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Have you ever been in a meeting where industry jargon started flying around, and you wished for a translator? Whether you're a credit union employee navigating complex financial terms or in marketing trying to understand your client's world, it can sometimes feel like learning a foreign language. This glossary of financial institution terms is here to help!

At WebStrategies, we understand the challenges credit unions face in staying competitive in today's digital landscape. HubSpot offers a comprehensive solution to many of these challenges, but we know that securing budget approval can be a daunting task. This guide will help you navigate the process of proposing HubSpot during your strategic planning discussions and ultimately gain that crucial budget sign-off.

As a credit union, safeguarding your members' sensitive financial information is a top priority. HubSpot recently announced significant updates to its compliance offerings that cater to financial institutions like credit unions' unique requirements. Let’s dive into how this help credit unions:

When implementing HubSpot at your credit union, it's easy to think it is primarily a marketing tool. But to truly maximize HubSpot's value, involving other departments early in the process is crucial. In this article, we'll explore which departments you should engage in and why their early involvement is so important.

Lack of activity in the sales funnel is the single biggest contributor to lack of success in sales, and your sales pipeline is the hub. It remains the most important metric for success. HubSpot reports that companies that master pipeline management see 28% higher revenue growth. So it's more than keeping your pipeline full - it must be well-managed to continuously achieve desired results.

Setting goals is paramount for a salesperson's success. identifying a target in the beginning of the year, and monitoring your progress throughout creates an awareness that is necessary for the always on-the-go sales professional. Performance-based goals, if set incorrectly, can be a hindrance and defeating if not attained. The goal becomes demoralizing and threatens success.

Credit Unions were founded around the principle of neighbors helping neighbors. The current COVID-19 climate is giving more opportunities than ever to do just that. Everyone is trying to figure out what they should be doing to offer their members the best opportunities as they navigate through this challenging time.

Throughout our conversations with credit unions around the country in the last few weeks, we have frequently been asked questions about the best ways to communicate timely and important news to current and prospective members right now.

Watch our Credit Union Marketing Webinar: When Credit Unions should (and should not) invest in the most popular digital marketing tactics Even the most effective credit union marketing tactics can sometimes be a waste of money. Why spend money on a problem you don't have? Our webinar will help you identify which digital strategies belong in your marketing plan based on current results and where you have the biggest opportunity for improvement within the Attract > Engage > Convert Framework.

This year the MAC Conference (Marketing Association of Credit Unions) was held in beautiful San Diego. MAC never disappoints and this proved to be a great time networking with credit unions and vendors. Next year the conference will be in NOLA and we can’t wait to see what will happen there!