--- title: RevOps para Servicios Financieros — Draidel description: RevOps aplicado al sector de servicios financieros. image: https://www.draidel.com/hubfs/draidel-2026/og/events--revops-servicios-financieros.png --- Draidel. **000***%* We build companies — Edition 2026 [Skip to content](https://www.draidel.com/events/revops-servicios-financieros#main-content) [Draidel.](https://www.draidel.com/) 01[Menu](https://www.draidel.com/events/revops-servicios-financieros#k-menu) Miami · Six markets · Since 2015 [*01*Services](https://www.draidel.com/services)[*02*Industries](https://www.draidel.com/industries)[*03*HubSpot](https://www.draidel.com/hubspot)[*04*Platforms](https://www.draidel.com/platforms)[*05*About](https://www.draidel.com/about)[*06*Events](https://www.draidel.com/events)[*07*Contact](https://www.draidel.com/contact) [Services](https://www.draidel.com/services) - [Go To Market](https://www.draidel.com/go-to-market) - [RevOps](https://www.draidel.com/revops) - [AI & Data](https://www.draidel.com/ai-data) - [Engineering](https://www.draidel.com/engineering) [Industries](https://www.draidel.com/industries) - [SaaS](https://www.draidel.com/industries/saas) - [Law Firms](https://www.draidel.com/industries/law-firms) - [Mass Torts](https://www.draidel.com/industries/mass-torts) - [AI](https://www.draidel.com/industries/ai) - [Home Care Agencies](https://www.draidel.com/industries/home-care-agencies) - [Health Care](https://www.draidel.com/industries/health-care) - [BPO](https://www.draidel.com/industries/bpo) - [Venture Capital](https://www.draidel.com/industries/venture-capital) - [View all→](https://www.draidel.com/industries) [HubSpot](https://www.draidel.com/hubspot) - [Audit](https://www.draidel.com/hubspot-audit) - [Onboarding](https://www.draidel.com/hubspot-onboarding) - [Consulting](https://www.draidel.com/hubspot/consulting) - [Implementation](https://www.draidel.com/hubspot-implementation) - [Migration](https://www.draidel.com/hubspot/migration) - [Integration](https://www.draidel.com/hubspot/integration) - [Development](https://www.draidel.com/hubspot/development) - [Training](https://www.draidel.com/hubspot/training) - [Pricing](https://www.draidel.com/hubspot-pricing) [Platforms](https://www.draidel.com/platforms) - [Salesforce](https://www.draidel.com/salesforce) - [NetSuite](https://www.draidel.com/netsuite) - [Microsoft Dynamics](https://www.draidel.com/microsoft-dynamics) - [ClickUp](https://www.draidel.com/clickup) - [Intercom](https://www.draidel.com/intercom) - [Notion](https://www.draidel.com/notion) - [Snowflake](https://www.draidel.com/snowflake) - [Databricks](https://www.draidel.com/databricks) - [View all→](https://www.draidel.com/platforms) Company - [About](https://www.draidel.com/about) - [Ventures](https://www.draidel.com/ventures) - [Case studies](https://www.draidel.com/case-studies) - [Events](https://www.draidel.com/events) - [Partners](https://www.draidel.com/partners) - [Compliance](https://www.draidel.com/compliance) - [Contact](https://www.draidel.com/contact) 66 West Flagler St, Miami [Start a project →](https://www.draidel.com/contact) [Close](https://www.draidel.com/events/revops-servicios-financieros#site-header) # Revenue Operations para *finanzas.* Bancos, fintechs y servicios financieros que alinean Ventas, Marketing, Servicio y Operaciones. Menos fricción, más visibilidad, crecimiento que escala. **Fecha** 20 Oct 2026**Ciudad** Buenos Aires**Horario** 08:00—10:30**Cupos** 35 Scroll Banca*·*Servicios Financieros*·*Fintech*·*Seguros*·*Wealth Management*·*Banca*·*Servicios Financieros*·*Fintech*·*Seguros*·*Wealth Management*·* Medios de Pago*—*Crédito y Lending*—*Inversiones*—*Medios de Pago*—*Crédito y Lending*—*Inversiones*—* El desafío ## No es la tecnología. Es la *coordinación.