HubSpot Diamond Solutions Partner
HubSpot & FIS Integration: Unify Core Banking and Client Experience
Bridge the gap between your financial technology stack and your customer relationships. Seamlessly sync account milestones to client timelines, automate onboarding workflows for new merchant accounts, and give your relationship managers a holistic view of financial health without compromising security.
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Empower Your Financial Advisors
Your transaction and account data live in FIS, but your client interactions happen in HubSpot. This integration ensures that every banker and wealth manager has the context they need to deepen relationships without navigating complex legacy screens.
Contextual Account Views: Push high-level client summaries (e.g., "Total Assets," "Active Loans") from FIS to HubSpot, giving advisors immediate context before a call.
Automated Onboarding: Trigger account provisioning in FIS automatically when a HubSpot Deal moves to "Closed-Won," reducing the time between signature and active service.
Compliance Logging: Automatically log client communications from HubSpot back to FIS compliance modules where required, ensuring an audit-ready paper trail.
Your transaction and account data live in FIS, but your client interactions happen in HubSpot. This integration ensures that every banker and wealth manager has the context they need to deepen relationships without navigating complex legacy screens.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Drive Wallet Share with Financial Intent
The integration unlocks the full potential of HubSpot by enriching it with transactional reality, allowing your marketing teams to run campaigns based on actual financial behavior rather than generic demographics.
Smart Cross-Selling: Create active lists of clients who have a "Checking Account" in FIS but no "Mortgage" product, and target them with specific educational content in HubSpot.
Risk Alerts: Trigger internal tasks in HubSpot when an FIS account status changes to "Delinquent" or "Overdraft," prompting a relationship manager to intervene proactively.
Transaction Triggers: Enroll clients in appreciation workflows or VIP tiers automatically when their transaction volume in FIS hits a specific threshold.
The integration unlocks the full potential of HubSpot by enriching it with transactional reality, allowing your marketing teams to run campaigns based on actual financial behavior rather than generic demographics.
Enterprise-Grade Data Synchronization
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
We design a secure sync architecture that respects your specific regulatory environment, ensuring data flows safely between your core ledger and your CRM.
- Bi-Directional & Uni-Directional Sync: Push originated loans to FIS for servicing, or pull read-only account balances back to HubSpot for relationship management.
- Real-time & Scheduled Syncs: Trigger instant alerts for fraud flags, while utilizing batch processing for nightly balance updates to minimize load on core systems.
- Custom Sync Logic & Triggers: Define strict rules, such as anonymizing sensitive PII before it hits the marketing database, to maintain strict data privacy standards.
- High-Volume Data Handling: Robustly manage millions of transaction rows and account updates daily without impacting the performance of your banking core.
Comprehensive Object Mapping
Sync your financial data seamlessly between HubSpot and FIS.
HubSpot
FIS
- Contacts
- Companies
- Deals
- Custom Objects
- Tickets
- Products
- Clients / Cardholders
- Commercial Accounts / Entities
- Loan Applications / Merchant Agreements
- Financial Accounts (Checking, Savings)
- Disputes / Service Requests
- Banking Products / Fee Structures
- Contacts Clients / Cardholders
- Companies Commercial Accounts / Entities
- Deals Loan Applications / Merchant Agreements
- Custom Objects Financial Accounts (Checking, Savings)
- Tickets Disputes / Service Requests
- Products Banking Products / Fee Structures
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
We design the integration to act as a secure conduit. We can mask or exclude sensitive fields (like full account numbers or SSNs) from syncing to HubSpot, ensuring the CRM only holds data necessary for marketing and sales.
Typically, we sync aggregated transaction data (e.g., "Last Month Spend," "Avg Balance") rather than raw ledger rows to keep HubSpot performant, though raw history can be displayed via a custom CRM card.
Yes. We connect via the available APIs or secure file transfer protocols specific to your FIS instance, normalizing the data so it appears uniform in HubSpot regardless of the underlying core.
Absolutely. As a loan progresses through underwriting in FIS, we can update the HubSpot Deal stage automatically, keeping the loan officer informed without them needing to check the back-office system.
Ready to Modernize Your Client Experience?
Don't let your legacy banking core slow down your modern growth strategy. Let's build a secure bridge between FIS and HubSpot that empowers your advisors and delights your clients. We'll design a sync strategy that is as secure as it is effective.
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