Sensitive data is no longer confined to back-office systems. As regulated firms push HubSpot further into operations, client service and reporting, the question becomes unavoidable: how far can your CRM safely go?
In this episode of PodSpot, Jon Pittham sits down with Hank Lander, Group Product Manager at HubSpot, to explore how sensitive data is handled inside the platform and what that means for financial and professional services firms.
They unpack what “sensitive” really means in practice, how firms can apply additional layers of control, and why governance is not just about regulators but about internal risk appetite. The conversation moves from configuration and permissions through to auditing and visibility, before turning to the topic dominating boardrooms right now: AI.
How do you innovate without exposing private data? What does zero data retention actually mean? And where is HubSpot investing next to strengthen control without slowing teams down?
If you are responsible for CRM, compliance or data strategy in a regulated environment, this episode will give you a clearer view of what is possible, and what questions you should be asking.
If you’d like to learn more about HubSpot or digital transformation, get in touch. We’re ready to help you unleash the potential of digital in your organisation.
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