Membership Growth and Increased Loan Conversions for Jeanne D’Arc Credit Union
with HubSpot's Automated CRM Solutions.
The Challenge:
Jeanne D’Arc chose HubSpot for its Smart CRM and comprehensive automation tools. The marketing team aimed for better tracking of campaigns, lead generation higher in the funnel, automated journeys, engagement for Indirect Auto Loans to boost Share of Wallet, and follow-up on abandoned applications.
- Manual Data Management: Jeanne D’Arc Credit Union relied on IT for segmented member lists, causing delays and limiting marketing flexibility.
- Disconnected Campaigns: Marketing efforts were fragmented across different platforms, hindering effective tracking of membership growth and campaign performance.
- Lack of Automation: The credit union had few automated processes, leading to missed personalized follow-ups for new members and loan applicants.
- Limited Campaign Capabilities: Without a centralized marketing system, Jeanne D’Arc struggled with timely campaigns and data-driven marketing journeys.
leads generated with
leads becoming members
new members acquired with
leads enrolled through a lead nurturing workflow
abandoned applications nurtured with
conversion rate, resulting in 1,900 completed applications
The HubSpot Transformation:
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Jeanne D’Arc Credit Union enhanced its member engagement by using HubSpot’s CRM, Sales and marketing automation tools.
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Lead Generation & Membership Growth:
- 22,000 leads generated, with 5,500 leads becoming members.
- 400 new members acquired with 9,645 leads enrolled through a lead nurturing workflow.
- 400 people subscribed to rate updates for Certificates.
- They centralized data management, automated lead nurturing, and streamlined onboarding, enabling personalized communication.
- As a result, the credit union experienced significant growth in memberships, loan applications, and marketing efficiency.
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Abandoned Application Campaign Success:
- Launched a consumer loan abandoned application workflow for credit cards, personal loans, and auto loans.
- Nurtured 28,000 abandoned applications with a 7% conversion rate, resulting in 1,900 completed applications.
- Since early 2021, the workflow has
generated 1,438 consumer loan applications, averaging over 300 completed applications annually.
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Member Onboarding & Product Engagement:
- Over 3,500 people enrolled in a Membership Onboarding Workflow for deposit accounts.
- Created custom onboarding workflows using Skyvia data integration for daily core to HubSpot updates, ensuring personalized member experiences across different product categories.
Our use of HubSpot started as a marketing tool and has grown into a powerful solution we use throughout the organization. From marketing automation to managing pipelines, HubSpot has allowed us to streamline processes, align teams, and better serve our members. There is still so much more opportunity.
Robin Lorenzen - SVP & Chief Marketing Officer, Jeanne D'Arc Credit Union
Why WebStrategies & HubSpot?
Jeanne D’Arc Credit Union's success highlights how WebStrategies and HubSpot’s CRM solutions can modernize and streamline financial institutions. By eliminating manual inefficiencies and improving data-driven decision-making, credit unions can achieve greater efficiency, member engagement, and long-term growth.
Interested in learning more? Contact us today to see how WebStrategies can transform your credit union’s digital marketing.
