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At WebStrategies, we are firm believers that businesses equipped with the most modern and innovative marketing technology, along with data-driven strategy, achieve the best results.

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.

You can implement credit union marketing automation practices to generate more leads, be more efficient, and personalize your marketing to appeal to your current and future customers. When making decisions about marketing automation, you have to determine which system will help you best achieve your marketing goals. We recommend an advanced platform like Hubspot for our credit union clients; however, there are other options available as well.

Credit union marketing automation is a beneficial strategy for all credit unions regardless of size. Having it in place is no longer reserved for the larger credit unions, so whether you have one branch or ten, you can and should use automation for your marketing. 

Why are Some Credit Unions Behind the Curve on Marketing Automation? WebStrategies CEO Chris Leone and Director of Digital Marketing Phil Woods were recently guests on Mike Lawson’s CU Broadcast, discussing marketing automation for credit unions. Highlights from their discussion are below: