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HubSpot's Compliance Upgrades: Empowering Credit Unions with Enhanced Security

Posted June 5, 2024
4 minute read

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:

1. Personal Data

HubSpot has always enabled its customers to store and manage personal data, such as names, phone numbers, and email addresses. This core functionality remains unchanged and remains a fundamental aspect of the platform.

2. Sensitive Data - NEW

Starting June 4th, 2024, HubSpot's Enterprise customers can store sensitive data within their portal. This includes information like:

  • Citizenship status
  • Government-issued ID numbers (e.g., passport, driver's license)
  • Demographic data (e.g., race, gender)
This update is particularly relevant for credit unions, as it allows for secure storage of member information in compliance with various regulations.

3. Highly Sensitive Data - COMING SOON

HubSpot is currently developing functionality to support the storage of highly sensitive data, such as full bank account numbers, social security numbers, and international bank account numbers. 

While this feature is not yet available and is set to launch in a private beta, it holds significant promise for credit unions looking to streamline their operations while maintaining the highest level of security.

HubSpot Compliance Upgrade - CU Guide Diagram


Key Benefits of "Sensitive Data" for Credit Unions

Robust Data Security Measures:

  • Active Session Timeout: HubSpot's active session timeout feature automatically logs users out when their screen is idle, greatly minimizing the risk of unauthorized access to sensitive member data.
  • Restricted Access to Sensitive Data: HubSpot ensures that sensitive data is appropriately restricted, reducing access for both HubSpot employees and customers and providing extra protection for credit unions.
  • Enhanced Encryption: An additional layer of encryption for property data and files further enhances security, ensuring that sensitive information remains protected even in the event of a breach.

Seamless Compliance and Auditing

  • Activity Log Monitoring: HubSpot's platform now offers access to detailed activity logs, allowing credit union administrators to monitor user actions and quickly identify suspicious behavior, maintaining internal security practices and meeting compliance standards.
  • Centralized Audit Log: HubSpot's centralized audit log provides comprehensive visibility into critical user activities such as logins, exports, and properties created, enabling credit unions to track and investigate potential security issues effectively.
  • Sensitive Property Value Tracking: Admins can easily track sensitive property value edits, providing an additional level of oversight and ensuring that any changes to sensitive data are properly monitored and accounted for.

Efficient User Management and Customizable Permissions

  • Single Sign-On (SSO) Integration: HubSpot's SSO integration streamlines user management. Credit unions can control access to the platform by leveraging their existing SSO systems, ensuring that only authorized personnel can access sensitive information.
  • Granular User Permissions: HubSpot offers customizable user permissions, enabling credit union administrators to tailor access levels to each user's role and ensure that sensitive information is only accessible to those who need it.
  • Role-Based Access Control: Credit unions can further enhance security and compliance by implementing role-based access control, minimizing the risk of unauthorized access to sensitive member data.
These updates remove previous roadblocks for industries like financial services, enabling credit unions to securely store and manage sensitive member data within HubSpot's platform while maintaining compliance with relevant regulations.

The Potential of New "Highly Sensitive Data" for Credit Unions

While the highly sensitive data functionality is still in development, it holds immense potential for credit unions. The ability to securely store and manage full bank account numbers, social security numbers, and international bank account numbers within HubSpot could revolutionize credit unions' operations.

This upcoming feature could enable credit unions to:

  • Simplify member onboarding by collecting and storing all necessary information within a single, secure platform.
  • Leverage HubSpot's marketing and customer service tools to facilitate seamless communication with members while maintaining the confidentiality of highly sensitive data.
  • Centralizing member information can streamline internal processes, reduce the need for manual data entry, and minimize the risk of errors.

HubSpot's evolving compliance offerings can be a valuable resource in your efforts to protect your members' sensitive information while still optimizing your operations. All while still ensuring adherence to industry regulations. 

Embracing Cloud-Based Software for Enhanced Security and Service
Staying Ahead of the Curve: Adopting cloud-based software like HubSpot is quickly becoming the norm across industries, and by embracing this technology, credit unions can stay ahead of the curve and provide their members with the highest level of security and service.

Keep an eye out, for further updates on the highly sensitive data functionality, as it could significantly transform how your credit union manages and protects its most critical member information.


We have created a 60+ page detailed guide for Credit Union Marketers looking to implement HubSpot. Would you like a copy? Just click below! 

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Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

Kristin is the “tomorrow maker” for WebStrategies. She is responsible for maintaining strong, productive relationships with existing clients, and working to connect other businesses to the company’s creative thinking, strategic talent and data-driven marketing approach.

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