Episode 122 - Guest Austin Wentzlaff - Mistakes to Avoid with your CORE Integration to HubSpot

Connecting core data to your marketing and sales platforms can unlock huge opportunities, but only if the foundation is built correctly. In this episode of the Hit Record Podcast, Meredith Olmstead talks with Austin Wentzlaff, CEO and Founder of Nook, about what banks and credit unions should consider before tackling a data integration, from security and scalability to choosing the right data and avoiding costly mistakes. Key Takeaways: 1.  Build your data foundation for the long term. An integration that works today may not work as your use cases grow. Plan for how marketing, lending, and sales may eventually use the data. 2. Security should be part of the decision from day one.  Financial institutions need to understand where their data lives, how it moves, and how sensitive information is protected. 3. Start small and prove the value.  Begin with the data and users you actually need, create some early wins, and expand from there instead of trying to integrate everything at once.