Scaling Growth of Financial Services and Fintech : A Masterclass on Growth

RevOps Automated
27:38
Discover how leading financial services and fintechs are breaking down data silos and transforming customer experience with HubSpot. Join Natalie Furness (CEO, RevOps Automated) and Ben Squires (Principal Channel Manager, HubSpot) on June 10th as they explore how to unify customer data across platforms using smart integrations.
You’ll learn:
- How to centralize data to stay compliant and audit-ready
- Strategies for delivering seamless, end-to-end customer experiences
- Proven methods to improve reporting accuracy and visibility
- Scalable tactics to drive revenue growth across financial services and fintech
Whether you're navigating legacy systems or building for scale—this session will give you the insights you need to grow smarter.
Speakers
Natalie Furness
CEO + Founder, RevOps Automated
Natalie Furness is the founder and CEO of RevOps Automated, a technology consultancy serving international businesses to scale revenue by aligning people, processes and data systems. Natalie is ranked in the top 10 Revenue Operations LinkedIn thought leaders worldwide. She is president of the RevOps Research Collective and internationally recognised author of The Annual RevOps Report. Alongside her day job, Natalie is passionate about inspiring people to influence positive change and evokes action through her keynote speeches and seminars.
Ben Squires
RevOps and CRM Solution specialist
Ben Squires is a RevOps leader with deep expertise in financial services and fintech, having worked closely with industry disruptors like Monzo to scale their revenue operations. At RevOps Automated, he partners with mid-market and enterprise clients to design and implement high-impact go-to-market systems that support rapid growth without sacrificing control.
With a strong background in aligning commercial strategy, CRM architecture, and operational execution, Ben is known for helping financial and fintech businesses turn complexity into clarity. His work enables teams to move faster, make smarter decisions, and build scalable revenue engines that drive real results.
Nicky Kelly
HubSpot Strategic Partner Manager
Nicky Kelly is a seasoned Senior Partner Development Manager at HubSpot, where he specializes in cultivating strategic alliances with elite partners across Europe. With a robust background in digital strategy and business development, Nicky has been instrumental in aligning sales and marketing efforts to drive growth for B2B companies.
His expertise lies in leveraging HubSpot's CRM platform to optimize partner performance and enhance customer engagement. Nicky's collaborative approach has been showcased in various events, including sessions with top-tier partners, where he focuses on planning and executing successful partnership strategies.
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Scaling Growth of Financial Services and Fintech : A Masterclass on Growth
27:38