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Inbound Marketing & Sales Development Inspiration

4 Credit Union Marketing Plan Ideas + How To Take Action Now

Posted October 9, 2023
21 minute read
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. Most articles focus on guerrilla marketing, direct mail, in-person relationship management, and other suggestions that are not even really strategies. What’s not covered in depth is online marketing strategies for credit unions.
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Topics Credit Union Marketing

Video Advertising for Credit Unions

Posted July 6, 2023
3 minute read
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:
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Topics Digital advertising, Credit Union Marketing, Videos

3 Ways ChatSpot Can Improve Marketing ROI

Posted June 13, 2023
3 minute read
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Topics Credit Union Marketing, HubSpot for Credit Unions

Is HubSpot Secure Enough for Credit Unions?

Posted June 12, 2023
3 minute read
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.
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Topics Credit Union Marketing, HubSpot for Credit Unions

The Rise of Generative AI:  How Credit Unions Can Leverage It

Posted May 26, 2023
3 minute read
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.
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Topics SEO, Credit Union Marketing

What Credit Union Marketers Should Know About GA4

Posted May 25, 2023
2 minute read
WebStrategies CEO, Chris Leone, discusses GA4 with Mike Lawson on CU broadcast and a summary of the changes is below.
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Topics Google Analytics, Data, Credit Union Marketing

HubSpot Workflows for Credit Unions

Posted May 17, 2023
7 minute read
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.
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Topics Credit Union Marketing, HubSpot for Credit Unions

2023 Credit Union Conferences You Won't Want to Miss

Posted May 12, 2023
5 minute read
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).
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Topics Credit Union Marketing

Is ChatGPT Safe for Credit Unions?

Posted April 14, 2023
5 minute read
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:
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Topics Inbound Marketing, Credit Union Marketing

How Credit Unions Used Digital Marketing to Address Consumer Fears About Deposits

Posted March 30, 2023
3 minute read
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.
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Topics Digital advertising, Email marketing, Marketing Automation, Digital Marketing, Credit Union Marketing