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5 Essential HubSpot Updates for Credit Unions - March - Part 1

5 Essential HubSpot Updates for Credit Unions - March - Part 1

5 Essential HubSpot Updates for Credit Unions - March - Part 1

HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently.

Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations. 

Let’s dive in! 

Caroline Prettyman

Caroline Prettyman

4 Mar 2025

Automate Member Anniversary & Birthday Emails with HubSpot’s New Filters

Automate Member Anniversary & Birthday Emails with HubSpot’s New Filters

Automate Member Anniversary & Birthday Emails with HubSpot’s New Filters

For credit unions looking to streamline their member engagement, HubSpot’s latest update—the Anniversary Filters Beta—introduces a great feature for automating recurring events like birthdays and anniversaries.

If your credit union isn’t already pulling in “Next Birth Date” as a field, this update offers a simpler way to manage these important dates.

Jacob Gordon

Jacob Gordon

25 Feb 2025

What Credit Unions Should Know About Marketing Tracking Pixels & Data Privacy

What Credit Unions Should Know About Marketing Tracking Pixels & Data Privacy

What Credit Unions Should Know About Marketing Tracking Pixels & Data Privacy

Understanding Tracking Pixels and Data Privacy

Data privacy is a growing concern in the credit union world, and rightfully so. Recently, some articles have raised alarms about tracking pixels, painting them as a security risk or a privacy threat. While it’s true that some tracking technologies have been misused, it’s important to distinguish legitimate concerns from misconceptions—and to recognize that responsible use of tracking pixels is both safe and necessary for a credit union's digital marketing efforts.

Chris Leone

Chris Leone

20 Feb 2025

Google’s AI Overview for Credit Unions – Trends, Insights, and Winning Strategies

Google’s AI Overview for Credit Unions – Trends, Insights, and Winning Strategies

Google’s AI Overview for Credit Unions – Trends, Insights, and Winning Strategies

In recent months, Google has rolled out an AI-powered overview feature directly in search results. This addition to the SERPs (Search Engine Results Pages) is designed to provide quick, concise answers to user queries. 

But how does it impact credit unions specifically—and what can you do to ensure your site appears in these new results? Below is a summary of what our Inbound Marketing Strategist, Nick D’Amato, has discovered through several months of reviewing Google's AI Overviews for credit unions.

Nick D'Amato

Nick D'Amato

18 Feb 2025

9 Essential Questions About HubSpot and Data Integration for Credit Unions

9 Essential Questions About HubSpot and Data Integration for Credit Unions

9 Essential Questions About HubSpot and Data Integration for Credit Unions

Are you considering HubSpot for your credit union but have questions about implementation, data integration, and member management?

Credit unions across the country are discovering HubSpot's potential to streamline operations and enhance member engagement—but making the transition requires careful planning and expertise.

Below we answer the nine most critical questions credit union leaders ask about HubSpot integration.

From managing household communications to connecting with core banking systems like Jack Henry Synapsys, we'll help you understand what's possible and what to expect. 

Alix Harvey

Alix Harvey

12 Feb 2025

Can HubSpot integrate with your credit union's systems?

Can HubSpot integrate with your credit union's systems?

Can HubSpot integrate with your credit union_s systems_

One of the biggest concerns we hear from Credit Union Marketing teams considering HubSpot is:

💭 “Can HubSpot integrate with our core banking or loan origination system?”

It’s a valid concern. Credit unions rely on core banking systems (CORE), loan origination systems (LOS), and other financial platforms. These are critical to operations. But, they are not always designed for seamless integration with external marketing tools.

The good news? Yes, you can integrate your data into HubSpot. And in this article, we’ll break down how it works, why we recommend our approach, and which systems can connect with HubSpot.

Alix Harvey

Alix Harvey

4 Feb 2025

Credit Unions: Turn Passive Website Visitors into Active Members with HubSpot

Credit Unions: Turn Passive Website Visitors into Active Members with HubSpot

Credit Unions_ Turn Passive Website Visitors into Active Members with HubSpot

Every Credit Union aims to attract new members and serve their existing ones better. But what happens when prospective members visit your website and leave without taking any action?

This scenario—passive engagement—is a common challenge for Credit Unions. It results in lost opportunities.

Caroline Prettyman

Caroline Prettyman

28 Jan 2025

WebStrategies Earns HubSpot Onboarding Accreditation

WebStrategies Earns HubSpot Onboarding Accreditation

WebStrategies Earns HubSpot Onboarding Accreditation

We’re proud to announce that WebStrategies have achieved the HubSpot Onboarding Accreditation!

This recognition isn’t just another badge—it’s a reflection of our team’s dedication to helping clients get up and running with HubSpot in a way that drives real results. From seamless onboarding processes to integrating complex systems, this accreditation highlights the expertise and effort our team brings to every project.

Caroline Prettyman

Caroline Prettyman

28 Jan 2025

Ensuring Data Security When Integrating Financial Platforms with HubSpot

Ensuring Data Security When Integrating Financial Platforms with HubSpot

Ensuring Data Security When Integrating Financial Platforms with HubSpot

Integrating a strong CRM like HubSpot with a credit union's financial systems can boost marketing efforts. However, how can data security be ensured, especially in a highly regulated environment?

Below, we explore how credit unions can confidently integrate HubSpot while maintaining stringent data protection standards.

Brandon Frey

Brandon Frey

21 Jan 2025

2025 Credit Union Conferences You Won't Want to Miss

2025 Credit Union Conferences You Won't Want to Miss

2025 Credit Union Conferences You Won_t Want to Miss

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.

Kristin Harrison

Kristin Harrison

16 Jan 2025

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