Signals from the Field

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.

When you first start using HubSpot at your credit union, it's important to get some early wins.

Quick win campaigns demonstrate the value of HubSpot, build confidence in the platform, and generate momentum for future efforts.

In this post, we'll explore two high-impact quick win campaigns you can run in HubSpot in your first 6 months, as well as some additional quick win ideas.

Data is the lifeblood of a successful HubSpot implementation. The rich data HubSpot provides powers personalization, segmentation, and ROI tracking - essential for effective credit union marketing. But to get the most out of HubSpot, you need to make some key decisions about your data upfront.

In this post, we'll explore the critical data decisions you need to make when implementing HubSpot at your credit union.

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.

Implementing new software like HubSpot at your credit union can be a game-changer for your marketing efforts, but laying the groundwork for success is crucial. 

Preparation ensures your HubSpot implementation is smooth, efficient, and effective. In this post, we'll explore the steps you should take in the first 6 months to set your credit union up for success with HubSpot.

You think your website is attracting a fair amount of traffic—but is it truly performing as well as you believe? Are you above or under the industry average? We know that every marketer wants accurate analysis, so let's dive into the data and help you assess your website traffic with confidence.

In 2019, we published part two of WebStrategies’ annual benchmark report blog series to discuss the average bounce rate for credit union websites. However, this metric means something totally different in GA4 than what it was in UA.