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While in-person events are on hold for the most part, it doesn't mean that engaging with your community should be on hold as well. When you can't have in-person events, it requires that you use creative and often virtual means to build and maintain a valuable connection with prospective, new, and existing members of your credit union.

Every credit union marketer loves to have as much high-quality lead tracking in place as possible. Understanding the pages and products that are driving the most new leads is essential to keeping up with your credit union’s digital marketing performance. But, what if you could also track the actual ROI that your marketing efforts generate?

For many different reasons, people start applications online and don’t finish the process. This is especially true with more people starting applications on mobile devices. Form abandonment is a hurdle that all credit unions (and all businesses, really) face. But there’s actually a way to curb this common application “leak” and to learn who is starting applications. First, we have to address the heart of the issue.

One of the most prominent aspects of local SEO for credit unions is the use of Google My Business to accurately display information like name, address, and phone number to those who are searching for a credit union locally. This was once a tool that you could set up, optimize, and leave for a good amount of time barring any major updates; however, the COVID-19 pandemic has brought frequent updates to business availability throughout the country.

Do you want to save time on your credit union marketing? Want to provide a more personalized marketing experience? Want to increase your conversion rates when connecting with your members? Then marketing automation is a strategy you want to have in your marketing tool belt. There are various marketing automation options available to market your credit union based on your goals and what will best help you achieve them.

If your objective is to drive more relevant organic traffic to your credit union's website, raise brand awareness, and improve your performance in search engines, putting a local SEO strategy in place is essential.

Many factors can impact a credit union’s marketing budget. When something does happen, it’s critical to have a ready-to-go plan to address either the increase or decrease quickly. You don’t want to see any drop in your traffic, but the right decisions can improve ROI no matter if you have less or more to spend. The key is to do what it takes to reduce any negative impact on your organization’s revenue. How is that possible?

Credit unions are turning to automation like chatbots to improve client engagement and boost the productivity of employees. Chatbots improve customer service and provide valuable data that organizations can use to drive further success and profitability.

When you’re in the market for a customer relationship management system that will support your credit union marketing efforts, HubSpot is often a top contender. Their in-depth data analytics can help you improve your credit union marketing by giving you the insight needed to make more informed marketing decisions. HubSpot tracks everything from email open rates to leads generated and more, so you’ll never miss out on this essential data.

One struggle that we commonly hear from credit union marketers is the inability to prove the ROI of their marketing efforts consistently. While you may know that your hard work is producing results, it can be difficult to truly understand the effectiveness of your advertising and marketing campaigns without very detailed tracking. Difficulty for credit unions attempting to report end-to-end results often arises when trying to integrate tracking into commonly used LOS systems like MeridianLink.