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Why Tracking Members vs. Non-Members Matters Many credit unions wonder, "Are most of our website visitors already members?" The answer depends on your particular credit union. Knowing this is powerful for setting and measuring performance goals for your marketing campaigns. So, how can you tell how many site visitors are members or not? Many credit unions rely on the "new and returning visitors" distinction to assess this. However, this method has major flaws. A better method is to track logins and non-logins as a baseline. Then, add behavioral insights to improve the analysis.

If you’re a marketing manager or a credit union using HubSpot Forms, you know how crucial it is to track and measure form submissions. Whether you’re capturing leads for loan applications, B2B contact forms, or any other inquiry forms, having a seamless tracking setup can save you a lot of time and provide clear insights. In this post, we’ll walk you through a quick and efficient way to track all your HubSpot Forms using Google Tag Manager (GTM).

HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently. Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations. Let’s dive in!

For credit unions looking to streamline their member engagement, HubSpot’s latest update—the Anniversary Filters Beta—introduces a great feature for automating recurring events like birthdays and anniversaries. If your credit union isn’t already pulling in “Next Birth Date” as a field, this update offers a simpler way to manage these important dates.

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.