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

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.
The challenge
Ambitious Growth Plans, Manual Limitations
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
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.
What Success Looks Like
Centralized Campaign Management
Before: Marketing campaigns scattered across multiple disconnected platforms with limited visibility into overall performance.
After: All online marketing activities managed through a single HubSpot platform with complete campaign visibility and integrated reporting capabilities.
Integrated Marketing and CRM Operations
Before: Marketing efforts operated in isolation from customer data, preventing personalized communications and targeted campaigns.
After: Direct connection between marketing activities and CRM enables personalized communications based on client behavior, engagement patterns, and business needs.
Automated Inbound Strategy Execution
Before: Extensive manual work required at every stage of their inbound marketing strategy, limiting scalability and responsiveness.
After: Automated workflows handle lead nurturing, email sequences, and campaign management, freeing the team to focus on strategy and content creation.
Agile Marketing Methodology Adoption
Before: Rigid yearly marketing plans that lacked flexibility to respond to market changes or emerging opportunities.
After: Monthly sprint planning with daily standups enables rapid response to market conditions and continuous campaign optimization based on performance data.

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