When Kompasbank launched in 2021, it was already breaking the mold of traditional banking. Built as a fully digital bank for SMEs, the ambition was clear: Make financing faster, simpler, and more flexible for small and medium-sized businesses. But behind the scenes, Kompasbank faced the same challenge as many companies in growth:
The collaboration between Kompasbank and Helion B2B began in the summer of 2023 with a clear ambition: to leverage HubSpot to fuel growth. What started with a single Hub has since been systematically scaled into the full HubSpot suite of Sales, Marketing, Service, and Data Hubs, enabling a fully data-driven customer journey from first interaction to conversion.
Kompasbank was built for speed, but growth comes with complexity. With ambitious expansion plans across Denmark, Germany, and Spain, the bank recognized that its setup needed to evolve to support scalable growth.
The challenge was clear: build a structured, scalable system that connected marketing, sales, and service into one unified growth engine.
Kompasbank’s journey with HelionB2B and HubSpot didn’t start with a big bang. Instead, they worked step by step, rolling out one Hub at a time and scaling as they were ready.
The foundation: CRM, structured pipelines, playbooks, automation, and dashboards. This gave sales teams discipline and clarity, turning intuition into data-driven action.
Next, marketing came into play. Email campaigns, landing pages, newsletters, and social media efforts were brought into HubSpot, creating a stronger link between lead generation and sales follow-up.
Customer support was added to the journey with ticketing, helpdesk, knowledge base, and surveys. Now, Kompasbank had a 360° view of their customers — and the ability to respond consistently. Additionally, automation was extended to onboarding and customer activation, ensuring new SME customers had a frictionless experience from day one.
To ensure consistent end-to-end data, Data Hub was enrolled for integration management and data hygiene quality control
This wasn’t just a tech project. It required cultural change. Helion helped Kompasbank enforce data discipline, train employees, and build ownership across teams.
The transformation has been remarkable.
Today, HubSpot is more than a CRM at Kompasbank — it’s the operating system for growth, guiding decisions, enabling scalability, and ensuring no opportunity slips away.
And the journey isn’t over. With AI, data, and additional use of Content Hub on the roadmap, Kompasbank is already preparing for the next leap: scaling smarter, expanding internationally, and delivering even deeper digital engagement to SMEs.
Kompasbank is a fully digital business bank designed for SMEs that want more than just a traditional bank account. With a full EU banking license and operations in Denmark, Germany, and Spain, Kompasbank provides fast, flexible financing, expert advisory, and digital banking solutions that cut through bureaucracy and put customers first.