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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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HubSpot for Credit Unions: Smarter Marketing. Stronger Member Growth.

Seamless Onboarding. Better Insights. More Members.

Struggling to track marketing performance, recover lost applications or boost member engagement? HubSpot helps credit unions unify marketing, sales, and service by driving applications, increasing conversions, and enhancing the member experience.

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

Schedule a Call

Achieve Exceptional Results with Geear and HubSpot

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Streamlining Member Growth

See how HubSpot helped Foothill Credit Union improve marketing efficiency, drive new memberships, and enhance reporting for better decision-making.

Increasing Applications & ROI

Discover how we leveraged HubSpot to reduce cost per application, increase checking account sign-ups, and improve marketing ROI for Argent Credit Union.

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Driving More Loan Applications

Learn how Tyndall Credit Union used HubSpot to increase personal loan applications, improve marketing attribution, and boost overall campaign performance.

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Connecting with Customers

Explore how TVFCU leveraged HubSpot to improve marketing efficiency, generate more qualified leads, and drive higher engagement with members.

We Bring HubSpot and your Systems Together

We understand the unique systems that credit unions rely on, and we know how to integrate them with HubSpot so they work seamlessly for you. Here is a snapshot of the many platforms we’ve integrated, but it’s by no means exhaustive. If you don’t see your system here, reach out, chances are we can make it happen.

Accenture

Access Softek

Blend

Bottomline

Calyx

Clutch

CRIF

CUDL/Origence

CUMA

Dark Matter

Decision Assist

DocuSign

Encompass

FiServe

FirstClose

Fivision

Homeowners Advantage

InstantLender

Lending360

Member First

Members Advantage

Meridian Link Systems

Mortgage Bot

Mortgage Web Center

Mortgage Click

Mortgage Hippo

MWSS

NetIt (Fiserve)

Nexus

SWBC

Symapp

TCI

Terafina

True Home Solutions

Velocity

and more...

Since partnering with Geear/WebStrategies within 3 months, our data infrastructure has been completely overhauled, operational workflows have been streamlined for maximum efficiency, along with cleaning up our data, and our marketing efforts have been fully automated. Despite the challenges posed by our systems, the FI sector, Geear found innovative solutions to seamlessly integrate multiple data sources through a cloud-based API, ensuring a successful launch of HubSpot in simply 3 months.
— Jason Newman
Vice President of Marketing, Tyndall FCU
Partnering with an expert like Geear/WebStrategies to manage the powerful HubSpot platform allowed us to do what we have been envisioning before but could not due to our antiquated and restrictive system. With HubSpot, we now offer personalized and automated messaging that meets our objectives - opening new membership, driving loan growth, and product adoption. It's like having another marketing person who loves what they do. Kudos Geear!
— Russell Domingo
Digital Experience Manager, Foothill Credit Union
Our use of HubSpot started as a marketing tool and has grown into a powerful solution we use throughout the organization. From marketing automation to managing pipelines, HubSpot has allowed us to streamline processes, align teams, and better serve our members. There is still so much more opportunity.
— Robin Lorenzen
Jeanne D’Arc CU
After two years of working in HubSpot solely in-house, we made the decision to seek out help from Geear/WebStrategies. I am happy to share that the results were nothing short of excellent - they have truly helped us elevate our digital marketing efforts within HubSpot. Their expertise within HubSpot, in particularly within the credit union space, has been extremely helpful to our overall strategic marketing plan. They've taken the time to understand our credit union's unique needs, goals, and target audience to ensure a tailored approach to our efforts.
— Nicole Wisdom
Marketing Manager, BluCurrent CU
Hubspot Marketing Hub, paired with the expertise provided in a partnership with Geear/WebStrategies, has been a phenomenal tool added to our toolbox. They make it easy to create beautiful, branded templates and campaigns. It’s also simple to review campaign success and email health. And the automated workflows crafted and launched by Geear/WebStrategies enable us to stay in contact with members and prospective members without lifting a finger. Once the automation is set up, you can enjoy the fruits of new accounts and memberships without further effort. In a world that is embracing AI and RPA, Geear/WebStrategies use of Hubspot lets you safely and effectively embark on automated adventures to the benefit of your members, employees, and credit union.
— Kim Gunter
Vice President Marketing, Tennessee Valley FCU

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 credit unions needing more strategic consulting with minimal implementation.

Starts from
$4.9k/month

Accelerated

Perfect for credit unions requiring both consulting and implementation support.

Starts from
$6.5k/month

High Growth

Designed for credit unions needing comprehensive implementation services.

Starts from
$8.4k/month

Data Integration

Proven experience with 35+ credit union 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 credit unions use HubSpot?: HubSpot enables credit unions to centralize marketing, sales, and member engagement in one platform. Its automation, reporting, and CRM capabilities help credit unions attract new members, increase loan applications, and improve communication with existing members.
How does HubSpot integrate with our core banking system?: HubSpot can integrate with many core banking systems. At WebStrategies, we specialize in mapping data flows, ensuring seamless member tracking, and automating processes like lead nurturing and application follow-ups. Our recommended data integration method is via SFTP and Middleware to automate data syncs.
Is our Credit Union 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 credit union!
What results have other credit unions seen with HubSpot?: Credit unions working with Geear have achieved lower cost per application, increased member engagement, and improved marketing ROI. For example, Argent Credit Union reduced the cost per application and increased checking account sign-ups by leveraging HubSpot’s automation and reporting tools.

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 credit union 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 credit unions that are already using HubSpot but aren't seeing a return. Whether it's disjointed member 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 marketing strategy with HubSpot’s most powerful features to boost applications, improve engagement, and grow your member base.

Membership Growth and Increased Loan Conversions for Jeanne D'Arc Credit Union

Jeanne D'Arc Credit Union struggled with poor tracking and low conversion rates in their digital marketing. They chose HubSpot for its Smart CRM and automation features and partnered with Geear to maximize the platform. Read Full Case Study Here.

Their goals included:

Better campaign tracking
More top-of-funnel leads
Automated journeys
Engagement for Indirect Auto Loans
Recovering abandoned applications

Resources

Useful HubSpot Resources for Credit Unions

We've created various resources to support your credit union's marketing efforts:

Why HubSpot & What Was Achieved?

See how three different CUs succeeded with HubSpot

Turn Passive Interactions Into Engagement

Learn how HubSpot helps grow credit union memberships

Can HubSpot Integrate with Credit Union Systems?

Alix explains integrations and compatibility

9 Essential Questions Answered

Alix covers implementation, data, and member management

Beneficial Workflows for all Credit Unions

Proven workflow strategies we’ve implemented

Data Security when Integrating with HubSpot

Brandon shares best practices for secure data use