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Credit Union Marketing Automation

Posted January 27, 2023
2 minute read
Marketing automation tools such as HubSpot enable credit unions to automate repetitive tasks, such as email campaigns and social media posts, freeing up staff time for more strategic work. It allows marketers to segment audiences and enables personalized marketing efforts, for more effective campaigns and higher conversion rates. Additionally, marketing automation tools help track and analyze the effectiveness of credit union marketing campaigns, enabling data-driven decisions for continuously improving the marketing strategy.
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Topics Marketing Automation, Credit Union Marketing

Calculating Lifetime Member Value for Credit Union Advertising

Posted January 23, 2023
2 minute read
As a credit union marketer, when it’s time to secure your budget or request funding for a specific campaign are you able to justify the spend? Can you tie actual results to your marketing efforts for the credit union?
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Topics ROI, Credit Union Marketing

The Top Digital Strategies For Credit Union Advertising

Posted January 17, 2023
7 minute read
Advertising has been around for a long time. In fact, the first paid advertisement was a Coca-Cola ad in a French newspaper in 1836. Today, there are boundless advertising strategies that credit unions and banks can learn from and leverage. But, what makes a truly effective advertising strategy?
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Topics Advertising, Digital advertising, Digital Marketing, Credit Union Marketing, Community Bank Marketing

Delight Credit Union Members with Personalized Digital Service

Posted December 5, 2022
3 minute read
Your member service team likely shines at personalized service when members walk into the branch, but how does the credit union interact with members who perform a large percentage of interactions digitally? It takes a concerted effort to maintain relationships with members who aren’t frequent visitors and to stay top of mind for financial services.
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Topics Credit Union Marketing, HubSpot for Credit Unions

Credit Union Marketing Budgets When Facing Uncertainty

Posted November 17, 2022
3 minute read
Q4 is traditionally credit union marketing budget season, but in 2022 the uncertainty in the current U.S. economy and geopolitical setting adds extra complexity: Inflation. Rising interest rates. Lingering Covid. As economic decline is a concern, marketing managers are under tighter scrutiny to demonstrate credit union advertising spend is generating positive returns. The C-suite often reacts by cutting marketing budgets since few consumers are in the market for loans given the higher interest rates. But marketing remains a critical spend to stay competitive and accelerate out of the questionable economy. The Financial Brand observes that “The difference between budgetary surgery and unfocused slashing will depend on how well bank marketing chiefs can make their case to senior management.”
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Topics Digital advertising, Digital Marketing, Credit Union Marketing

7 Ways to Personalize Credit Union Marketing

Posted October 25, 2022
3 minute read
Marketing personalization has evolved far beyond using someone’s name in an email promotion. When credit unions have access to member information and the ability to retrieve data from a CRM, customized campaigns can target an individual’s current situation and reach that person at the time the need is real. A survey by Epsilon reports that 80% of consumers are more likely to engage with a company that personalizes experiences. Achieve higher rates of return by reaching the target audience when they are more likely to engage with an offer. 
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Topics Marketing Automation, Credit Union Marketing

Access Our 2022 Credit Union Marketing Survey Results

Posted October 10, 2022
2 minute read
The US regained a sense of normalcy in 2022, until inflation became the primary concern - causing interest rates to rise and the volume of loans to decline for the financial sector. In the ever-changing economy, it was more important than ever for WebStrategies to conduct the newest edition of our annual survey pinpointing how credit union marketing dollars are being spent and what digital tactics reflect the strongest return on investment. Our survey found marketers are still growing digital marketing efforts into 2023 but as in-person events are returning, marketing dollars are also increasing to offline channels such as events and sponsorships.
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Topics Digital Marketing, Credit Union Marketing

How Much Should Credit Unions Budget For Marketing?

Posted September 28, 2022
12 minute read
We regularly update this article with the latest information pertaining to Digital Marketing Budgets for Credit Unions. Last update: September 2022 
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Topics Credit Union Marketing

2023 Credit Union Conferences You Won't Want to Miss

Posted August 30, 2022
4 minute read
We update this post every month for the most current list of conferences. Last updated on January 27, 2023. 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. A majority of our favorite conferences have returned to in-person events, a few with virtual options. In the meantime, you can visit our credit union marketing resources page and explore various online marketing strategies for credit unions. The following 2023 conferences are currently scheduled to be in person.
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Topics Credit Union Marketing

WebStrategies: A Premier Credit Union Digital Marketing Agency

Posted August 11, 2022
4 minute read
To varying degrees of success, most digital marketing agencies can run paid advertising and write copy for content marketing purposes, so you may ask, “What makes WebStrategies a premier credit union digital marketing agency?” WebStrategies has operated in the digital marketing space since 2005 and credit unions emerged as a primary industry that we serve. We have over 60 credit union clients because we’ve become extremely knowledgeable about their business operations and the needs of our clients. In fact, we often shock the C-suite with our ability to assist, not just with marketing, but the ability to solve problems that arise from silo’d departments and nonintegrated systems. 
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Topics Content marketing, Local SEO, Credit Union Marketing