* Las organizaciones financieras invirtieron años en CRM, automatización, canales digitales e inteligencia artificial. Muchas siguen enfrentando los mismos problemas: procesos fragmentados, información dispersa, y ninguna visibilidad sobre el recorrido completo del cliente. Lo que se repite ## Seis síntomas de una operación desconectada. ### Procesos fragmentados entre áreas Cada equipo optimiza su tramo y nadie es dueño del recorrido completo. ### Información dispersa entre sistemas El dato existe, pero vive en cinco lugares y ninguno coincide. ### Falta de visibilidad del recorrido del cliente Nadie puede reconstruir qué pasó entre la captación y la renovación. ### Experiencias inconsistentes entre equipos El mismo cliente recibe tres tratos distintos según con quién hable. ### Tiempos de respuesta elevados La fricción interna se paga en la espera del cliente. ### Dificultad para escalar con eficiencia Crecer implica sumar headcount en la misma proporción. ## Menos fricción. Más *visibilidad*. Plate 05 — Revenue Operations Qué vas a aprender ## Estrategias que están funcionando. 01 ### Revenue Operations para servicios financieros Cómo las organizaciones más avanzadas están alineando áreas comerciales y operativas alrededor del cliente. 02 ### Customer journey end to end Cómo construir una visión unificada desde la captación hasta la atención y retención. 03 ### Modernización de procesos Qué procesos generan más fricción y cómo rediseñarlos para escalar. 04 ### Inteligencia artificial aplicada a operaciones Casos concretos de automatización e IA aplicados a procesos comerciales y operativos. 05 ### Datos y visibilidad Cómo eliminar puntos ciegos entre equipos y mejorar la toma de decisiones. 06 ### Escalabilidad operativa Cómo crecer sin aumentar proporcionalmente la complejidad organizacional. Agenda ## Dos horas y media de conversación. ### 08:00 — 08:30 · Recepción, desayuno y networking Bienvenida, café y primer contacto entre ejecutivos de la industria. ### 08:30 — 08:45 · Panorama actual del sector financiero Principales tendencias en transformación digital, eficiencia operativa e inteligencia artificial. ### 08:45 — 09:30 · Charla principal Modernización de procesos y Revenue Operations: cómo las organizaciones líderes conectan Ventas, Marketing, Servicio y Operaciones para construir experiencias más eficientes y escalables. ### 09:30 — 09:45 · Casos de uso y ejemplos prácticos Experiencias reales de organizaciones que mejoraron eficiencia, visibilidad y experiencia del cliente. ### 09:45 — 10:30 · Networking ejecutivo Espacio para intercambiar experiencias y desafíos con otros líderes de la industria. Dirigido a ## Líderes que *deciden.* ### CEOs Visión estratégica y decisión de inversión en transformación. ### COOs Eficiencia operativa, escalabilidad y rediseño de procesos. ### CROs Crecimiento, performance comercial y alineación de revenue. ### Directores Comerciales Estrategia de ventas, pipeline y predictibilidad de ingresos. ### Directores de Marketing Adquisición, atribución y conexión con el ciclo comercial. ### Directores de Operaciones Procesos, automatización y experiencia operativa interna. ### Líderes de Experiencia del Cliente Onboarding, atención, retención y visión 360. ### Líderes de Transformación Digital Modernización tecnológica con foco en negocio. ### Líderes de Revenue Operations Quienes hoy lideran la disciplina o están construyéndola. Algunos temas ## Las preguntas que están *importando.* Cómo reducir la fricción entre áreas. Cómo mejorar la experiencia sin sumar complejidad. Qué métricas importan de verdad. Cómo conectar datos dispersos. Dónde la IA genera impacto operativo real. Cómo construir una visión única del cliente. Cómo escalar manteniendo control. El encuentro **35**cupos, sujetos a aprobación **20**años de experiencia del equipo construyendo CRM **6**países, un mismo estándar operativo Sobre Draidel ## Construimos *operaciones.