HubSpot for Credit Unions: Smarter Marketing. Stronger Member Growth.

Seamless Onboarding. Better Insights. More Members.

Struggling to track marketing performance, recover lost applications, or boost member engagement? HubSpot helps credit unions unify marketing, sales, and service—driving applications, increasing conversions, and enhancing the member experience.

WebStrategies has helped over 100 credit unions maximize HubSpot, improving efficiency, boosting ROI, and automating lead nurturing. Watch our intro video to see how our proven process delivers measurable results.

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Achieve Exceptional Results with WebStrategies and HubSpot

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Streamlining Member Growth

See how HubSpot helped Foothill Credit Union improve marketing efficiency, drive new memberships, and enhance reporting for better decision-making. Read more.

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Increasing Applications & ROI

Discover how we leveraged HubSpot to reduce cost per application, increase checking account sign-ups, and improve marketing ROI for Argent Credit Union. Read more.

Driving More Loan Applications

Driving More Loan Applications

Learn how Tyndall Credit Union used HubSpot to increase personal loan applications, improve marketing attribution, and boost overall campaign performance. Read more.

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Enhancing Engagement & ROI

Explore how TVFCU leveraged HubSpot to improve marketing efficiency, generate more qualified leads, and drive higher engagement with members. Read more.

Why Choose WebStrategies for HubSpot?

As a HubSpot Diamond Partner and accredited onboarding expert, we’ve helped over 100 credit unions streamline marketing, improve member engagement, and drive long-term growth.

Our proven process and expertise in data integration ensure a seamless HubSpot implementation that delivers lasting impact across your organization.

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testimonial-stars

"Going with WebStrategies for our HubSpot implementation was a game-changer. Their understanding of our needs translated into a seamless integration that exceeded expectations. From planning to problem-solving, their team ensured a smooth process every step of the way. Not only did they fulfill our requirements, but they also provided invaluable industry insights and ongoing support."

A. Ferrer - Tyndall Federal Credit Union

See HubSpot in Action

Exclusive Demo for Credit Unions

Discover how credit unions use HubSpot to streamline their CRM, optimize marketing, and drive more member engagement. Our tailored demo showcases real success stories and proven strategies to boost your results.

Schedule your demo today and see how WebStrategies can help you boost your ROI with HubSpot.

testimonial-stars

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 WebStrategies!

Russell Domingo
Digital Experience Manager, Foothill Credit Union

Credit Union Case Study:

Membership Growth and Increased Loan Conversions for Jeanne D'Arc Credit Union

Jeanne D'Arc Credit Union struggled with poor tracking and low conversion rates in their digital marketing. 

They chose HubSpot for its Smart CRM and automation features. They also partnered with WebStrategies to make the most of the HubSpot platform. 

The marketing team wanted to track campaigns better. They aimed to generate more leads at the top of the funnel. They also planned to automate journeys and engage with Indirect Auto Loans to increase the share of wallet. Finally, they focused on following up on abandoned applications.

Wondering how Jeanne D'Arc Credit Union changed its digital presence and got great results?

Read the full case study here

 

5500

Non-members converted to members

Nurtured 28,000 abandoned loan applications resulting in

7%

conversion rate, resulting in 1,900 completed applications.

Over

3500+

people enrolled in a Membership Onboarding Workflow for deposit accounts.


testimonial-stars

"Our use of HubSpot started as a marketing tool and has grown into a powerful solution we use throughout the organization. From marketing automation to managing pipelines, HubSpot has allowed us to streamline processes, align teams, and better serve our members. There is still so much more opportunity."  

Robin Lorenzen - SVP & Chief Marketing Officer,  Jeanne D'Arc Credit Union

You’re in Good Company

HubSpot Onboarding and Implementation Packages for Credit Unions

We will tailor your HubSpot onboarding to your data and integration needs, which will take place over the first three months.

Next is the HubSpot implementation phase. Here, you can choose from three packages. Each package offers different levels of support for your team.

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Step 1
(Duration is 3 Months)

Onboarding

Based on 3 month period. HubSpot version, final project scope and complexity of data integrations may require an additional investment

 
Starts from

$10k /mon (3 month period)

Step 2
(Ongoing - Based on chosen package: Core, Accelerated, High Growth - see below)

Core

Ideal for credit unions needing more strategic consulting with minimal implementation.

 
Starts from

$4k /mon

Accelerated

Perfect for credit unions requiring both consulting and implementation support.

 
Starts from

$5k /mon

High Growth

Designed for credit unions needing comprehensive implementation services.

 
Starts from

$6k /mon

FAQs

Why should credit unions use HubSpot?

HubSpot enables credit unions to centralize marketing, sales, and member engagement in one platform. Its automation, reporting, and CRM capabilities help credit unions attract new members, increase loan applications, and improve communication with existing members.

How does HubSpot integrate with our core banking system?

HubSpot can integrate with many core banking systems. At WebStrategies, we specialize in mapping data flows, ensuring seamless member tracking, and automating processes like lead nurturing and application follow-ups. Our recommended data integration method is via SFTP and Middleware to automate data syncs.

Is our Credit Union ready for a CRM?

Is your customer data stored across many different systems?

Is reporting is a herculean task?

Do you want to improve customer satisfaction?

Do you struggle to prioritize and nurture leads?

If you answered “yes” to any of those questions, then a CRM like HubSpot can help your credit union!

What results have other credit unions seen with HubSpot?

Credit unions working with WebStrategies have achieved lower cost per application, increased member engagement, and improved marketing ROI. For example, Argent Credit Union reduced the cost per application and increased checking account sign-ups by leveraging HubSpot’s automation and reporting tools.

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Useful HubSpot Resources for Credit Unions

We have years of experience with Credit Unions and the financial sector. So, we've created various resources to support your marketing efforts.

Schedule a Meeting to Learn More

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