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Are you considering HubSpot for your credit union but have questions about implementation, data integration, and member management? Credit unions across the country are discovering HubSpot's potential to streamline operations and enhance member engagement—but making the transition requires careful planning and expertise. Below we answer the nine most critical questions credit union leaders ask about HubSpot integration. From managing household communications to connecting with core banking systems like Jack Henry Synapsys, we'll help you understand what's possible and what to expect.

One of the biggest concerns we hear from Credit Union Marketing teams considering HubSpot is: 💭 “Can HubSpot integrate with our core banking or loan origination system?” It’s a valid concern. Credit unions rely on core banking systems (CORE), loan origination systems (LOS), and other financial platforms. These are critical to operations. But, they are not always designed for seamless integration with external marketing tools. The good news? Yes, you can integrate your data into HubSpot. And in this article, we’ll break down how it works, why we recommend our approach, and which systems can connect with HubSpot.

Every Credit Union aims to attract new members and serve their existing ones better. But what happens when prospective members visit your website and leave without taking any action? This scenario—passive engagement—is a common challenge for Credit Unions. It results in lost opportunities.

We’re proud to announce that WebStrategies have achieved the HubSpot Onboarding Accreditation! This recognition isn’t just another badge—it’s a reflection of our team’s dedication to helping clients get up and running with HubSpot in a way that drives real results. From seamless onboarding processes to integrating complex systems, this accreditation highlights the expertise and effort our team brings to every project.

Integrating a strong CRM like HubSpot with a credit union's financial systems can boost marketing efforts. However, how can data security be ensured, especially in a highly regulated environment? Below, we explore how credit unions can confidently integrate HubSpot while maintaining stringent data protection standards.

Understanding the effectiveness of your digital marketing efforts is critical for credit union marketers. Recently, Origence, one of the leading providers of online loan and account application platforms, introduced a new way to track applications through Google Analytics 4 (GA4). This change impacts how you measure member engagement, application completions, and campaign success. From what we have gathered, this impacts applications from Origence's arcDX platform. Here’s what you need to know.

One of our latest initiatives in the last few months here at WebStrategies, involves piloting Supered, a software designed to layer seamlessly on top of HubSpot utilizing a Google Chrome extension. By testing this platform, we aim to uncover new ways to enhance operational efficiency, provide effective training solutions, and streamline processes for our credit union clients.

Measuring ROI for credit unions can be challenging due to the various systems and platforms that often operate in silos and do not communicate with each other. If you're facing this issue, the following information will help you understand how HubSpot can simplify the process. Additionally, if your credit union is already using HubSpot but you feel that the reporting setup is inadequate, this will provide insights into what you should be able to track and analyze.

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!

As a credit union marketing manager, updating loan rates across multiple platforms can feel like a full-time job. Manual updates eat up valuable time and risk inconsistency between HELOC rates, auto loans, and mortgages. That's where HubDB comes in as a game-changing solution.