Signals from the Field

After covering the most frequently asked questions in Part 1, this post dives into deeper use cases and often overlooked capabilities in HubSpot that credit unions can take advantage of.

Many credit unions are exploring HubSpot to modernize their marketing, enhance member experiences, and unify siloed data. So naturally, there will be lot of questions, especially around integration, tracking, and security. 

We’ve gathered the most frequently asked questions from real conversations with credit unions and our HubSpot implementation team.

We update this post every month for the most current list of conferences.

Credit Union conferences are a great way to learn, be inspired, and connect with industry leaders and innovators. We always come away reinvigorated with ideas for helping our clients grow.

Have you ever been in a meeting where industry jargon started flying around, and you wished for a translator? Whether you're a credit union employee navigating complex financial terms or in marketing trying to understand your client's world, it can sometimes feel like learning a foreign language. This glossary of financial institution terms is here to help!

At WebStrategies, we understand the challenges credit unions face in staying competitive in today's digital landscape. HubSpot offers a comprehensive solution to many of these challenges, but we know that securing budget approval can be a daunting task.

This guide will help you navigate the process of proposing HubSpot during your strategic planning discussions and ultimately gain that crucial budget sign-off.

As a credit union, safeguarding your members' sensitive financial information is a top priority. HubSpot recently announced significant updates to its compliance offerings that cater to financial institutions like credit unions' unique requirements. 

Let’s dive into how this help credit unions:

When implementing HubSpot at your credit union, it's easy to think it is primarily a marketing tool.

However, involving other departments early in the process is crucial to truly maximize HubSpot's value. This article will explore which departments you should engage in and why their early involvement is significant.

We regularly update this article with the latest information pertaining to Digital Marketing Budgets for Credit Unions.

Last update: November 2023 

Social media advertising for credit unions has changed quite a bit over the past few years. Finding and converting your target audience on Facebook or Instagram at one point felt akin to shooting fish in a barrel; not only could advertisers tap into the demographic attributes and on-platform interests and behaviors provided directly by users, but Facebook’s partnerships with third-party data providers allowed advertisers even more opportunities to target exactly the right person with the right message.