* Draidel ayuda a organizaciones a modernizar procesos, conectar equipos y mejorar la eficiencia operativa mediante Revenue Operations, automatización, CRM e inteligencia artificial. Platinum HubSpot Partner. Fundada en 2015, con un equipo de 20+ años de experiencia, en 6 países. Solicitar invitación ## *Reservá* tu lugar La participación es gratuita, pero los cupos son limitados y sujetos a aprobación. Buscamos mantener una audiencia altamente relevante compuesta por líderes de banca, servicios financieros y fintech. - 20 de Octubre de 2026 · 08:00 a 10:30 - Buenos Aires, Argentina (venue por confirmar) - Aprox. 35 ejecutivos - Desayuno ejecutivo presencial Preguntas frecuentes - ¿El evento tiene costo? No. La participación es gratuita para los asistentes aprobados. - ¿Es un evento técnico? No. El contenido está orientado a líderes de negocio, operaciones, transformación digital y experiencia del cliente. - ¿Habrá demostraciones de producto? El foco principal estará puesto en estrategias, procesos, mejores prácticas y casos reales de modernización operativa. - ¿Cuántos asistentes participarán? La asistencia está limitada a aproximadamente 35 ejecutivos. - ¿Puedo asistir si no soy cliente de HubSpot? Sí. El evento está abierto a organizaciones interesadas en transformación digital, Revenue Operations y modernización de procesos. ## 20 de octubre, Buenos Aires. Cupos *limitados.* [Solicitar invitación →](https://www.draidel.com/events/revops-servicios-financieros#registro)[Ver todos los eventos →](https://www.draidel.com/events) #### [Services](https://www.draidel.com/services) - [Go To Market](https://www.draidel.com/go-to-market) - [RevOps](https://www.draidel.com/revops) - [AI & Data](https://www.draidel.com/ai-data) - [Engineering](https://www.draidel.com/engineering) #### [Industries](https://www.draidel.com/industries) - [SaaS](https://www.draidel.com/industries/saas) - [Law Firms](https://www.draidel.com/industries/law-firms) - [Mass Torts](https://www.draidel.com/industries/mass-torts) - [AI](https://www.draidel.com/industries/ai) - [Home Care Agencies](https://www.draidel.com/industries/home-care-agencies) - [Health Care](https://www.draidel.com/industries/health-care) - [BPO](https://www.draidel.com/industries/bpo) - [Venture Capital](https://www.draidel.com/industries/venture-capital) - [View all→](https://www.draidel.com/industries) #### [HubSpot](https://www.draidel.com/hubspot) - [Audit](https://www.draidel.com/hubspot-audit) - [Onboarding](https://www.draidel.com/hubspot-onboarding) - [Consulting](https://www.draidel.com/hubspot/consulting) - [Implementation](https://www.draidel.com/hubspot-implementation) - [Migration](https://www.draidel.com/hubspot/migration) - [Integration](https://www.draidel.com/hubspot/integration) - [Development](https://www.draidel.com/hubspot/development) - [Training](https://www.draidel.com/hubspot/training) - [Pricing](https://www.draidel.com/hubspot-pricing) - [For HubSpot reps](https://www.draidel.com/hubspot/reps) #### [Platforms](https://www.draidel.com/platforms) - [Salesforce](https://www.draidel.com/salesforce) - [NetSuite](https://www.draidel.com/netsuite) - [Microsoft Dynamics](https://www.draidel.com/microsoft-dynamics) - [ClickUp](https://www.draidel.com/clickup) - [Intercom](https://www.draidel.com/intercom) - [Notion](https://www.draidel.com/notion) - [Snowflake](https://www.draidel.com/snowflake) - [Databricks](https://www.draidel.com/databricks) - [View all→](https://www.draidel.com/platforms) #### Company - [About](https://www.draidel.com/about) - [Ventures](https://www.draidel.com/ventures) - [Case studies](https://www.draidel.com/case-studies) - [Events](https://www.draidel.com/events) - [Partners](https://www.draidel.com/partners) - [Compliance](https://www.draidel.com/compliance) - [Contact](https://www.draidel.com/contact) [Draidel.](https://www.draidel.com/) We build *companies*. ![HubSpot Solutions Partner Program — Platinum](https://www.draidel.com/hubfs/raw_assets/34/public/@projects/draidel-2026/draidel-2026-theme/assets/badges/hubspot-platinum-partner.svg) 66 West Flagler St, Miami, FL - - Migrate to HubSpot18 - [Salesforce to HubSpot migration](https://www.draidel.com/salesforce-to-hubspot-migration) - [Pipedrive to HubSpot migration](https://www.draidel.com/pipedrive-to-hubspot-migration) - [WordPress to HubSpot CMS migration](https://www.draidel.com/wordpress-to-hubspot-migration) - [Marketo to HubSpot migration](https://www.draidel.com/marketo-to-hubspot-migration) - [Pardot to HubSpot migration](https://www.draidel.com/pardot-to-hubspot-migration) - [Zoho to HubSpot migration](https://www.draidel.com/zoho-to-hubspot-migration) - [Zendesk to HubSpot migration](https://www.draidel.com/zendesk-to-hubspot-migration) - [Mailchimp to HubSpot migration](https://www.draidel.com/mailchimp-to-hubspot-migration) - [HubSpot to Salesforce migration](https://www.draidel.com/hubspot-to-salesforce-migration) - [HubSpot to HubSpot migration](https://www.draidel.com/hubspot-to-hubspot-migration) - [Webflow to HubSpot CMS migration](https://www.draidel.com/webflow-to-hubspot-migration) - [Blog migration to HubSpot](https://www.draidel.com/hubspot-blog-migration) - [Dynamics 365 to HubSpot migration](https://www.draidel.com/dynamics-365-to-hubspot-migration) - [ActiveCampaign to HubSpot migration](https://www.draidel.com/activecampaign-to-hubspot-migration) - [GoHighLevel to HubSpot migration](https://www.draidel.com/gohighlevel-to-hubspot-migration) - [Monday.com to HubSpot migration](https://www.draidel.com/monday-to-hubspot-migration) - [Podio to HubSpot migration](https://www.draidel.com/podio-to-hubspot-migration) - [Airtable to HubSpot migration](https://www.draidel.com/airtable-to-hubspot-migration) [All migrations→](https://www.draidel.com/hubspot/migration) HubSpot integrations19 - [HubSpot Salesforce integration](https://www.draidel.com/hubspot-salesforce-integration) - [HubSpot NetSuite integration](https://www.draidel.com/hubspot-netsuite-integration) - [HubSpot QuickBooks and Xero integration](https://www.draidel.com/hubspot-quickbooks-xero-integration) - [HubSpot Stripe integration](https://www.draidel.com/hubspot-stripe-integration) - [HubSpot telephony and SMS integration](https://www.draidel.com/hubspot-telephony-sms-integration) - [HubSpot to Snowflake and BigQuery](https://www.draidel.com/hubspot-snowflake-bigquery-integration) - [HubSpot Power BI and Tableau integration](https://www.draidel.com/hubspot-power-bi-integration) - [HubSpot PandaDoc and DocuSign integration](https://www.draidel.com/hubspot-pandadoc-docusign-integration) - [HubSpot Shopify and WooCommerce integration](https://www.draidel.com/hubspot-shopify-woocommerce-integration) - [HubSpot Zapier, Make and n8n integration](https://www.draidel.com/hubspot-zapier-integration) - [HubSpot Jira, Asana and ClickUp integration](https://www.draidel.com/hubspot-jira-asana-clickup-integration) - [HubSpot Zendesk and Intercom integration](https://www.draidel.com/hubspot-zendesk-intercom-integration) - [HubSpot Calendly and webinar integration](https://www.draidel.com/hubspot-calendly-integration) - [HubSpot ZoomInfo and Clearbit integration](https://www.draidel.com/hubspot-zoominfo-clearbit-integration) - [HubSpot Typeform and Jotform integration](https://www.draidel.com/hubspot-typeform-integration) - [HubSpot Okta and SSO integration](https://www.draidel.com/hubspot-okta-sso-integration) - [HubSpot Slack integration](https://www.draidel.com/hubspot-slack-integration) - [HubSpot WordPress integration](https://www.draidel.com/hubspot-wordpress-integration) - [HubSpot