Next Best Product: know what to offer every member, every time.
Credit unions have been talking about Next Best Product for years. We built a version that works at the member level, inside HubSpot, and we're offering a free, no-commitment demo to credit unions now.
THE PROBLEM WE HAVE SOLVED
Your team knows which products matter.
The system doesn’t.
When a loan officer or CSR pulls up a member, they’re making a judgment call, usually without a complete picture of what that member already has, what’s maturing, or what your credit union currently needs to grow.
The Next Best Product App for HubSpot closes that gap by scoring and surfacing product recommendations directly inside the member record, in real time.
Rule-based scoring
Recommendations are driven by configurable rules, including product ownership, maturity dates, balances, and LTV.
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Lives in HubSpot
No new tool to log into. Scores and recommendations appear directly on the member record that your team already uses.
Adjustable at any time
If priorities shift, for example, you need more auto loans this quarter, rules can be updated, and scores reflect the change immediately.
How It Works
Your Member data meets your lending priorities, and the right recommendation surfaces automatically.
1 Member & Product Data*
Member information (profile, demographics, account details) and product data (what they hold, open dates, maturity dates) are stored as separate objects. *Your member and product data live in HubSpot.
2 Your Rules
You work with Geear to configure the scoring rules: if a member has a checking account but no auto loan, weigh that recommendation highly. If they hold a mortgage but no home equity product, surface that opportunity. Rules reflect your credit union’s actual priorities.
3 Recommendation:
When a team member opens a member record in HubSpot, they see a scored list of recommended products. The top recommendation is prominently displayed, with secondary options below.
Request a Free Demo
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