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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: