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Formerly WebStrategies, Inc.

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The Most Common Pitfalls to Avoid Using HubSpot at Your Credit Union
Discover how our Client Success team leverages HubSpot for marketing success with our Credit Union clients. Learn about the most common mistakes to avoid using HubSpot at your Credit Union
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Industries Served
Laying the Groundwork for HubSpot Success in Your Credit Union
This webinar will delve into the critical first steps for successfully implementing HubSpot within a credit union before you take the plunge and buy. The WebStrategies team will cover the steps to tick off internally to ensure you don't hit roadblocks when we begin onboarding.
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Resources
INBOUND 2025 Recap: Turning HubSpot’s New Features Into Credit Union and Banking Wins
Discover how HubSpot’s newest tools help credit unions and banks boost engagement, personalize experiences, and drive growth.
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HubSpot for Community Banks: Stronger Customers. Smarter Business Growth.

Seamless Onboarding. Sharper Insights. Lasting Growth.

Struggling to track lead generation, prove ROI or boost customer engagement? HubSpot helps community banks unify sales, marketing, and service to capture more leads, strengthen relationships, and enhance the customer experience.

Geear has helped over 100 financial institutions maximize HubSpot to improve efficiency, boost ROI and automate lead nurturing.

Schedule a Call

Step 1

Duration is 3 Months

Onboarding

Based on 3-month period. HubSpot version, final project scope, and complexity of data integrations may require an additional investment.

Starts from
$10k/month (3 month period)

Step 2

Ongoing - Based on chosen package: Core, Accelerated, High Growth

Core

Ideal for community banks needing more strategic consulting with minimal implementation.

Starts from
$4.9k/month

Accelerated

Perfect for community banks requiring both consulting and implementation support.

Starts from
$6.5k/month

High Growth

Designed for community banks needing comprehensive implementation services.

Starts from
$8.4k/month

Data Integration

Proven experience with 35+ FI platforms
Data planning and strategy
Data Mapping to HubSpot properties
Daily Data Imports
Must have access to SFTP environment
A middleware solution is required for intergration
Ongoing monitoring and support
Scalability for future systems and data needs

Starts from $7,495 (one-time investment) per system plus a monthly data management investment

Still got questions?

Frequently Asked Questions

Not sure HubSpot is right for you? Can't find the answer you're looking for? Find a time to talk with our team.

Schedule a Call

Why should community banks use HubSpot?: HubSpot enables community banks to centralize sales, marketing, and customer engagement in one platform. Its automation, reporting, and CRM capabilities help community banks attract new customers, increase commercial lending, and improve communication with existing customers.
How does HubSpot integrate with our core banking system?: HubSpot can integrate with many core banking systems. At Geear, we specialize in mapping data flows, ensuring seamless customer tracking, and automating processes like lead nurturing and follow-ups. Our recommended data integration method is via SFTP and Middleware to automate data syncs.
Is our Community Bank ready for a CRM?: Is your customer data stored across many different systems? Is reporting is a herculean task? Do you want to improve customer satisfaction? Do you struggle to prioritize and nurture leads? If you answered “yes” to any of those questions, then a CRM like HubSpot can help your community bank!
What results have other financial institutions seen with HubSpot?: Financial institutions working with Geear have achieved lower acquisition costs, stronger customer engagement, and improved ROI by using HubSpot’s automation and reporting tools. Whether it’s capturing new leads, streamlining onboarding, or tracking results more effectively, HubSpot helps banks deliver measurable growth.

Already Have HubSpot? Not Seeing Results?

You've invested in HubSpot, but without the right strategy and data integration, it can fall short. Let's fix that.

If your community bank is struggling to unlock HubSpot’s full potential, you’re not alone. Investing in the platform won't guarantee results unless data management and integration is managed correctly.

At Geear, we specialize in helping FIs that are already using HubSpot but aren't seeing a return. Whether it's disjointed customer journeys, poor reporting visibility, or underutilized automation, our team knows how to turn things around.

We don’t just optimize your setup, we align your sales and marketing strategy with HubSpot’s most powerful features to capture more leads, strengthen customer relationships, and drive growth

Lead Generation Success for River Valley Community Bank

River Valley Community Bank wanted a better way to generate new leads while keeping the customer experience personal. Before HubSpot, their options were limited and difficult to manage. With guidance from Geear, they implemented simple but powerful solutions: a “Talk to an Expert” form on their website, automated email workflows, and personalized follow-ups from branch staff. In just the first month, these changes created meaningful new opportunities and positioned RVCB for long-term growth. Read Full Case Study Here.

Their goals included:

Creating a simple, user-friendly way for prospects to connect
Automating follow-up with personalized messaging
Tracking leads and engagement through custom dashboards