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. 

One additional feature that is really nice about HubSpot is that it also has a website tracking script that you can install on your website.

Why is that important?

Well, it's just like Google Analytics 4.

With Google Analytics 4 and with HubSpot, you can see how people are coming to your website.

Whether they come from paid ads, social media, organic search, or something else, HubSpot tracks how they arrive at the website, all their engagement on your website, what pages they visit, and what they click on. (See below example)

Members by Ad Campaign shown in HubSpot:

Contacts by source shown in HubSpot:

Revenue by campaign report in HubSpot:

HubSpot meticulously organizes and stores all that valuable data in a comprehensive record, systematically cataloging every interaction and piece of information.

This record acts as a centralized repository, capturing details such as user behavior, engagement metrics, and the source of traffic that can be easily accessed and analyzed.

By maintaining such detailed records, HubSpot enables credit unions to have a holistic view of each member's journey and eliminate data silos.

So, if that contact becomes a member, the system can attribute all of that activity before they became a member to the membership record being opened. 

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.