Blog

One of our latest initiatives in the last few months here at WebStrategies, involves piloting Supered, a software designed to layer seamlessly on top of HubSpot utilizing a Google Chrome extension. By testing this platform, we aim to uncover new ways to enhance operational efficiency, provide effective training solutions, and streamline processes for our credit union clients.

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.

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!

As a credit union marketing manager, updating loan rates across multiple platforms can feel like a full-time job. Manual updates eat up valuable time and risk inconsistency between HELOC rates, auto loans, and mortgages. That's where HubDB comes in as a game-changing solution.

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.

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.

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.

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.

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: