Banks are expected to deliver seamless, personalized experiences across digital and physical channels while maintaining regulatory rigor and operational stability. Yet many teams are still constrained by fragmented systems that were never designed to work together. The result is slower execution, limited insight, and technology decisions that feel unnecessarily risky.
Banks
Gain Access to Customer Data That Powers Modern Banking Experiences
Unify your website, CRM, and core-connected data into a single, scalable foundation inside HubSpot. Deliver consistent, relevant banking experiences across every customer touchpoint while improving retention, relationship depth, and long-term customer value.
Why Delivering High-Quality Banking Experiences Remains a Challenge
Disconnected Systems Limit Visibility
Customer data is spread across your website, CRM, marketing platforms, and core systems. Teams lack a unified view, leading to inconsistent engagement and missed opportunities.
Integration Decisions Carry Long-Term Risk
Choosing how and where to integrate data often feels permanent. Many banks hesitate to move forward due to concerns about rework, future platform changes, and technical debt.
CRM Platforms Are Not Built for Banking Complexity
Standard CRM models struggle with shared accounts, household relationships, business entities, and complex ownership structures. This limits accurate personalization and reporting.
Legacy Website Platforms Constrain Progress
Traditional CMS platforms require ongoing development effort and slow iteration, making it difficult to adapt digital experiences as customer expectations evolve.
Limited Internal Capacity
Internal teams are already managing core operations, compliance, and day-to-day priorities. Large integration or migration efforts often compete for scarce resources.
Caution Driven by Past Initiatives
Long, disruptive technology projects have made leadership cautious. Any new initiative must demonstrate clear value, predictability, and a path to simplification.
"Mole Street’s guidance was fantastic. The website they put together has achieved our goals. To do that alone would have been really daunting. They guided us through the process helping us to stay focused on where to spend our efforts to drive forward and avoid getting bogged down by things that would slow us down"
Mike Zeiders
Application Service Delivery Manager, PSECU
Industry: Financial Services
Equipping Mississippi's Largest Credit Union With Full Marketing Autonomy in 90 Days
Read the Case StudyKeesler Federal Credit Union is Mississippi’s largest credit union, serving 365,000+ members with $5 billion in assets. After acquiring Jefferson Financial and adding 40,000 members, Keesler needed to unlock member data and empower marketing to operate independently.
Read the case study to see how Mole Street and Kinective bridged Jack Henry Symitar and HubSpot, delivering 97 data fields and full marketing autonomy in just 90 days.
Marketing Autonomy
100%
❝
Mole Street has been vital in getting us up and running, setting up the data mapping, organizing the templates, and getting our team fully onboarded and trained
Susan Song— CMO
Industry: Financial Services
How a National Credit Union Strengthened Customer Relationships through Exceptional Digital Experiences
Read the Case StudyPennsylvania State Employees Credit Union (PSECU) manages more than $7 billion in assets for its 560,000+ members. Discover how a HubSpot integration allowed PSECU to streamline its tech stack and take control of its data to build customer relationships.
Unified data
for marketing, sales, and operations teams
❝
Mole Street’s guidance was fantastic. The website they put together has achieved our goals. To do that alone would have been really daunting. But they shepherded us through this process while keeping the guide rails on. They guided us through the process helping us to stay focused on where to spend our efforts to drive forward and avoid getting bogged down by things that would slow us down
Mike Zeiders — Application Service Delivery Manager
Industry: Financial Services
How a Credit Union Modernized Its Digital Experience and Streamlined Operations
Read the Case StudyTropical Financial Credit Union of South Florida is a not-for-profit, member-owned financial cooperative that has been serving its community since 1935. Learn how Mole Street helped transform its website, enhance user experience, and automate manual processes for improved efficiency.
90%
manual updates cut.
❝
The Mole Street team brings exceptional service and a collaborative effort to your business. Their team is eager to help in guiding you to your goals, and they also work to teach you alongside the work they do.
They are great to work with and treat you like more than a customer, reaching out during holidays and going above and beyond the scope of work. They're a great partner if you're looking for an extension to your team.
Kara Yacquinta — Marketing Manager, Tropical FCU
Connecting Core Banking Data to HubSpot With Kinective
Mole Street leverages the Kinective solution to enable secure access to more than 97 core banking data fields directly within HubSpot. This approach provides banks with visibility into customer relationships, account activity, and behavioral signals without ongoing reliance on IT or data teams.
Secure Access to Core Banking Data
Customer, account, product, and transaction data is securely sourced from the core banking system using Kinective.
Accurate Customer Identity Resolution
Account-centric data is translated into a customer model that reflects households, shared ownership, business relationships, and complex hierarchies.
Data Curated for Activation
Only the data required for segmentation, personalization, and reporting is structured and delivered, keeping systems focused and manageable.
Customer-Ready Data Inside HubSpot
Teams access accurate, trusted customer data directly within HubSpot without manual exports or workarounds.
An Architecture Designed to Evolve
The foundation supports future CRM decisions, data warehouse initiatives, and platform expansion without requiring redesign.
Discover How Mole Street Activates Customer Data for Banks
Connecting customer data is only the starting point. Sustainable growth depends on structuring and activating that data in ways teams can reliably execute. Mole Street combines strategic guidance with hands-on delivery, using proven integration solutions such as Kinective, to ensure progress continues beyond planning.
The Impact of Connected Customer Data
Greater Marketing Independence
Before
Segmentation and campaigns depend on IT or data teams.
After
Teams operate directly in HubSpot with trusted customer data.
Impact
Faster execution with fewer internal bottlenecks.
A Complete Customer View
Before
Customer and account data is fragmented across systems.
After
A unified, customer-level view is available inside HubSpot.
Impact
Engagement reflects real behavior and relationship depth.
Confidence in Integration Decisions
Before
Architecture choices feel risky and difficult to revisit.
After
A flexible approach supports current needs and future change.
Impact
Progress without locking into short-term or fragile solutions.
Faster, More Relevant Campaigns
Before
Long lead times and manual preparation slow execution.
After
Core-informed segmentation and triggers automate delivery.
Impact
Timely outreach with clearer performance measurement.
How Mole Street Supports Scalable Banking Experiences
Connecting customer data is only the starting point. Sustainable growth depends on structuring and activating that data in ways teams can reliably execute. Mole Street combines strategic guidance with hands-on delivery to ensure progress continues beyond planning.
A Unified Digital Foundation
Mole Street brings website, CRM, and marketing systems into a single platform, eliminating data silos, providing teams with a single source of truth. Simplify execution, improve visibility, and enable consistent experiences across every member touchpoint.
Integration Strategies Designed to Endure
Integration decisions are informed by experience across core banking and data environments, supporting future platform evolution without unnecessary rework.
Data Models Built for Banking Reality
Customer data is structured to reflect households, business entities, shared ownership, and evolving account relationships.
Hands-On Technical Execution
Mole Street supports workflow development, data resolution, and ongoing optimization to maintain momentum throughout the engagement.
Banking-Specific Experience
Implementations account for regulatory expectations, governance requirements, and internal operating constraints from the outset.
A Single Accountable Partner
Mole Street maintains ownership from implementation through optimization, reducing vendor coordination and increasing predictability.
Want to Speak to a Specialist? Book a Strategy Call Now.
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