&hubs_content-cta=nav-resources-community) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm) - [__Overview of all products__](https://www.hubspot.com/products/get-started) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/?hubs_content=www.hubspot.com%2Fcase-studies%2Fstax-payments-prospecting-agent&hubs_content-cta=nav-resources-community) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - Stax Payments  # How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges Banking & Financial Services 200-1,000 employees  - 65% action rate on inbound outreach - 8 hrs recovered per BDR, every week - <3% edit rate on AI-drafted emails Use Cases - Boost Sales - Improve Service - Scale Support Products - [Sales Hub](https://www.hubspot.com/products/sales) - [Marketing Hub](https://www.hubspot.com/products/marketing) Featured - Breeze Prospecting Agent ### Story Overview Stax Payments used HubSpot’s Breeze Prospecting Agent to automate personalized outreach across four use cases — recovering 8 hours per BDR per week, earning a 65% action rate on inbound outreach, and building enough trust in AI-drafted emails (under 3% edited) to turn on auto-send. ### About Company Stax Payments is a leading, high-growth payments technology provider that helps software companies, resellers, and SMBs realize the value of integrated payments. Since 2014, Stax has processed over $23 billion annually across more than 39,000 businesses and platforms. #### The Background The Need for Technology as a Dependable Partner For the software companies, resellers, and SMBs that Stax Payments serves, choosing a payments partner is one of the most consequential decisions they will make. Payments touch revenue, compliance, and end-customer trust at the same time. A bad partner is hard to leave. A good one quietly compounds growth for years. Founded in 2014 in Orlando, Florida, Stax has grown into a leading integrated payments technology provider that processes more than $23 billion in annual payments for more than 39,000 businesses and software platforms in the United States and Canada. Their embedded payments offering, Stax Connect, gives independent software vendors, resellers, and managed service providers the tools and go-to-market support to embed payments directly into their own platforms, turning a compliance burden into a revenue stream. Modern infrastructure, transparent pricing, and a partner motion built for software at speed are what set Stax apart in a category still crowded with legacy processors.    But being the modern, fast-moving partner their customers needed meant Stax’s own go-to-market had to move just as fast. That was where the pressure was building. #### The Challenge When the First Outreach Email Undermined the Pitch The software companies and resellers evaluating Stax were doing their homework. They were comparing pricing models, integration depth, and support quality. What they also noticed, even if they never said it directly, was how a payments company showed up before the deal was signed. Generic outreach sent to five contacts at the same company, with only a name swap between emails, signaled indifference. It told a prospect that the partner claiming to be technically modern had not bothered to understand their business before reaching out. Stax’s partner sales team was under real pressure to show up differently. Partner sales is one of the company’s highest-leverage growth bets, with a six-month sales cycle and ambitious targets riding on every deal. A delayed or generic first touch does not just cost one conversation. It pushes the pipeline back by six months. One BDR. Four Use Cases. No Realistic Way to Do All of Them Well. The partner sales team was intentionally lean. One person held the entire BDR function. That meant one person was manually researching cold prospects on LinkedIn, drafting personalized emails from scratch, following up on inbound leads before they went cold, executing post-event sequences after every webinar and trade show, and running re-engagement campaigns on top of all of that. The research and writing alone took roughly eight hours every week. A full workday out of every five, spent on copy instead of conversations. Marketing was carrying a parallel burden. For every webinar and trade show, someone hand-built a five-email sequence from scratch. By the time those sequences were ready to send, the specific detail that would have made them feel personal had been traded away for the time it took to write them. Julia Olson, Sr. Director of CRM Strategy and Operations, and Ashley Forbes, Product Manager, faced a clear challenge: give the BDR real leverage without lowering the quality bar, and do it in a way that Sales, Marketing, and Legal would all trust. #### The Solution __Outreach That Finally Matched the Stax Standard__ The software companies and resellers evaluating Stax needed outreach that felt like it came from a partner who had done their homework. Not a generic sequence with a name field. They needed a message calibrated to their specific role, relevant to the event or initiative that brought them into the funnel, and written at a length that matched how they actually read email. A CEO reads differently than a sales rep. A webinar attendee expects something different from a cold prospect. That is exactly what HubSpot’s Prospecting Agent made possible. Julia and Ashley launched Prospecting Agent in October 2025 in draft-and-review mode, giving the BDR full visibility into every email before it went out. The quality of the first drafts was the kind that stops a team mid-rollout. The emails were on-brand, tailored by contact title and seniority, and informed by each prospect’s specific history with Stax. Not just their company name. A CEO received a concise, strategic message. A sales rep received one with more context and detail. A webinar attendee received a follow-up that referenced the specific topic they had just heard about, not a product pitch that reintroduced Stax from scratch. __Measuring Trust Before Granting It__ Stax did not switch to auto-send on instinct. Julia and Ashley ran a structured experiment first. They created a custom contact property in HubSpot where the BDR logged whether they had edited each AI-drafted email before sending it. The internal quality target was a 20% edit rate. If the BDR had to substantially rewrite fewer than one in five emails, the output was good enough to trust at scale. The actual result was under 3%. That single number made the decision to turn on auto-send straightforward. It was not a leap of faith. It was a conclusion the data reached on its own. From that point, Prospecting Agent shifted from a tool that saved time on drafts to one that ran outreach continuously while the BDR focused on something else entirely.  __Four Use Cases. One Engine.__ What made this rollout stand out was not that Prospecting Agent worked for cold outbound. It was that the quality held up across every use case Stax tested it against: cold prospecting, inbound lead follow-up, conference and webinar campaigns, and re-engagement sequences. For each one, Julia and Ashley built a separate instruction-driven play with its own tone, timing, and context. One generic sequence was never stretched to cover all four. For event campaigns specifically, the unit of work changed entirely. Instead of hand-building a five-email sequence for every webinar and trade show, the team wrote the instructions for a play once. They specified the event topic, the audience type, and the relevant Stax offering. Prospecting Agent generated personalized outreach for each individual contact. The copy was specific to the event and specific to the person, and it went out without a hand-off delay. “We’ve used Prospecting Agent for cold outbound, inbound follow-up, conference campaigns, and re-engagement, and it’s held up across all of them,” Julia said. “That’s when it stopped being a nice-to-have and became a real value creator.” __The Transformation__ __What the Software Companies on the Other Side Actually Received__ The software companies and resellers who had been getting generic, interchangeable outreach from payments vendors started hearing something different from Stax. The inbound lead who submitted a form on a Tuesday morning received a follow-up that referenced their specific inquiry before a competitor had sent their first generic reply. The conference attendee who sat through a session on embedded payments received a follow-up that continued that exact conversation, not one that started over from the beginning. The numbers reflected that shift directly. Automated inbound lead outreach produced a 65% action rate, meaning 65 out of every 100 inbound contacts either replied or booked a meeting. Automated cold outbound produced a 6% action rate, which outpaces standard industry benchmarks for human-sent cold email. The under-3% edit rate held across all four use cases, confirming the quality was consistent regardless of campaign type. And the eight hours per week the BDR had spent on research and copywriting came back entirely. A full workday returned out of every five, now spent on actual partner conversations. __From One Team to the Whole Organization in 48 Hours__ The results did not stay contained to partner sales for long. Within roughly 48 hours of seeing how Prospecting Agent performed, a second sales team asked to be enrolled. They did not ask for a business case. They saw the results from the first team and wanted in before the following Tuesday. That speed matters because it is the opposite of how most AI tool rollouts unfold. Teams usually need to be convinced. At Stax, the dynamic flipped. Teams asked to be included rather than waiting to be sold. The clearest sign of how embedded the tool had become came from the BDR directly. When a product update temporarily changed his view inside HubSpot, the first reaction was to ask where his old interface had gone. Prospecting Agent had become part of the workflow, not a feature occasionally used. __A New Way to Think About What One Person Can Do__ The transformation at Stax was not about replacing the BDR. It was about changing what one person could realistically cover. Before Prospecting Agent, the BDR had to choose: send fast and generic, or send personal and slow. After that, the trade-off was gone. Personalized, on-brand outreach, calibrated by contact title, campaign type, and history, now runs continuously across all four use cases while the BDR puts their time into the conversations that actually move deals forward. For Julia, Ashley, and the team behind this rollout, the next step is already in view. Stax is actively exploring how to expand Prospecting Agent’s role further, including using it to surface and source new contacts as the partner program grows. The foundation they built, a disciplined, measurement-first rollout validated across four use cases, gives them the confidence to move quickly on whatever comes next. Table of Contents Table of Contents - [The Background](https://www.hubspot.com#the-background) - [The Challenge](https://www.hubspot.com#the-challenge) - [The Solution](https://www.hubspot.com#the-solution)  > We’ve used Prospecting Agent for cold outbound, inbound follow-up, conference campaigns, and re-engagement, and it’s held up across all of them. That’s when it stopped being a nice-to-have and became a real value creator. Julia Olson Sr. Director of CRM Strategy and Operations [Stax Payments](https://staxpayments.com/) [](https://staxpayments.com/)  