Foothill Credit Union Elevates Member Engagement
with Automated Workflows and Data Integration
The Challenge:
Foothill Credit Union selected HubSpot for its robust customization options and seamless data integration capabilities. With WebStrategies’ expertise, HubSpot provided a platform that met the credit union’s complex automation and data needs. The ability to control workflows internally, without relying on their IT department or a third-party, was a game-changer.
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- Restricted Workflow Management: The previous email platform required third-party support for creating workflows, causing delays and inefficiencies.
- Data Integration Challenges: Their core system (Jack Henry Symitar) does not directly integrate with marketing tools, forcing manual data uploads.
- No Automated Member Engagement: There were no workflows for onboarding, abandoned applications, or product-specific campaigns, limiting personalized member engagement.
8,030 personalized onboarding emails sent across three workflows to new members in 11 months
for 1,152 emails delivered from 5 abandoned application workflows over a 6-month period
Solutions Implemented:
- Centralized Data Integration: Integrated the credit union’s core system with HubSpot via middleware (Skyvia) for daily data imports and real-time onboarding.
- New Member Onboarding: Developed three workflows based on membership types (Business Development, Indirect Lending, Walk-In/Digital Members).
- Abandoned Application Nurturing: Automated follow-ups for five key products: membership, credit cards, personal loans, auto loans, and home equity lines of credit.
- Product-Specific Onboarding: Created tailored workflows for onboarding specific products, enhancing messaging for services like checking accounts and credit cards.
- Auto Loan Campaigns: Implemented workflows to recapture members nearing loan end terms for renewals.
- Credit Card Points Management: Set up reminders for points expiration to help members maximize benefits.
- Cross-Sell and Retargeting Campaigns: Configured tracking and personalized emails to retarget members by product interest, increasing conversion rates.
Partnering with an expert like WebStrategies to manage the powerful Hubspot platform allowed us to do what we have been envisioning before but cannot due to our antiquated and restrictive system. With HubSpot, we now offer personalized and automated messaging that meets our objectives––opening new membership, driving loan growth, and product adoption. It’s like having another marketing person who loves what they do. Kudos WS!
Russell Domingo, Digital Experience Manager, Foothill Credit Union
Why WebStrategies & HubSpot?
Foothill Credit Union transformed its marketing operations with HubSpot. With the help of WebStrategies, the platform enabled a seamless data flow, centralized campaign management, and highly personalized member engagement through automated workflows. Members now receive timely, relevant communication tailored to their financial journeys, resulting in increased applications, deeper engagement, and improved operational efficiency.
Interested in learning more? Contact us today to see how WebStrategies can transform your credit union’s digital marketing.
