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Formerly WebStrategies, Inc.

Analytics and Reporting For Credit Unions

Accurately tracking the results of your marketing efforts to calculate ROI and determine what's working best.

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A Credit Union's Guide To Effective Analytics and Reporting

We not only know what it takes to get you the tracking and reporting you need, we have years of experience making it happen.

We will properly install and configure your Tag Manager and Google Analytics accounts and then work with your LOS to configure tracking through to application submission. Whether you use MeridianLink, Origence, Encompass, Clutch, or MortgageBot, we know what it takes to finally get the tracking you need in place.

Analytics and Reporting

The Basics:

Better tracking and reporting ensures your credit union is getting the most bang for your marketing buck. Good data will demystify what is and isn't working and reveal where to invest more. Credit unions who emphasize good reporting and data are the ones who maximize their marketing ROI. If you are unsure of what your marketing investments are accomplishing for your credit union, it's time for better reporting.

Read about tracking loan applications in GA4
Tracking Origence Loan Applications in GA4_ What Credit Union Marketers Need to Know for 2025 (so far!)

Credit Union Analytics and Reporting:

Our Process

A credit union looking to implement better tracking and reporting will require several things. First, Google Tag Manager to better help manage your marketing and tracking codes. Second, a properly configured Google Analytics account that accounts for your website's goals and objectives. Finally, cooperation with your LOS to install the necessary tracking code.

We not only know what it takes to get you the tracking and reporting you need, we have years of experience making it happen.

We will properly install and configure your Tag Manager and Google Analytics accounts and then work with your LOS to configure tracking through to application submission.

Whether you use MeridianLink, Origence, Encompass, Clutch, or MortgageBot, we know what it takes to finally get the tracking you need in place.

Measuring Metrics

The days of only reporting impressions and clicks are over. To maximize marketing ROI, credit unions now need to track applications submitted by marketing channel and cost per application by marketing channel. Only then can a credit union ensure their marketing spend is allocated to the highest impact channels.

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.

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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.

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Argent 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.

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Foothill Credit Union

Foothill Credit Union enhances member engagement through HubSpot's automated workflows and data integration, resulting in increased applications and personalized communication.

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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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