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Formerly WebStrategies Inc

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

with HubSpot's Automated CRM Solutions.

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jeanne-darc-cu

The Challenge

Jeanne D’Arc chose HubSpot for its Smart CRM and comprehensive automation tools. The marketing team aimed for better tracking of campaigns, lead generation higher in the funnel, automated journeys, engagement for Indirect Auto Loans to boost Share of Wallet, and follow-up on abandoned applications.

Manual Data Management

Jeanne D’Arc Credit Union relied on IT for segmented member lists, causing delays and limiting marketing flexibility.

Disconnected Campaigns

Marketing efforts were fragmented across different platforms, hindering effective tracking of membership growth and campaign performance.

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Lack of Automation

The credit union had few automated processes, leading to missed personalized follow-ups for new members and loan applicants.

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Outcomes

How did we do?

Jeanne D’Arc Credit Union enhanced its member engagement by using HubSpot’s CRM, Sales and marketing automation tools.

22,000

Leads Generated

with 5500 leads becoming members. 400 new members acquired with 9645 leads enrolled through a lead nurturing workflow

28,000

abandoned applications nurtured

with 7% conversion rate, resulting in 1,900 completed applications

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.

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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

SVP & Chief Marketing Officer, Jeanne D'Arc Credit Union

Why WebStrategies & HubSpot

Jeanne D’Arc Credit Union's success highlights how WebStrategies and HubSpot’s CRM solutions can modernize and streamline financial institutions. By eliminating manual inefficiencies and improving data-driven decision-making, credit unions can achieve greater efficiency, member engagement, and long-term growth.

Interested in learning more? 

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