Workday integration](https://www.draidel.com/hubspot-workday-integration) [All integrations→](https://www.draidel.com/hubspot/integration) HubSpot development6 - [Hire a HubSpot developer](https://www.draidel.com/hire-hubspot-developer) - [HubSpot website development](https://www.draidel.com/hubspot-website-development) - [HubSpot theme and module development](https://www.draidel.com/hubspot-theme-development) - [HubSpot API development](https://www.draidel.com/hubspot-api-development) - [HubSpot app development](https://www.draidel.com/hubspot-app-development) - [HubSpot email template development](https://www.draidel.com/hubspot-email-template-development) [All development→](https://www.draidel.com/hubspot/development) HubSpot services19 - [HubSpot pricing, explained](https://www.draidel.com/hubspot-pricing) - [HubSpot audit and portal review](https://www.draidel.com/hubspot-audit) - [HubSpot onboarding partner](https://www.draidel.com/hubspot-onboarding) - [HubSpot implementation partner](https://www.draidel.com/hubspot-implementation) - [HubSpot Marketing Hub implementation](https://www.draidel.com/hubspot-marketing-hub) - [HubSpot marketing automation](https://www.draidel.com/hubspot-marketing-automation) - [HubSpot Operations Hub implementation](https://www.draidel.com/hubspot-operations-hub) - [HubSpot Enterprise implementation](https://www.draidel.com/hubspot-enterprise) - [HubSpot security and compliance](https://www.draidel.com/hubspot-security-compliance) - [HubSpot lead generation](https://www.draidel.com/hubspot-lead-generation) - [HubSpot reporting and attribution](https://www.draidel.com/hubspot-reporting) - [HubSpot data cleanup and deduplication](https://www.draidel.com/hubspot-data-cleanup) - [HubSpot custom objects](https://www.draidel.com/hubspot-custom-objects) - [HubSpot ticketing and live chat](https://www.draidel.com/hubspot-ticketing) - [HubSpot landing pages](https://www.draidel.com/hubspot-landing-pages) - [HubSpot social media management](https://www.draidel.com/hubspot-social-media) - [HubSpot Breeze and AI implementation](https://www.draidel.com/hubspot-breeze-ai) - [HubSpot managed services](https://www.draidel.com/hubspot-managed-services) - [HubSpot or Salesforce?](https://www.draidel.com/hubspot-vs-salesforce) [All HubSpot services→](https://www.draidel.com/hubspot) Go to market11 - [GTM engineering](https://www.draidel.com/gtm-engineering) - [Go to market consulting](https://www.draidel.com/go-to-market-consulting) - [Go to market operations](https://www.draidel.com/go-to-market-operations) - [Go to market strategy for SaaS](https://www.draidel.com/saas-go-to-market-strategy) - [B2B go to market strategy](https://www.draidel.com/b2b-go-to-market-strategy) - [Go to market strategy for a product launch](https://www.draidel.com/product-launch-go-to-market-strategy) - [Go to market strategy for startups](https://www.draidel.com/startup-go-to-market-strategy) - [The go to market stack](https://www.draidel.com/go-to-market-stack) - [Go to market strategy for fintech](https://www.draidel.com/fintech-go-to-market-strategy) - [Medical device go to market strategy](https://www.draidel.com/medical-device-go-to-market-strategy) - [Go to market workshop](https://www.draidel.com/go-to-market-workshop) [All go to market→](https://www.draidel.com/go-to-market) © 2026 Draidel LLC — Miami, FL - [Careers](https://careers.draidel.com) - [Privacy](https://www.draidel.com/privacy) - [Terms](https://www.draidel.com/terms-and-conditions) - [Brand guide](https://www.draidel.com/brandguide) Nes gadol haya sham ```json { "@context" : "https://schema.org", "@id" : "https://www.draidel.com/#organization", "@type" : "ProfessionalService", "address" : { "@type" : "PostalAddress", "addressCountry" : "US", "addressLocality" : "Miami", "addressRegion" : "FL", "streetAddress" : "66 West Flagler St" }, "description" : "Technical consulting firm and venture studio building revenue systems — migrations, RevOps, HubSpot architecture, AI and data, and engineering.", "foundingDate" : "2015", "knowsAbout" : [ "Revenue operations", "HubSpot CMS and CRM architecture", "CRM migration", "Systems integration", "Data warehousing", "Applied AI" ], "name" : "Draidel", "sameAs" : [ "https://www.linkedin.com/company/draidel", "https://www.instagram.com/draidel" ], "slogan" : "We build companies.", "url" : "https://www.draidel.com/" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.draidel.com/#website", "@type" : "WebSite", "inLanguage" : "es", "name" : "Draidel", "publisher" : { "@id" : "https://www.draidel.com/#organization" }, "url" : "https://www.draidel.com/" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.draidel.com/events/revops-servicios-financieros#webpage", "@type" : "WebPage", "about" : { "@id" : "https://www.draidel.com/#organization" }, "description" : "RevOps aplicado al sector de servicios financieros.", "inLanguage" : "es", "isPartOf" : { "@id" : "https://www.draidel.com/#website" }, "name" : "RevOps para Servicios Financieros — Draidel", "url" : "https://www.draidel.com/events/revops-servicios-financieros" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://www.draidel.com/events/revops-servicios-financieros#breadcrumb", "@type" : "BreadcrumbList", "itemListElement" : [ { "@type" : "ListItem", "item" : "https://www.draidel.com/", "name" : "Home", "position" : 1 }, { "@type" : "ListItem", "item" : "https://www.draidel.com/events", "name" : "Events", "position" : 2 }, { "@type" : "ListItem", "name" : "Revops Servicios Financieros", "position" : 3 } ] } ``` ```json { "@context" : "https://schema.org", "@type" : "Event", "description" : "Cómo bancos, fintechs y organizaciones de servicios financieros están alineando Ventas, Marketing, Servicio y Operaciones para mejorar la experiencia del cliente, aumentar la eficiencia operativa y acelerar el crecimiento.", "endDate" : "2026-10-20T10:30:00-03:00", "eventAttendanceMode" : "https://schema.org/OfflineEventAttendanceMode", "eventStatus" : "https://schema.org/EventScheduled", "inLanguage" : "es", "isAccessibleForFree" : true, "location" : { "@type" : "Place", "address" : { "@type" : "PostalAddress", "addressCountry" : "AR", "addressLocality" : "Buenos Aires" }, "name" : "Buenos Aires (venue por confirmar)" }, "name" : "Desayuno Ejecutivo: Modernización de Procesos y Revenue Operations para Servicios Financieros", "organizer" : { "@type" : "Organization", "name" : "Draidel", "url" : "https://draidel.com" }, "startDate" : "2026-10-20T08:00:00-03:00" } ``` ```json { "@context" : "https://schema.org", "@type" : "FAQPage", "mainEntity" : [ { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. La participación es gratuita para los asistentes aprobados." }, "name" : "¿El evento tiene costo?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "No. El contenido está orientado a líderes de negocio, operaciones, transformación digital y experiencia del cliente." }, "name" : "¿Es un evento técnico?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "El foco principal estará puesto en estrategias, procesos, mejores prácticas y casos reales de modernización operativa." }, "name" : "¿Habrá demostraciones de producto?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "La asistencia está limitada a aproximadamente 35 ejecutivos." }, "name" : "¿Cuántos asistentes participarán?" }, { "@type" : "Question", "acceptedAnswer" : { "@type" : "Answer", "text" : "Sí. El evento está abierto a organizaciones interesadas en transformación digital, Revenue Operations y modernización de procesos." }, "name" : "¿Puedo asistir si no soy cliente de HubSpot?" } ] } ```