19 Oct 2026, 19:17 UTC · 1 question · ID 07de94b5d823
Who asked
Industry
Financial services
Question 1
“I run marketing at a regional bank. How would Hourglass help us?”
Answer
Partly answered
The financial services page covers approval steps and audit history for campaigns, and Marketing Hub covers segments, journeys and campaign reporting. Nothing describes how a bank's marketing team would use Hourglass, such as segments built from products held or the Campaign Agent drafting bank campaigns, and none of the banking stories is led by marketing or reports campaign results.
Add a bank marketing card to "Built for regulated teams" on /solutions/financial-services
Who needs it: Marketing teams at banks and credit unions
What is missing
No description of how a bank's marketing team builds segments, for example from products held, balances or life events.
The Campaign Agent and Marketing Hub are not mentioned anywhere on the financial services page.
No example of a typical bank campaign, such as cross-sell or onboarding, running through review steps.
Where
Update this section: Add a third card beside "Approvals where you need them" and "The service members expect".
Related sections
Everything marketing needs, on one record · An agent that drafts. A team that decides.
What to do
Confirm with product which banking data, such as products held and account events, can drive segments and journeys.
Add a card on bank marketing campaigns that covers segments, the Campaign Agent's drafts and compliance review, with a link to /products/marketing.
Done when: /solutions/financial-services has a card explaining how bank marketing teams segment customers and run reviewed campaigns, linking to Marketing Hub.
Add a marketing-led bank story to the customer stories on /solutions/financial-services
Who needs it: Marketing teams at banks and credit unions
What is missing
None of the three stories is told by a bank's marketing team.
There are no campaign results for a bank, such as response, product uptake or pipeline from campaigns. Allica Bank's figures cover relationship managers, not marketing.
Where
Update this section: Add a tab beside "Mercantile Bank", "Allica Bank" and "Alacrity Solutions", or extend the Allica Bank tab with marketing results.
What to do
Confirm with customer marketing which banking customer has approved marketing campaign results to publish.
Add a story with a marketing leader's quote and two campaign metrics to this slider.
Done when: /solutions/financial-services shows a bank story told by a marketing leader, with campaign results.