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.

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Achieve Exceptional Results with Geear and HubSpot

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.

Driving More Loan Applications

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

Connecting with Customers

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

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
$4k/month

Accelerated

Perfect for credit unions requiring both consulting and implementation support.

Starts from
$5k/month

High Growth

Designed for credit unions needing comprehensive implementation services.

Starts from
$6k/month

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.

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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 WebStrategies 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.

Since partnering with 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, Web Strategies 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 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 WebStrategies!
— 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

Credit Union Case Study

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