Global Banking Markets

Transforming Global Banking Markets with HubSpot as the Central Source of Truth

Client Overview

Global Banking Markets (GBM) is a leading event organiser running large-scale financial industry conferences and festivals across multiple countries. Their events bring together senior executives, sponsors, and industry innovators from around the world,  all managed through a complex network of data systems, registration platforms, and event tools.

 

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The Challenge

Before engaging with us, GBM’s tech stack was fragmented and difficult to manage.
Each part of the business, from sponsor management to attendee registration and website updates, operated in isolation.

  • Their CRM couldn’t handle the scale or complexity of their data.

  • Key event details were stored across spreadsheets, shared drives, and third-party systems.

  • Updating sponsor listings, attendee data, or session information required manual intervention.

  • Marketing and sales teams lacked visibility into revenue and event performance.

The result was inefficiency, duplication of effort, and limited ability to scale their global operations.

 

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The Solution

We completely overhauled GBM’s technology stack, placing HubSpot at the heart of their ecosystem, turning it into the central source of truth for all event-related data.

This implementation included:

  • Replacing their legacy CRM with HubSpot, configured to support complex event workflows.

  • Custom Objects built for Attendees, Sponsors, Festivals, and Events, giving GBM a unified, relational data structure that mirrors their real-world operations.

  • A Client Portal, designed for sponsors and speakers, allowing them to securely register, upload details, manage sponsorship information, and handle staff and VIP invites, all powered by HubSpot.

  • Advanced API integrations connecting HubSpot with multiple registration and event management systems. Data flows bidirectionally — automatically updating record, attendee information, and sponsor data in real time.

  • Dynamic website automation: The website now pulls all content directly from HubSpot, meaning when a new sponsor is confirmed or a session is updated, the change instantly appears on the site without any manual editing.

  • Session management automation: Sessions and speakers are linked via custom object associations, allowing event teams to track participation, schedules, and speaking engagements effortlessly.

Behind the scenes, more than 500 automated workflows and thousands of daily API calls ensure every part of the operation runs seamlessly, from registrations and updates to revenue tracking and post-event reporting.

 

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The Results

The transformation has fundamentally changed how GBM operates:

✅ Full data centralization: HubSpot now serves as the single source of truth for every sponsor, speaker, attendee, and event.


✅ Operational efficiency: Manual spreadsheet updates and website changes are a thing of the past.


✅ Revenue visibility: Every deal and sponsorship is tracked through HubSpot, giving the finance and leadership teams real-time insight into performance.


✅ Scalability: The system supports all GBM’s global events, handling complex data flows automatically.


✅ Time savings: Freed from repetitive admin work, the team can now focus on growth, relationship building, and delivering world-class events.

 

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The Impact

By building a fully integrated ecosystem around HubSpot, GBM has turned what was once a manual, disconnected process into an automated, scalable infrastructure.

 

The system now delivers real-time data, streamlined workflows, and measurable business growth, supporting thousands of records, multiple global events, and every department in between.