At BankWise, we’ve always believed your core system should remain your system of record. For most of our partner banks, that’s FIS Horizon®. It’s where customer and account information lives, and it’s where the important relationships between customers and accounts are maintained.
But what happens when you want to use that data for marketing and customer engagement? Until now, banks had to juggle duplicate records, manual imports, or disconnected systems in order to make Horizon data available in a CRM like HubSpot.
We set out to change that.
Horizon + HubSpot, Working Together
Our new Horizon ↔ HubSpot integration brings your existing customer and account relationships directly into HubSpot:
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Customers sync into HubSpot as Customers and Contacts
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Non-Personal Customers (businesses, organizations) map to Companies
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Accounts become HubSpot Deals
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Relationships carry over as Associations — exactly as they are structured in Horizon
This means your team can keep managing customer data in Horizon while using HubSpot CRM for marketing outreach, sales pipelines, and customer engagement. No double entry. No duplicate maintenance. Just accurate data where you need it most.
Always Up to Date
The integration syncs data daily — or even more frequently if you choose. Key details like contact info, account status, product codes, and open dates flow seamlessly, ensuring HubSpot is always in step with Horizon.
We’ve also added features that improve data quality, including:
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Built-in email validation and duplicate detection
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Accurate mapping of Horizon’s “Open Date” to HubSpot’s “Customer Since” field
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Active/Inactive status tracking for companies
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Business phone integration
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Issue reporting to highlight missing or inconsistent data
Why This Matters
With Horizon data flowing into HubSpot, banks can:
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Streamline marketing and outreach — segment and target customers without messy imports
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Give sales teams confidence — pipelines reflect real account and relationship data
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Reduce errors and rework — no need to maintain two sets of customer records
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Enhance customer relationships — deliver personalized service with a 360° view of customers and accounts
This integration is another example of how BankWise helps community banks and credit unions get more from the systems they already use. Horizon remains your system of record. HubSpot becomes your engagement platform. And together, they unlock new opportunities to connect with your customers.