--- title: "ROI-Driven Marketing: HubSpot Marketing Hub for Financial Services" description: Discover how financial services firms use HubSpot Marketing Hub to drive qualified leads, build trust at scale, and measure the return on their investment. image: https://velocity.digital/hubfs/2-Jul-10-2025-08-29-10-6770-AM.png --- [![Velocityllogotransparent crop](https://velocity.digital/hs-fs/hubfs/Velocityllogotransparent%20crop.gif?width=1061&height=471&name=Velocityllogotransparent%20crop.gif)](https://velocity.digital/) - [Home](https://velocity.digital) - Our Culture - [Why choose Velocity?](https://velocity.digital/why-choose-velocity) - [Our Team](https://velocity.digital/our-team) - [Careers](https://velocity.digital/jobs) - Services - Revenue Growth Engine - [Digital Campaign Strategy & Lead Generation](https://velocity.digital/digital-campaign-strategy-lead-generation) - [RevOps & Revenue Funnel Alignment](https://velocity.digital/revops-revenue-funnel-alignmentand) - [CRM Implementation & Onboarding](https://velocity.digital/crm-implementation-onboarding) - AI & Automation Services - [Process & Workflow Automation](https://velocity.digital/process-and-workflow-automation) - [AI Readiness Assessment & Strategy](https://velocity.digital/ai-readiness-assessment-and-strategy) - Localised Marketing - [Smart City Portals](https://velocity.digital/city-sites-joburg-and-pretoria) - Resources - [SMB Onboarding Packages](https://velocity.digital/crm-implementation-optimisation#SMB_Packages) - [Blog](https://velocity.digital/latest-news) - [Video Hub](https://velocity.digital/video-hub) - [Events](https://velocity.digital/events) [CONTACT US](https://velocity.digital/contact) ## UPCOMING     WEBINAR # *ROI-Driven Marketing* ## With HubSpot Marketing Hub for Financial Services and Brokerages Discover how leading financial services firms use HubSpot Marketing Hub to drive qualified leads, build trust at scale, and measure the true return on their marketing investment. In this session, you’ll learn how to deliver compliant, personalised, and data-driven campaigns—while streamlining operations and aligning marketing with business outcomes. ![hubspot-diamond-partner](https://velocity.digital/hs-fs/hubfs/hubspot-diamond-partner-badge-colour.webp?width=150&height=149&name=hubspot-diamond-partner-badge-colour.webp)   ![Finances - Graphic](https://velocity.digital/hs-fs/hubfs/Finances%20-%20Graphic.png?width=1080&height=1080&name=Finances%20-%20Graphic.png) ## What you’ll Learn from this session: 01 Use HubSpot to run segmented campaigns that align with client needs, financial goals, and lifecycle stages to deliver the right message to the right person at the right time 02 Automate workflows, approvals, and follow-ups while maintaining regulatory standards. 03 Track which channels, campaigns, and touch-points are driving revenue and optimise accordingly. 04 Align teams with shared insights and workflows that support better client experiences from first contact to ongoing engagement. #### *MEET YOUR SPEAKER* ![Dylan Van Zyl - Velocity Media - BDM & RevOps Specialist](https://velocity.digital/hs-fs/hubfs/Dylan-1.png?width=300&height=300&name=Dylan-1.png "Dylan Van Zyl - Velocity Media - BDM & RevOps Specialist") #### **Dylan Van Zyl** Velocity Media BDM & RevOps Specialist [![LinkedIn - Dylan Van Zyl](https://velocity.digital/hs-fs/hubfs/LinkedIn%20Logo%20-%20Colour.png?width=70&height=70&name=LinkedIn%20Logo%20-%20Colour.png "LinkedIn - Dylan Van Zyl")](https://linkedin.com/in/dylanvanzyl) ## Brands We Have Worked With ![Melrose-Arch-Logo-Black-300x216-1 1](https://velocity.digital/hs-fs/hubfs/Melrose-Arch-Logo-Black-300x216-1%201.png?width=130&height=94&name=Melrose-Arch-Logo-Black-300x216-1%201.png) ![Clarins-Logo-Black-300x216-1 1](https://velocity.digital/hs-fs/hubfs/Clarins-Logo-Black-300x216-1%201.png?width=165&height=119&name=Clarins-Logo-Black-300x216-1%201.png) ![Sun-International-Black-300x216-1](https://velocity.digital/hs-fs/hubfs/Sun-International-Black-300x216-1.png?width=190&height=137&name=Sun-International-Black-300x216-1.png) ![Tsogo-Sun-Black-300x216-1](https://velocity.digital/hs-fs/hubfs/Tsogo-Sun-Black-300x216-1.png?width=151&height=109&name=Tsogo-Sun-Black-300x216-1.png) ![Tarsus-Black-300x216-1 1-1](https://velocity.digital/hs-fs/hubfs/Tarsus-Black-300x216-1%201-1.png?width=153&height=110&name=Tarsus-Black-300x216-1%201-1.png) ![Melrose-Arch-Logo-Black-300x216-1 1](https://velocity.digital/hs-fs/hubfs/Melrose-Arch-Logo-Black-300x216-1%201.png?width=130&height=94&name=Melrose-Arch-Logo-Black-300x216-1%201.png) ![Clarins-Logo-Black-300x216-1 1](https://velocity.digital/hs-fs/hubfs/Clarins-Logo-Black-300x216-1%201.png?width=165&height=119&name=Clarins-Logo-Black-300x216-1%201.png) ![Sun-International-Black-300x216-1](https://velocity.digital/hs-fs/hubfs/Sun-International-Black-300x216-1.png?width=190&height=137&name=Sun-International-Black-300x216-1.png) ![Tsogo-Sun-Black-300x216-1](https://velocity.digital/hs-fs/hubfs/Tsogo-Sun-Black-300x216-1.png?width=151&height=109&name=Tsogo-Sun-Black-300x216-1.png) ![Tarsus-Black-300x216-1 1-1](https://velocity.digital/hs-fs/hubfs/Tarsus-Black-300x216-1%201-1.png?width=153&height=110&name=Tarsus-Black-300x216-1%201-1.png) ## Latest From the Blog OUR BLOG ### [AI Agents in the Workforce: The 3-Tier 2026 Org Chart](https://velocity.digital/latest-news/organisations-folding-ai-agents-org-chart) [CRM](https://velocity.digital/blog/tag/crm) ### [Your attribution model is picking winners that didn't win](https://velocity.digital/latest-news/attribution-model-wrong-channels-revops) [AI](https://velocity.digital/blog/tag/ai), [Sales Enablement & Direct Outreach](https://velocity.digital/blog/tag/sales-enablement-direct-outreach) ### [Klarna's 700-agent walkback — what sales leaders should actually learn](https://velocity.digital/latest-news/klarnas-700agent-walkback-sales-leaders-lessons) CONTACT US ## Let’s Work Together! [CONTACT US](https://velocitymedia.agency/contact) ### Contact Us ![6-Jun-19-2025-12-41-37-6927-PM](https://velocity.digital/hs-fs/hubfs/6-Jun-19-2025-12-41-37-6927-PM.png?width=1500&height=1500&name=6-Jun-19-2025-12-41-37-6927-PM.png) **Head Office** The Black Church, St. Mary's Place, Dublin, Ireland D07 P4AX **South Africa** 25 Club Street, Linksfield, Johannesburg ![7-Jun-19-2025-12-41-37-6756-PM](https://velocity.digital/hs-fs/hubfs/7-Jun-19-2025-12-41-37-6756-PM.png?width=1500&height=1500&name=7-Jun-19-2025-12-41-37-6756-PM.png) [sales@velocitymedia.co.za](mailto:sales@velocitymedia.co.za) - - - - ### Services - [Digital Campaign Strategy & Lead Generation](https://velocity.digital/digital-campaign-strategy-lead-generation) - [Revenue Funnel Alignement](https://velocity.digital/revops-and-revenue-funnel-alignment) - [CRM Implementation & Onboarding](https://velocity.digital/crm-implementation-onboarding) - [AI Innovation & Automation](https://velocity.digital/process-and-workflow-automation) - [Localised Marketing](https://velocity.digital/city-sites-joburg-and-pretoria) ### Useful Links - [Contact Us](https://velocity.digital/contact) - [Why choose velocity?](https://velocity.digital/why-choose-velocity) - [Careers](https://velocity.digital/jobs) - [Blog](https://velocity.digital/latest-news) ### Subscribe Copyright © 2026. 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