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Inbound Marketing & Sales Development Inspiration

GA4 Page Dimensions Explained: Clean Reporting Tips for Credit Union Websites

Posted June 9, 2025
7 minute read
If you’ve ever wondered how to effectively report on page-level performance in GA4, especially when juggling multiple domains like your main website and your online banking platform, this guide will help. I’ve broken down six key GA4 Page Dimensions: Explained what each one includes, When to use it, and provided practical examples. Plus, I’ve included a helpful visual to clarify how URLs are structured, so you can better understand the difference between a page’s path, location, and query parameters.
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Topics Google Analytics, Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration, Financial Institutions

Google Marketing Live 2025: What Credit Union Marketers Need to Know

Posted May 30, 2025
3 minute read
Every year, Google Marketing Live (GML) unveils a host of new ad tools and AI-driven capabilities. While the announcements sound exciting - keywordless targeting, smarter automation, and new AI assistants - marketers at credit unions need to approach them with a critical eye. At WebStrategies, we specialize in digital advertising for credit unions, and we’ve learned that Google’s “default” solutions often optimize for media spend rather than meaningful credit union results. Rather than jumping in headfirst, we’re taking a cautious, data-driven approach, testing what’s new, measuring what works, and scaling only what delivers. Here’s a breakdown of what we’re watching and how credit unions can benefit responsibly.
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Topics Digital advertising, Google Ads, Google Analytics, Digital Marketing, Credit Union Marketing, Data Integration, Financial Institutions

4 Common Growth Myths Holding Credit Unions Back (And How to Overcome Them)

Posted May 26, 2025
3 minute read
Last Month at the Financial Brand Conference (April 2025), Sean Payant, Chief Strategy Officer at Haberfeld, delivered a powerful challenge to credit union leaders: Stop letting outdated assumptions limit your growth potential. His session, "Overcoming Strategic Contradictions in the Banking C-Suite", exposed several internal beliefs that sound smart on the surface, but in reality, hold credit unions back from achieving sustainable, meaningful growth.
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Topics Sales & Marketing, Credit Union Marketing, Community Bank Marketing, Financial Institutions, Member retention

What Is MCP and Why It’s a Potential Game-Changer for Credit Union Marketers Using HubSpot

Posted May 19, 2025
4 minute read
I’ve worked in digital marketing since 2007, and I’ve never seen a technology disrupt the way we do marketing as quickly as AI. The latest innovation, which is flying under the radar, may be one of the biggest steps forward we’ve seen since the launch of ChatGPT. It’s called MCP. So what is MCP? And why should credit union marketers care? Let’s break down what it is, what it can do, and why it makes tools like HubSpot more important than ever for a credit union.
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Topics Digital advertising, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, AI, Financial Institutions

Google AI Overviews for Credit Unions - What’s Changed Since Our February Report?

Posted May 12, 2025
6 minute read
Back in February, we shared a detailed breakdown of Google’s AI Overviews and how they were affecting search visibility for credit unions. That blog gave marketers a baseline understanding of how often these AI-generated summaries appear in the SERPs, and what you can do to appear in them. Now, after three more months of tracking, we’re back with new data, refined insights, and a clearer understanding of how credit unions can win in this evolving SEO landscape. 📌 Didn’t read the original post? Catch up here
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Topics Search engines, SEO, Google, Digital Marketing, Credit Union Marketing, AI, AI Overview

How Credit Unions Can Win the Primary Financial Relationship (PFI)

Posted May 6, 2025
3 minute read
One of the most impactful sessions at the Financial Brand Conference (April 2025) was led by Sean Payant, Chief Strategy Officer at Haberfeld. His session, Overcoming Strategic Contradictions in the Banking C-Suite, zeroed in on a critical growth opportunity for credit unions: earning and growing the Primary Financial Institution (PFI) relationship. Here’s why that matters more than ever and how your credit union can win that spot.
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Topics Sales & Marketing, Credit Union Marketing, Community Bank Marketing, Financial Institutions, Member retention

The Future of Community Banking: How Credit Unions Can Lead the Way

Posted April 29, 2025
4 minute read
The Financial Brand Conference (April 2025) provided powerful insights into the evolving definition of "community" and its implications for credit unions today. One session that really stood out was, "What Will Save Community Banking?" led by Jean-Pierre Lacroix, President of SLD (Shikatani Lacroix Design). He offered research-backed guidance that every credit union leader needs to hear. Here's what we learned, and why credit unions are uniquely positioned to thrive.
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Topics Sales & Marketing, Credit Union Marketing, Community Bank Marketing, Financial Institutions, Member retention

Advanced HubSpot Use Cases for Credit Unions: 8 More Questions Answered

Posted April 21, 2025
2 minute read
After covering the most frequently asked questions in Part 1, this post dives into deeper use cases and often overlooked capabilities in HubSpot that credit unions can take advantage of.
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Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

How Credit Unions Can Get the Most Out of HubSpot: Top Questions Answered

Posted April 14, 2025
3 minute read
Many credit unions are exploring HubSpot to modernize their marketing, enhance member experiences, and unify siloed data. So naturally, there will be lot of questions, especially around integration, tracking, and security. We’ve gathered the most frequently asked questions from real conversations with credit unions and our HubSpot implementation team.
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Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

Why Every Credit Union Needs a Survey Strategy

Posted April 7, 2025
8 minute read
Credit unions thrive on relationships. Whether you're trying to improve the onboarding experience, understand why members close accounts, or measure satisfaction after a loan closes, the only way to truly know how you're doing is to ask.
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Topics Hubspot, HubSpot for Credit Unions, Member retention, Survey, NPS Score