A true partner that helps you actually use HubSpot the right way

I’ve had the opportunity to work with Epicosity across multiple financial institutions and on a variety of projects, and they’ve been a great partner every time. They’ve helped us build two websites, clean up our CRM, integrate HubSpot with our core systems, and design and implement product-specific campaigns. It’s not just one area—they really cover the full picture when it comes to using HubSpot the way it’s supposed to be used. What stands out the most is their communication. It’s honestly unmatched. They clearly define the scope, keep you in the loop, and are very upfront about what they’re doing and why. More importantly, they take the time to explain things so your team can actually manage and build on the work internally. That’s been huge for us because it allows us to keep improving and then bring them back in for the next phase instead of starting over. They also genuinely understand the financial industry. As a community bank with some niche lines of business, we don’t always fit the typical mold. Epicosity took the time to learn what makes us different and built around that, while still keeping compliance and industry limitations in mind. We’ve seen strong results, especially with website traffic and how our team uses HubSpot’s CRM and CMS. Internally, we’re just in a much better place than we were before. At the end of the day, they don’t just execute projects—they help you think through what you’re doing, why it matters, and how to keep building on it. If you’re a financial institution trying to actually get value out of HubSpot and not just have it sit there, they’re a solid partner to have.

Significant Impact & True Partner

As Chief Marketing Officer at Elevate Credit Union, I’ve had the opportunity to work closely with Epicosity as a strategic partner, and their impact on our organization has been significant. From the very beginning, Epicosity approached our relationship with a deep understanding of both our industry and our goals. They led the development of our website with a thoughtful, growth-driven design approach that not only elevated our brand but also created a more meaningful and accessible experience for our members. The site is not only visually compelling, but intentionally built to perform. Beyond the website, their team has been instrumental in helping us think bigger and act smarter. From marketing strategy and campaign development to ongoing optimization and goal alignment, Epicosity brings both creativity and data-driven insight to the table. They don’t just execute—they collaborate, challenge, and guide. What sets Epicosity apart is their service and ability to truly partner. They take the time to understand who you are, where you’re going, and how to get there. Their expertise in HubSpot and connected marketing has helped us create a more cohesive and effective marketing ecosystem, allowing us to better serve our members and grow with intention. If you’re looking for a team that combines strategy, creativity, and genuine investment in your success, Epicosity delivers. They don’t just help brands grow—they help them matter.