How to Use HubSpot to Improve Member Retention Rates at your Credit Union [Video]

Member retention is a big challenge for credit unions. The key to success is making personalized and proactive experiences for members. HubSpot offers strong tools so Credit unions can use data, automation, and member engagement to boost retention. Here’s how.

Integrating Core Banking Data for Personalization

The foundation of an effective member retention strategy is access to data. By integrating your core banking system with HubSpot, you can gain insights into:

• Member accounts and financial products

• Transaction behaviors

• Engagement with credit union services

This data helps you create unique experiences for each member. This way, they get the support they need when it matters most.

Onboarding Workflows That Adapt to Members’ Needs

A strong onboarding process is essential for member retention. Instead of a one-size-fits-all approach, credit unions can use HubSpot to create dynamic workflows based on:

• The products and services a new member has selected.

• Whether they have set up direct deposits or automatic loan payments.

• Their engagement with online banking and …