Enhancing Member Experience & Data Integration with HubSpot for Tyndall Federal Credit Union
Transforming siloed systems into a seamless, automated experience with HubSpot.
The Challenge:
After facing challenges with fragmented systems and inefficient workflows, Tyndall partnered with WebStrategies to leverage HubSpot’s CRM platform. HubSpot’s flexibility, automation capabilities, and ability to centralize data made it the ideal solution to address Tyndall's needs.
- Disconnected Systems: Multiple systems like CORE banking and Loan Origination Systems (LOS) were not integrated, creating data silos.
- Manual Workflows: Time-consuming manual imports and limited automation hindered efficiency.
- Attribution Challenges: Difficulty in associating member interactions with specific engagement and product outcomes.
data extracts automated, ensuring up-to-date member records and seamless system synchronization.
created and managed within HubSpot for better member tracking and engagement.
Solutions Implemented:
- Automated Data Integration: Implemented an iPaaS middleware solution to automate daily imports of member data from the CORE system to HubSpot.
- Streamlined Processes: Consolidated and optimized workflows, reducing manual effort and improving operational efficiency.
- Custom Pipelines: Built pipelines tailored for member journeys, allowing for enhanced tracking and management of member interactions.
- Personalization at Scale: Utilized custom objects to create a Member record, enabling personalized communications for households with shared email addresses.
- Improved Engagement: Increased touchpoints and personalized campaigns.
- Accurate Reporting: Reconfigured data model improved attribution reporting, enabling better insight into member activity and campaign ROI.
Since partnering with WebStrategies within 3 months, our data infrastructure has been completely overhauled, operational workflows have been streamlined for maximum efficiency along with cleaning up our data, and our marketing efforts have been fully automated. Despite the challenges posed by our systems, the FI sector, Web Strategies found innovative solutions to seamlessly integrate multiple data sources through a cloud-based API, ensuring a successful launch of HubSpot in simply 3 months.
Jason Newman, Vice President of Marketing, Tyndall Federal Credit Union
Why WebStrategies & HubSpot?
Tyndall Federal 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.
