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Inbound Marketing & Sales Development Inspiration

Ensuring Data Security When Integrating Financial Platforms with HubSpot

Posted January 20, 2025
4 minute read
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.
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Topics Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration, Financial Institutions

40 Credit Union Terms: The Glossary to FI for 2025

Posted December 9, 2024
6 minute read
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!
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Topics Hubspot, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks, Financial Institutions