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In today's rapidly evolving digital landscape, credit unions are seeking efficient and user-friendly solutions to meet the needs of their members. While HubSpot has established itself as a platform that delivers these essential qualities, convincing board members of its worth can be a challenging endeavor.

Following the news about the Silicon Valley Bank shutdown on Friday, March 10, and Signature Bank on March 12, U.S. banking consumers expressed fear that their money could be at risk. Credit unions addressed member concerns in a variety of ways; in branches, call centers, and digitally.

HubSpot is a CRM with powerful marketing automation features that can be used with its own Sales Hub or integrated with another CRM. Salesforce is a popular CRM with manufacturers but when it comes to marketing automation to nurture the leads, HubSpot is the leading platform for usability and functionality - in any industry. It integrates easily with Salesforce and Microsoft Dynamics and keeps data in a centralized location rather than maintaining data in two separate systems. HubSpot also integrates with ERP systems such as Odoo and Commercient giving one source of truth for data records.

Marketing automation tools such as HubSpot enable credit unions to automate repetitive tasks, such as email campaigns and social media posts, freeing up staff time for more strategic work. It allows marketers to segment audiences and enables personalized marketing efforts, for more effective campaigns and higher conversion rates. Additionally, marketing automation tools help track and analyze the effectiveness of credit union marketing campaigns, enabling data-driven decisions for continuously improving the marketing strategy.

Marketing personalization has evolved far beyond using someone’s name in an email promotion. When credit unions have access to member information and the ability to retrieve data from a CRM, customized campaigns can target an individual’s current situation and reach that person at the time the need is real. A survey by Epsilon reports that 80% of consumers are more likely to engage with a company that personalizes experiences. Achieve higher rates of return by reaching the target audience when they are more likely to engage with an offer.

Credit union marketing teams are often pulled in multiple directions, so where should marketers really focus their attention?

2020 has thrown a wrench into the marketing plans for manufacturers around the country. An industry that heavily relies on trade shows and trade associations to network with other businesses and market their products has been disrupted due to limitations on travel and in-person events. Although there is still uncertainty surrounding trade shows for this fall, we expect them to return in some capacity in the future. And there are several ways that you can use digital marketing tactics to make those long-anticipated visits even more fruitful.

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.

Now a commonly found tool among marketing departments around the world, marketing automation is a powerful software that businesses can use to automate tasks that were previously done by hand. With marketing automation, manufacturers can create highly personalized, efficient marketing campaigns that operate based on a variety of data that they have available through their CRM and website analytics. These campaigns can provide several benefits, including saving time and money and converting more potential and current leads into sales.

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.