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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.

As a credit union, you want to implement marketing strategies that will provide you with a desirable ROI. Marketing automation helps you automate marketing processes across multiple channels to increase revenue and maximize efficiency to achieve your goals.

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:

Many credit unions that have implemented marketing automation are seeing a very positive return on their investment in the form of increased qualified leads and member retention rates, but what does it take to be successful? And why aren't more credit unions taking advantage of this technology?

On our recent Facebook Live broadcast, we discussed some of the many ways that marketing automation workflows can be employed to accelerate sales cycles, re-engage cold leads, retain customers and more.

Marketing automation is not a brand new concept, and some research shows that up to half of all businesses are using some form of marketing automation. While that sounds high, it speaks to the variety of options available for companies ranging from quite small to very large. So what exactly is marketing automation, and why should you care?

The term "marketing automation" has been mentioned a lot over the past several years. It's considered the marketing technology that is most likely to deliver significant, measurable ROI. As of 2016, 49% of companies currently use marketing automation, with over half of B2B companies adopting the technology.