Meetup: Financial Services: Building Client Trust for Life

Discover how uncomfortable conversations can spark extraordinary change, and why creating truly accessible and inclusive environments doesn't just help people thrive - it drives real business results. Learn strategies to build spaces where everyone succeeds, turning accessibility from obligation into a competitive advantage.

Discover how HubSpot is helping revenue and operations leaders turn all customer interactions-calls, meetings, and surveys-into actionable feedback. Learn how Breeze identifies the themes and sentiment you care about most, then triggers follow-up-in one place. Perfect for leaders aiming to simplify fragmented workflows and close the feedback loop faster.

Customer success as a strategic motion (not just a department) can 5x your revenue—it’s true! In this session, discover how Marketing can harness a customer success framework to move beyond lead generation and drive revenue at every stage, from engagement and onboarding to upselling and renewals. Learn how to turn fragmented customer journeys into a seamless revenue engine using a playbook that combines AI and data for personalization and cross-functional collaboration to achieve sustainable, long-term growth.

ABM isn’t what it used to be—and that’s a good thing. In this hands-on workshop, we’ll break down what modern, high-performing ABM really looks like in 2025. You’ll learn how to move beyond generic account lists and anonymous intent to build personalized, signal-rich campaigns that target the right people and drive real pipeline. From generating your own first-party signals to building contact-level attribution models, this session gives marketing the frameworks, workflows, and GTM alignment needed to make ABM perform— compliantly, predictable, and powerfully.

Acquiring customers is only half of the battle — driving early product stickiness is where compounding growth happens. Discover how to blend quantitative and qualitative data to design experiences that stick: define your value proposition, identify your ”aha moment,” and design an onboarding experience that turns new users into successful customers. We’ll walk through a real life case study on how Pexels rebuilt their creator (customer) onboarding to grow their community to 300K+ and unlock 3M+ pieces of content. From high-level strategy, to practical tips you can implement immediately.

Marketing and Sales still operate in silos. SDRs send generic cold outreach. Content and inbound leads go unused. In this session, SalesCaptain CEO Bill Stathopoulos - author of Cold Email Secrets - shares how 60+ companies, including Nestlé, Drip, Robin AI, and GlossGenius, are rethinking GTM. Learn why Outbound is now Inbound and how Clay, AI agents, and intent data help unify teams and turn hidden signals into pipeline.