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo) ##### Related Case Studies -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### NQM Funding scales from regional player to $4B national lender with HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/nqm-funding) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Sales Hub - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### NQM Funding scales from regional player to $4B national lender with HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/nqm-funding) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Sales Hub - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio) -  ### NQM Funding scales from regional player to $4B national lender with HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/nqm-funding) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm) -  ### Liquidity Services Cuts Costs 50% by Consolidating on HubSpot - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/liquidity-services) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - 200-1,000 employees - United States - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - United States - Sales Hub - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) [See all case studies](https://www.hubspot.com/case-studies/directory) [Back to top](#) Back Close ## Popular Features - [All Products and Features](https://www.hubspot.com/products) All Products and Features - [HubSpot AEO](https://www.hubspot.com/products/aeo) HubSpot AEO - [Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting) Free Meeting Scheduler App - [Agent Hub](https://www.hubspot.com/products/artificial-intelligence) Agent Hub - [Email Tracking Software](https://www.hubspot.com/products/sales/email-tracking) Email Tracking Software - [AI Content Writer](https://www.hubspot.com/products/cms/ai-content-writer) AI Content Writer - [AI Website Generator](https://www.hubspot.com/products/cms/ai-website-generator) AI Website Generator - [Email Marketing Software](https://www.hubspot.com/products/marketing/email) Email Marketing Software - [Lead Management Software](https://www.hubspot.com/products/crm/lead-management) Lead Management Software - [AI Prospecting Agent](https://www.hubspot.com/products/sales/ai-prospecting-agent) AI Prospecting Agent - [Free Website Builder](https://www.hubspot.com/products/cms/drag-and-drop-website-builder) Free Website Builder - [Landing Pages](https://www.hubspot.com/products/marketing/landing-pages) Landing Pages - [Free Online Form Builder](https://www.hubspot.com/products/marketing/forms) Free Online Form Builder - [Free Chatbot Builder](https://www.hubspot.com/products/crm/chatbot-builder) Free Chatbot Builder - [Free Live Chat Software](https://www.hubspot.com/products/crm/live-chat) Free Live Chat Software - [Marketing Analytics](https://www.hubspot.com/products/marketing/analytics) Marketing Analytics - [Free Landing Page Builder](https://www.hubspot.com/products/marketing/landing-pages) Free Landing Page Builder - [Free Web Hosting](https://www.hubspot.com/products/cms/web-hosting) Free Web Hosting ## Free Tools - [See All Free Business Tools](https://www.hubspot.com/free-business-tools) See All Free Business Tools - [AI Search Grader](https://www.hubspot.com/ai-search-grader) AI Search Grader - [AI Search Sensor](https://www.hubspot.com/aeo-sensor) AI Search Sensor - [Make My Persona](https://www.hubspot.com/make-my-persona) Make My Persona - [Email Signature Generator](https://www.hubspot.com/email-signature-generator) Email Signature Generator - [Free Business Templates](https://www.hubspot.com/resources/templates) Free Business Templates - [Software Comparisons Library](https://www.hubspot.com/comparisons) Software Comparisons Library - [Website Templates](https://ecosystem.hubspot.com/marketplace/website) Website Templates ## Company - [About Us](https://www.hubspot.com/our-story) About Us - [Careers](https://www.hubspot.com/careers) Careers - [Management Team](https://www.hubspot.com/company/management) Management Team - [Board of Directors](https://www.hubspot.com/company/board-of-directors) Board of Directors - [Investor Relations](https://ir.hubspot.com/) Investor Relations - [Blog](https://blog.hubspot.com/) Blog - [Sustainability](https://www.hubspot.com/sustainability) Sustainability - [Contact Us](https://www.hubspot.com/company/contact) Contact Us ## Customers - [Customer Support](https://help.hubspot.com/) Customer Support - [Join a Local User Group](https://www.hubspot.com/hubspot-user-groups) Join a Local User Group ## Partners - [All Partner Programs](https://www.hubspot.com/partners) All Partner Programs - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) Solutions Partner Program - [Technology Partner Program](https://www.hubspot.com/partners/app) Technology Partner Program - [HubSpot for Startups](https://www.hubspot.com/startups/partners) HubSpot for Startups - [Affiliate Program](https://www.hubspot.com/partners/affiliates) Affiliate Program - [Facebook](https://www.facebook.com/hubspot) - [Instagram](https://www.instagram.com/hubspot/) - [Youtube](https://youtube.com/user/HubSpot) - [Twitter](https://x.com/HubSpot) - [Linkedin](https://www.linkedin.com/company/hubspot) - [Reddit](https://www.reddit.com/r/hubspot) - [Tiktok](https://www.tiktok.com/@hubspot) [](https://apps.apple.com/us/app/hubspot/id1107711722) [](https://play.google.com/store/apps/details) [](https://www.hubspot.com/) Copyright © 2026 HubSpot, Inc. - [Legal Center](https://legal.hubspot.com/legal-center) - [Privacy Policy](https://legal.hubspot.com/privacy-policy) - [Security](https://legal.hubspot.com/security) - [Website Accessibility](https://legal.hubspot.com/website-accessibility) - [Manage Cookies](https://www.hubspot.com)