Marketing Automation For Credit Unions
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Marketing Automation
The Basics:
Marketing automation is especially effective for credit unions due to their number of members, multiple product offerings, and wealth of membership data that can assist in tailoring product and service offerings. More robust platforms, such as HubSpot, our preferred marketing automation tool, are particularly effective in streamlining and improving credit unions' marketing and sales efforts.
While marketing automation is a strong match for credit unions, few are implementing the appropriate systems and strategies the way larger financial services competitors are. This is directly impacting the membership experience in ways that could cost these financial services providers in the long run.
TVFCU: Marketing Automation Case Study
Many credit unions turn to us when seeking a HubSpot agency, as we are a HubSpot partner with extensive experience in credit union marketing. While we primarily use and recommend HubSpot, we have used a variety of marketing automation platforms and will work with you to determine what's best for your credit union. We recognize that credit unions may have other systems and tools that a marketing automation platform needs to integrate with, and we can help facilitate that integration so that data is updated seamlessly without manual work.
Our team will take the time to understand your unique goals, current systems and processes, and product offerings, so our services can be tailored to your credit union's needs.
Marketing Automation
For Auto Loan Applications:
Our team can implement marketing automation processes to help you achieve your goals for auto loan applications. We can, for instance, develop email sequences that will automatically send when prospective applicants take specific actions such as visiting specific website pages related to auto loans.
These triggers might also include leaving an online auto loan application incomplete or submitting an inquiry regarding your credit union’s auto financing options. The resulting workflow will encourage the credit union member to learn more about your offerings and consider moving forward with a loan application through a series of emails.
For Credit Cards:
Marketing automation can be a powerful tool to increase the number of credit card applications you receive and to boost current cardholders’ usage. For example, if a current member has a card they haven’t used in over a year, we can trigger automatic emails that will remind them of the numerous benefits they are missing out on.
Promoting your credit cards and related special offers to members who do not have a credit card with you is another clear way that HubSpot or another automation tool can help you reach your goals.
Measuring Metrics
Measuring the impact of credit union marketing automation can be done in several ways, depending on the specific campaign, audience, and purpose.
In some cases, we measure the applications generated; in others, we look at the increasing share of wallet, or assess the time saved by credit union employees. Let us help you determine which metrics are most important in your case.
We look forward to exploring how marketing automation can help your credit union enhance ROI, generate more leads, and improve the member experience. Let's chat about how automation can benefit your credit union.
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Our Work
Credit Union Marketing Case Studies
We've been working with companies for over 20 years to help them navigate an ever-growing digital marketing landscape.
Arbor Financial Credit Union
Geear achieved a huge cost-saving for this credit union's advertising campaigns and a consistent flow of new, organic traffic.
Learn MoreArgent Credit Union
Argent Credit Union enhanced member growth through an automated HubSpot referral campaign, streamlining marketing efforts and reducing manual processes while achieving high engagement and low acquisition costs.
Learn MoreFoothill Credit Union
Foothill Credit Union enhances member engagement through HubSpot's automated workflows and data integration, resulting in increased applications and personalized communication.
Learn More
No Contracts.
Choosing Geear as your credit union marketing agency doesn't mean signing a 12-month contract. If you're not happy, you walk away without any financial penalty. We only want to work with people who want to work with us.
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