Signals from the Field

Members’ inboxes are crowded. From retail promos to community updates, they receive dozens of messages a day.

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. 

Big news for manufacturers and equipment buyers: the One Big Beautiful Bill Act (OBBBA) restored 100% bonus depreciation on capital expenditures. That means if a company installs qualifying equipment in 2025, it can deduct the full cost from this year’s taxes. And here’s the kicker, even purchases installed in 2026 remain fully deductible. 

HubSpot announced nearly 100 new product updates at INBOUND 2025. That’s exciting, but it can also feel overwhelming, especially if you’re leading marketing, sales, or member engagement at a credit union or customer engagement at your community bank.

Measuring the success of a digital ad campaign depends on several factors, including the purpose of the campaign, who you’re trying to reach, and the outcomes you want to influence. But one thing it should not be measured by is whether or not you, personally, are seeing the ads.

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Over time, portals become cluttered with outdated contact records, duplicated properties, and inconsistent information structures.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.

 "How hard can it be to send a happy birthday email?"

That’s what most marketers might think. However, in the world of credit union marketing, where legacy systems, complex member relationships, and intricate data structures prevail, even the simplest automations can become unexpected challenges. 

In this blog post, we’ll walk you through a real-world example of how something as seemingly innocuous as a birthday email exposed hidden data issues, and how we solved them.