How to Simplify Your Credit Union_s Rate Management with HubDB

As a credit union marketing manager, updating loan rates across multiple platforms can feel like a full-time job.

Manual updates eat up valuable time and risk inconsistency between HELOC rates, auto loans, and mortgages. That's where HubDB comes in as a game-changing solution.

What is HubDB?

HubDB is HubSpot's dynamic database tool. It allows you to create and manage data tables that automatically update across all your digital platforms. Think of it as a central command center for your rates and financial product information.

Why Credit Unions should bother considering HubDB:

The traditional approach to rate management often involves:
👎 Manually updating rates on multiple web pages
👎 Coordinating with IT to ensure accuracy
👎 Double-checking every instance where rates appear
👎Rushing to update time-sensitive information

HubDB eliminates these pain points by providing a single source of truth for all your rate information. ✅

Key Benefits for Credit Unions

1. Dynamic Rate Updates
Update your rates once in HubDB, and they automatically refresh everywhere they're displayed
- whether on your website, landing pages, or marketing emails. This eliminates mistakes and saves time!

2. Flexible Integration
The real power of HubDB lies in its versatility:
- Display tables on any webpage, not just HubSpot-hosted pages
- Embed rate information in marketing emails
- Integration via API for custom applications

3. Public Access Capability
With Marketing Enterprise Hub, you can make your HubDB tables publicly accessible, enabling:
- Seamless integration with third-party platforms
- Real-time rate display on partner websites
- API access without authentication requirements

Getting Started with HubDB:

Set Up Your Table

- Create a new HubDB table in your HubSpot portal
- Define columns for rates, terms, and other relevant data
- Input your initial rate information

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Configure Display Settings

- Choose between table and custom layouts
- Style your rate display to match your brand
- Set up dynamic filtering options

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Deploy Across Channels

- Embed your rate table on relevant web pages
- Include dynamic rate information in email templates
- Share API access with authorized partners

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Best Practices:

Establish a regular schedule for rate reviews and updates
Create clear documentation for team members who manage rates
Set up monitoring to ensure proper data synchronization
Keep an audit trail of rate changes for compliance

The Bottom Line:

In today's fast-paced financial environment, credit unions need agile tools that support rapid, accurate rate management. HubDB provides the infrastructure needed to maintain consistency across all channels while saving valuable time and reducing the risk of errors.

Ready to streamline your rate management? HubDB is available to all Marketing Enterprise Hub users, making it an accessible solution for credit unions committed to digital excellence.

To explore how this could benefit your Credit Union, please arrange a call with our team below, who will be delighted to help and provide a demo.

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