WebStrategies, Inc.

Will we see you at the America's Credit Unions Marketing & BD Conference? If so,?we would love to invite you to our event in partnership with HubSpot. To find out more details visit the link below: https://lnkd.in/e6_EfyQ7

How Can #HubSpot Improve Member Retention in #CreditUnions? Retaining members is a top priority for credit unions, and the key lies in personalization and proactive engagement. In this video, Brandon Frey breaks down how integrating your core banking system with HubSpot allows you to: ? Automate personalized onboarding workflows ? Track key member behaviors and trigger proactive outreach ? Use surveys to gather feedback and improve the member experience ? Identify financial behavior shifts that may signal churn #CreditUnions #MemberRetention #HubSpot #MarketingAutomation

If you're a #creditunion marketer using HubSpot Forms, tracking submissions accurately is essential, whether for loan applications, membership inquiries, or B2B leads. However, setting up tracking for every form individually can be time-consuming. Brian Laffey shares why you should use #GoogleTagManager (GTM) for HubSpot form tracking. ? Quick setup: One GTM container tracks all forms automatically. ? Centralized reporting: View submissions in GA4, Looker Studio, or any analytics tool. ? Time-saving: No need to create separate events for each form. Read the full article to see a step-by-step walkthrough. Need help implementing this? Feel free to reach out to the team by commenting below.

At WebStrategies, Inc., we are turning our “One Box” goal into reality. We are building an AI-powered knowledge assistant. This tool will help cut down time spent searching for information. Imagine one search box where you can ask without delay: ? What were the key takeaways from our last client meeting? ? What are the last 4 NPS scores for Client B? ? Who is out of the office today? Now, our team gets answers in seconds. No more clicking through Slack, Teamwork, Google Drive, or Gong recordings. We’re testing this AI-powered assistant to integrate: - Internal policies and benefits - Client project data and meeting insights - Team communication and knowledge sources Why this matters: ?? Huge time savings for our team. ?? More focus on strategic work instead of searching for information. ?? Better knowledge sharing across departments Chris Leone, our CEO, shared his thoughts on how this will change our operations. Take a look at his post here ?? https://lnkd.in/e6FtAp7N We’re eager to refine this further and would love to hear how you use AI to streamline internal processes. #AIinBusiness #KnowledgeManagement #AIProductivity #AIForwardAgency

?? Google's AI is reshaping how people discover credit unions. Over the last 6 months, we tracked 50 credit union-related keywords and found that 40% of searches now trigger AI Overviews—concise summaries at the top of search results. ?? What’s inside this scrollable breakdown: - The rise of AI Overviews in credit union searches - Why every “Credit Union vs. Bank” search triggers an AI snapshot - The content types most likely to get featured - How to optimize your credit union’s visibility in this new landscape ?? AI-driven search is changing the game. If your credit union isn’t adapting, your visibility could take a hit. ?? Swipe through the PDF to see the full breakdown.

HubSpot just keeps getting better, and credit unions need to stay ahead of the game! We’re kicking off a new video series covering the latest HubSpot updates and betas that credit unions should know about. ?? In this week’s video, Caroline Hall Prettyman walks through 5 key updates that can make a big impact: ? Set marketing contact status in deal-based workflows (no more workarounds!) ?? Anniversary-based filters to automate member engagement (Public Beta) ? AI-powered email translations to better connect with multilingual audiences (Public Beta) ?? Breeze AI’s "Ask Breeze" for workflow automation (Public Beta) ?? Breeze summarize CRM records to get quick insights into member interactions If your credit union uses HubSpot, these updates can help streamline your marketing and member engagement. Watch the video to see them in action! What update are you most excited about? Let us know in the comments! ?? #CreditUnionMarketing #HubSpot #MarketingAutomation #MarketingTech #DigitalMarketing

?? Credit Unions: Automate Member Engagement with HubSpot’s New Anniversary Filters - Jacob Gordon shared his find! Tracking birthdays, membership anniversaries, and renewal reminders in HubSpot used to be a hassle. It required manual workarounds, extra properties, or complex calculations. Now, HubSpot’s Anniversary Filters Beta makes it simple. ?? You can filter for recurring dates without needing a specific year. Why this matters for credit unions: - Engagement campaigns – Celebrate membership milestones ?? - Loan renewal reminders – Automate follow-ups ?? - Personalized messaging – Strengthen member relationships ?? BEFORE, sending an annual email required adjusting lists or creating extra properties. NOW, just select a date property and apply an anniversary filter operator like: ? Exact Anniversary Date ? Relative Date Anniversary ? Is between X dates (regardless of year) ?? Bonus: Even members with a February 29th anniversary are included in non-leap years. How to enable the beta in HubSpot: 1?? Click your profile icon (top-right) 2?? Go to Product Updates 3?? Search for ‘Anniversary Filters’ 4?? Click ‘Join Beta’ Would this make your member engagement easier? Let me know in the comments or send a message.

?? Huge congrats to Kimberly Richey for completing the AI Certification Course from Marketing AI Institute! ?? Love seeing our team take AI learning seriously. AI isn’t just a trend for us—it’s a priority. We’re constantly testing, learning, and finding new ways to use AI to drive better results for our clients. Which is also very much encouraged by our CEO Chris Leone. We launched AI & Agents in Action, where our team shares real ways they’re using AI in their roles. We’re building an AI-Forward Agency, and it’s exciting to see the team leading the charge. More to come! ?? #AIForward #MarketingInnovation #AIinMarketing #WebStrategies #DigitalMarketing

Lately, there’s been growing discussion around #trackingpixels and their role in data privacy. Some articles have raised concerns about their use, but it’s important to separate fact from misconception. Tracking pixels are not inherently bad—when used responsibly, they help #creditunions measure engagement, improve the online experience, and ensure marketing dollars are being spent wisely. ? What Tracking Pixels Do: - Provide anonymized insights into website traffic and campaign performance - Help optimize the digital experience for members - Operate within strict compliance frameworks when used from trusted providers like Google, HubSpot, Meta, Microsoft, and LinkedIn ?? What They Don’t Do: - Collect personally identifiable financial information - Violate consumer privacy when used properly - Introduce security risks when implemented correctly Privacy is a top priority, and responsible tracking ensures compliance with regulations like GLBA while enabling effective marketing. If you're unsure about how tracking pixels fit within your credit union’s privacy policies, we're happy to help break it down. ?? Read our latest article to learn more about how different platforms handle data #CreditUnionMarketing #DataPrivacy #TrackingPixels #DigitalMarketing #MarketingCompliance

?? Did you know that 40% of credit union-related searches now feature Google's AI Overview? And here's what's even more interesting: EVERY single "Credit Union vs. Bank" comparison triggers one of these AI snapshots. Over the past 6 months, we've analyzed 50 credit union-related keywords to understand how Google's AI is reshaping search results - and what it means for your credit union's visibility. In this article, Nick D'Amato breaks down: ?? The types of content most likely to appear in AI Overviews ??Why comprehensive content is more crucial than ever ??How to optimize your content for these new search features ??What the data reveals about getting your credit union featured Whether you're leading marketing strategy or steering your credit union's digital presence, these insights will help you adapt to the changing search landscape. #CreditUnions #DigitalMarketing #GoogleAI #FinancialServices #SEO