Signals from the Field

Geear is proud to announce that we have successfully completed our SOC 2 Type II examination, validating the effectiveness of our security controls over an extended audit period. This milestone underscores our ongoing commitment to safeguarding information and supporting the compliance expectations of credit unions and community banks we serve. 

Why Geear is Pursuing a SOC 2 Type II Audit

At Geear,  trust is the foundation of every partnership we build. Credit unions and other financial institutions operate in one of the most regulated industries in the world. Their commitment to security and compliance is non-negotiable, and Geear’s must match it. That’s why we’re taking an important step forward.

For credit union marketing teams, one of the biggest barriers to personalized, data-driven engagement with HubSpot isn’t a lack of data; it’s that critical data often lives in multiple systems. 

As HubSpot is a CRM tool, you can integrate all of your member and account data into HubSpot.

So, anytime a new membership is created in your core banking system, it also gets created in HubSpot. This is also the case with accounts. 

Understanding the effectiveness of your digital marketing efforts is critical for credit union marketers. Recently, Origence, one of the leading providers of online loan and account application platforms, introduced a new way to track applications through Google Analytics 4 (GA4). 

This change impacts how you measure member engagement, application completions, and campaign success. From what we have gathered, this impacts applications from Origence's arcDX platform. Here’s what you need to know.

For credit unions using HubSpot, the path to personalized marketing and automated efficiency often begins with one major roadblock: messy data.

Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures. Before you can create smart campaigns, you need clean, structured data that reflects how your members actually engage with your credit union.

In this post, we’ll break down how credit unions can transition from a complex HubSpot setup to a streamlined data model that powers smarter marketing and enhanced member experiences.