Kristin Harrison
As Director of Business Development at WebStrategies, I help credit unions build better relationships with their members through smart, results-driven marketing. I work closely with credit union leaders to make the most of what they know about their members, turning that knowledge into opportunities for growth and stronger connections. As a HubSpot Diamond Partner, we bring powerful tools that help credit unions see real results from their marketing efforts. I understand the day-to-day challenges credit unions face, and I'm dedicated to finding solutions that help them better connect with and serve their members. Working with our talented team, I make sure every partnership creates real value and positive changes that credit unions can see and measure.
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
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
We update this post every month for the most current list of conferences. Credit Union conferences are a great way to learn, be inspired, and connect with industry leaders and innovators. We always come away reinvigorated with ideas for helping our clients grow.
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Topics
Credit Union Marketing
Have you ever been in a meeting where industry jargon started flying around, and you wished for a translator? Whether you're a credit union employee navigating complex financial terms or in marketing trying to understand your client's world, it can sometimes feel like learning a foreign language. This glossary of financial institution terms is here to help!
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Topics
Hubspot,
Digital Marketing,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks,
Financial Institutions
At WebStrategies, we understand the challenges credit unions face in staying competitive in today's digital landscape. HubSpot offers a comprehensive solution to many of these challenges, but we know that securing budget approval can be a daunting task. This guide will help you navigate the process of proposing HubSpot during your strategic planning discussions and ultimately gain that crucial budget sign-off.
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Topics
Hubspot,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks
As a credit union, safeguarding your members' sensitive financial information is a top priority. HubSpot recently announced significant updates to its compliance offerings that cater to financial institutions like credit unions' unique requirements. Let’s dive into how this help credit unions:
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Topics
Hubspot,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks
When implementing HubSpot at your credit union, it's easy to think it is primarily a marketing tool. However, involving other departments early in the process is crucial to truly maximize HubSpot's value. This article will explore which departments you should engage in and why their early involvement is significant.
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Topics
Hubspot,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks
We regularly update this article with the latest information pertaining to Digital Marketing Budgets for Credit Unions. Last update: November 2023
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Topics
Credit Union Marketing
Social media advertising for credit unions has changed quite a bit over the past few years. Finding and converting your target audience on Facebook or Instagram at one point felt akin to shooting fish in a barrel; not only could advertisers tap into the demographic attributes and on-platform interests and behaviors provided directly by users, but Facebook’s partnerships with third-party data providers allowed advertisers even more opportunities to target exactly the right person with the right message.
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Topics
Facebook,
Digital advertising,
Credit Union Marketing
Lack of activity in the sales funnel is the single biggest contributor to lack of success in sales, and your sales pipeline is the hub. It remains the most important metric for success. HubSpot reports that companies that master pipeline management see 28% higher revenue growth. So it's more than keeping your pipeline full - it must be well-managed to continuously achieve desired results.
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Topics
Sales,
Digital Marketing
