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Alix Harvey

Alix Harvey
Alix, the HubSpot Data Integration Manager, brings a diverse background to their role, with roots in social work before transitioning to SaaS startups. They excel at optimizing CRM systems and crafting custom data solutions, drawing on their strong skills in SQL, Python, APIs, and Node.js. In addition to their technical expertise, Alix has served on the board of directors for Real Art Tacoma, a non-profit all-ages art space, for the past seven years, bringing their passion for accessible enjoyment of the arts to their community. Originally from San Francisco, they now call Washington State home, where they enjoy the beautiful scenery and vibrant culture.

Recent Posts

9 Essential Questions About HubSpot and Data Integration for Credit Unions

Posted February 11, 2025
3 minute read
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.
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Topics Marketing Automation, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration

Can HubSpot integrate with your credit union's systems?

Posted February 3, 2025
7 minute read
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.
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Topics Marketing Automation, Digital Marketing, Credit Union Marketing, HubSpot for Credit Unions, Data Integration