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.

Advertising: The Easiest Place to Start

If you’re wondering where to begin, advertising is probably the simplest place to measure ROI.

Why? Because you’re already spending money to reach people, and you can usually track what happens after they click.

A tool like HubSpot is incredibly helpful to connect everything.

For example, HubSpot integrates directly with Google Ads, Bing Ads, LinkedIn Ads, and Meta (that’s Facebook and Instagram). What’s cool is that it syncs live, so you can log in and immediately see how much you’ve spent on your campaigns, all in one place. There is no need to jump between a bunch of platforms trying to piece the data together.

Connecting the Dots from Clicks to Loans

But measuring ROI isn’t just about ad spend—it’s about outcomes. Here’s where website tracking comes in. Let’s say someone clicks on your ad, visits your website, and eventually becomes a member or takes out a loan.

HubSpot lets you trace that entire journey. You can see that this $10,000 loan started with a click on a Google Ad or that new member joined because of a Facebook campaign.

For credit unions, this is huge. It’s not just about knowing how many clicks your ads are getting but understanding how those clicks are turning into actual results. Being able to say, “This loan came from that campaign” makes it so much easier to show what’s working—and what’s not.

Seeing the Bigger Picture

And it’s not just about individual campaigns. You can also step back and look at the big picture.

For example, which channel is performing best for you overall? Organic search, paid ads, email marketing? HubSpot’s reporting tools make it easy to break this down. You can see where your revenue is really coming from and adjust your strategy accordingly.

For me, these kinds of insights are a game-changer. Instead of guessing where to spend your budget, you can make informed decisions based on what’s driving actual results.

So, What’s the Takeaway?

The key to measuring ROI is connecting the dots—from the first time someone interacts with your credit union to the moment they become a member or secure a loan.

Tools like HubSpot make this easier, but the principle is the same no matter what system you use: track everything, tie it together, and use the insights to optimize your efforts.

At the end of the day, it’s about showing the value of what you’re doing and making smarter decisions moving forward. Whether it’s knowing which campaigns are worth scaling or identifying areas to improve, having the right data makes all the difference.

Here is a more detailed explanation:

To explore how this could benefit your Credit Union, please arrange a call with our team below, who will be delighted to help and provide a demo.