The Challenge
How do you empower employees to create their own workflows?
Foothill Credit Union selected HubSpot for its robust customization options and seamless data integration capabilities. With WebStrategies' expertise, HubSpot provided a platform that met the credit union's complex automation and data needs. The ability to control workflows internally, without relying on an IT department or third-party, was a game changer.
41%
Open Rate
8,030 personalized onboarding emails sent across three workflows to new members in 11 months
16%
Conversion Rate
for 1,152 emails delivered from 5 abandoned application workflows over a 6-month period
Solutions Implemented
Centralized Data Integration
Integrated the credit union’s core system with HubSpot via middleware (Skyvia) for daily data imports and real-time onboarding.
New Member Onboarding
Developed three workflows based on membership types (Business Development, Indirect Lending, Walk-In/Digital Members).
Abandoned Application Nurturing
Automated follow-ups for five key products: membership, credit cards, personal loans, auto loans, and home equity lines of credit.
Product-Specific Onboarding
Created tailored workflows for onboarding specific products, enhancing messaging for services like checking accounts and credit cards.
Auto Loan Campaigns
Implemented workflows to recapture members nearing loan end terms for renewals.
Credit Card Points Management
Set up reminders for points expiration to help members maximize benefits.
Cross-Sell and Retargeting Campaigns
Configured tracking and personalized emails to retarget members by product interest, increasing conversion rates.
Partnering with an expert like WebStrategies to manage the powerful Hubspot platform allowed us to do what we have been envisioning before but cannot 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 WS!
—Russell Domingo
Digital Marketing Manager, Foothill Credit Union
Why WebStrategies & HubSpot
Foothill Credit Union transformed its marketing operations with HubSpot. With the help of WebStrategies, the platform enabled a seamless data flow, centralized campaign management, and highly personalized member engagement through automated workflows. Members now receive timely, relevant communication tailored to their financial journeys, resulting in increased applications, deeper engagement, and improved operational efficiency.
Interested in learning more? Contact us today to see how WebStrategies can transform your credit union's digital marketing.
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