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Member retention is a big challenge for credit unions. The key to success is making personalized and proactive experiences for members. HubSpot offers strong tools so Credit unions can use data, automation, and member engagement to boost retention. Here’s how.

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.

Measuring ROI for credit unions can be challenging due to the various systems and platforms that often operate in silos and do not communicate with each other. If you're facing this issue, the following information will help you understand how HubSpot can simplify the process. Additionally, if your credit union is already using HubSpot but you feel that the reporting setup is inadequate, this will provide insights into what you should be able to track and analyze.

As HubSpot is a CRM tool, you can integrate all of your member and account data into HubSpot. So, anytime a new membership is created in your core banking system, it also gets created in HubSpot. This is also the case with accounts.

The answer is yes; there are several ways to integrate core banking systems with HubSpot. Read more to see just how step by step below.

As social media platforms grow in usership, they have become a crucial part of inbound marketing. As of April 2018, Facebook has reported over 2 billion monthly active users in the world. In the United States alone, over 200 million people have a Facebook account. Almost 70% of Americans say that they use Facebook on their desktop or phone.