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A credit union that has funds in the marketing budget available for brand advertising may consider YouTube or CTV. We've seen success for credit unions driving brand awareness since these rapidly growing channels are cost-effective and scalable. To illustrate the growth of these two platforms:

When you start using marketing automation software for your credit union, you want to choose a system that prioritizes the security of your member’s sensitive information. There have been numerous reports of data security breaches in which millions of people’s sensitive data has been compromised. That’s why security is always a top priority for credit unions. Your marketing automation software should be no different.

Do a quick search for “credit union marketing strategies”, “credit union marketing plan” – or even “how to market a credit union”. You’ll find a lot of the same, thin recommendations over and over again.

Generative AI has emerged as a game-changing technology, revolutionizing the digital world in unprecedented ways. From industry advancements to the potential for credit unions to leverage this technology, the impact of generative AI cannot be overstated.

WebStrategies CEO, Chris Leone, discusses GA4 with Mike Lawson on CU broadcast and a summary of the changes is below.

When credit unions onboard HubSpot to take advantage of the benefits that the CRM provides, it can be daunting to know where to start in creating workflows and how they are built. We’ve onboarded HubSpot for dozens of credit unions and found there are some that benefit practically every one.

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. 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 (unless otherwise noted).

As artificial intelligence (AI) tools like ChatGPT explode in popularity and are layered onto platforms like HubSpot CRMs, many credit unions raise questions about the safety of using them. We have heard questions such as:

Following the news about the Silicon Valley Bank shutdown on Friday, March 10, and Signature Bank on March 12, U.S. banking consumers expressed fear that their money could be at risk. Credit unions addressed member concerns in a variety of ways; in branches, call centers, and digitally.