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Bank J.Van Breda's HubSpot Marketing Transformation: From Manual to Agile

  • Industry: Financial Services
  • Company Size: Mid-sized company (201-500 employees)
  • Services: HubSpot Marketing Hub implementation
bank van breda

Summary

Bank J.Van Breda&C° overcame fragmented marketing processes and gained centralized campaign management with HubSpot Marketing Hub and comprehensive methodology coaching. Now equipped with inbound marketing capabilities, automated workflows, and agile planning processes, Bank J.Van Breda can execute data-driven campaigns and respond rapidly to market changes.

Centralize and manage all online marketing campaigns
Automate existing inbound strategy execution
Develop marketing potential through CRM integration
2% conversion rate Document download performance from their first targeted campaign.
51 sales appointments Direct business impact generated from initial Brussels lawyers campaign.
100% team adoption Marketing team fully trained and independently managing HubSpot operations.

The challenge

Ambitious Growth Plans, Manual Limitations

Bank J.Van Breda&C° served entrepreneurs and liberal professionals across Belgium through local offices nationwide. Despite their market expertise, their marketing operations faced significant operational constraints that hindered their digital transformation goals.

Scattered campaign management across multiple platforms

Bank J.Van Breda faced challenges with fragmented tools, making it hard to keep messaging consistent and monitor campaign performance for their professional clients.

Manual processes slowing inbound strategy execution

Manual processes slowed campaign execution and limited scalability in a fast-moving market.

Marketing potential constrained by system disconnection

Disconnected systems made it difficult to use customer data. This disconnect limited their ability to create targeted campaigns based on client behavior and engagement patterns.

A Digital Transformation, Not Just a CRM Migration

Bank J.Van Breda needed more than just another marketing tool, they required a comprehensive marketing ecosystem that would:

  • Create unified campaign management across all channels
  • Automate manual processes throughout their inbound strategy
  • Connect marketing activities directly to customer data
  • Enable personalized communications based on client behavior
  • Support agile planning methodologies for faster market response
How We Made It Happen

Comprehensive methodology implementation with hands-on coaching

1. Strategic Partnership Foundation

We developed our collaboration based on understanding their specific goals for digital marketing transformation. Rather than simply implementing software, we focused on building their internal capabilities through comprehensive methodology coaching and hands-on guidance throughout the entire process.

 

2. Inbound Methodology Implementation

We guided Bank J.Van Breda through adopting a complete inbound marketing approach designed to attract customers when they feel genuine need. This methodology centered on understanding their target audience, creating valuable content, and delivering that content at precisely the right moments in the customer journey.

3. Practical Campaign Execution

Working alongside their marketing team, we executed their first campaign targeting Brussels lawyers and entrepreneurs. Through hands-on collaboration, we conducted buyer journey workshops, created campaign assets directly in HubSpot, and established full conversion paths that demonstrated the platform's capabilities in real-world application.

 

4. Agile Marketing Transformation

We helped transition their marketing approach from rigid yearly planning to flexible monthly sprints. By mapping their processes to agile methodology principles, we introduced daily standups, biweekly sprint planning, and continuous improvement cycles that enabled rapid response to market changes and opportunities.

Main Results

Bank J.Van Breda successfully transformed from manual, disconnected marketing operations to a unified, automated system. Their marketing team now manages all campaigns through HubSpot while following proven inbound and agile methodologies, enabling them to execute more targeted campaigns with greater efficiency and measurable results.

Screenshot 2025-09-03 at 10.53.45

 

The Impact

What Success Looks Like

Good support during our start with HubSpot. Elixir guided us through all the different steps in order tolaunch HubSpot. We had a lot of confidence in theirapproach and their experience.
Waegemans, S. Digital marketing specialist
company logo feature - 2025-Aug-04-2025-02-55-04-1271-PM
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