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When credit unions onboard HubSpot to take advantage of the benefits that the CRM provides, it can be daunting to know where to start in creating workflows and how they are built. We’ve onboarded HubSpot for dozens of credit unions and found there are some that benefit practically every one.

Your member service team likely shines at personalized service when members walk into the branch, but how does the credit union interact with members who perform a large percentage of interactions digitally? It takes a concerted effort to maintain relationships with members who aren’t frequent visitors and to stay top of mind for financial services.

The theme of HubSpot's annual conference, INBOUND 2022, was "Connections". This was accurately named after the return of the first in-person INBOUND conference since 2019. After two years of an entirely virtual conference, HubSpot’s 2022 INBOUND conference offered an unmatched in-person experience in addition to a digital option for those who couldn’t make it to the land of HubSpot in Boston, Massachusetts.

Even as a digital marketing agency, we know there are benefits credit unions realize through direct mail campaigns to reach members and potential members. The keys to doing that well are using an integrated CRM that can provide information and working with a vendor such as Conquest Graphics to convert that data into advertising, tailored to a member, or potential member’s, current needs. Now that the volume of direct mail has tapered off in most households, it is easier to get attention than in previous years.

Today, WebStrategies Inc. of Richmond, Va., announced that it has reached the Diamond tier of HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.

While credit unions have long been known for their low rates and trust-worthy business practices, younger consumers in this digital-first era have different priorities. In our exclusive, Consumer Banking Preferences & Behavior Report, based on a survey of 1,000 banking consumers, we learned that there is a wide gap between what consumers under 45 value and those that are 45-plus value in a financial institution. It is up to marketers to resonate with consumers on things that matter most to them which may require changing up the message as well as the channels in order to reach a younger audience.

At WebStrategies, we are firm believers that businesses equipped with the most modern and innovative marketing technology, along with data-driven strategy, achieve the best results.

You can implement credit union marketing automation practices to generate more leads, be more efficient, and personalize your marketing to appeal to your current and future customers. When making decisions about marketing automation, you have to determine which system will help you best achieve your marketing goals. We recommend an advanced platform like Hubspot for our credit union clients; however, there are other options available as well.

Credit union marketing automation is a beneficial strategy for all credit unions regardless of size. Having it in place is no longer reserved for the larger credit unions, so whether you have one branch or ten, you can and should use automation for your marketing.

Why are Some Credit Unions Behind the Curve on Marketing Automation? WebStrategies CEO Chris Leone and Director of Digital Marketing Phil Woods were recently guests on Mike Lawson’s CU Broadcast, discussing marketing automation for credit unions. Highlights from their discussion are below: