group-blog-1

Blog

Inbound Marketing & Sales Development Inspiration

Can you integrate HubSpot with a credit union's existing core banking system?

Posted November 11, 2024
1 minute read
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.
Read More

Topics Hubspot, Credit Union Marketing, Data Integration, Symitar, FiServe

Securing Budget for HubSpot: A Strategic Guide for Credit Unions

Posted August 5, 2024
4 minute read
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.
Read More

Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

What Quick Win Campaigns Can You Run in HubSpot in the First 6 Months?

Posted July 2, 2024
3 minute read
When you first start using HubSpot at your credit union, it's important to get some early wins. Quick win campaigns demonstrate the value of HubSpot, build confidence in the platform, and generate momentum for future efforts. In this post, we'll explore two high-impact quick win campaigns you can run in HubSpot in your first 6 months, as well as some additional quick win ideas.
Read More

Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

What Decisions Do You Need to Make About Your Data When Implementing HubSpot?

Posted June 18, 2024
3 minute read
Data is the lifeblood of a successful HubSpot implementation. The rich data HubSpot provides powers personalization, segmentation, and ROI tracking - essential for effective credit union marketing. But to get the most out of HubSpot, you need to make some key decisions about your data upfront. In this post, we'll explore the critical data decisions you need to make when implementing HubSpot at your credit union.
Read More

Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

HubSpot's Compliance Upgrades: Empowering Credit Unions with Enhanced Security

Posted June 5, 2024
4 minute read
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:
Read More

Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

Maximizing HubSpot Value: Key Departments to Engage Early in Your Credit Union's Journey

Posted May 28, 2024
3 minute read
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.
Read More

Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

Setting Up HubSpot for Credit Unions: 5 Crucial Steps for Success

Posted May 21, 2024
2 minute read
Implementing new software like HubSpot at your credit union can be a game-changer for your marketing efforts, but laying the groundwork for success is crucial. Preparation ensures your HubSpot implementation is smooth, efficient, and effective. In this post, we'll explore the steps you should take in the first 6 months to set your credit union up for success with HubSpot.
Read More

Topics Hubspot, Credit Union Marketing, HubSpot for Credit Unions, Credit Union Marketing Benchmarks

How Meta Advertising Policies Affect Credit Union Marketing

Posted March 11, 2024
7 minute read
Love them or hate them, the guidelines of Meta’s ad platform greatly impact the ways credit unions market their services.
Read More

Topics Facebook, Digital advertising, Credit Union Marketing

How Much Traffic Does a Credit Union Website Get?

Posted February 24, 2024
5 minute read
You think your website is attracting a fair amount of traffic—but is it truly performing as well as you believe? Are you above or under the industry average? We know that every marketer wants accurate analysis, so let's dive into the data and help you assess your website traffic with confidence.
Read More

Topics Credit Union Marketing, Credit Union Marketing Benchmarks

Top 3 Proven Digital Marketing Channels For Credit Unions

Posted January 4, 2024
7 minute read
As a credit union marketer, you may have a hard time keeping up with fast-changing digital marketing trends–especially if you’re juggling many responsibilities. We also often hear frustration with not being able to show a positive ROI and prove the value of digital marketing efforts.
Read More

Topics Credit Union Marketing