Case Study: Wellby Financial recovers $17M in revenue with GreenHouse Agency’s HubSpot and MeridianLink integration

Wellby Financial recovers $17M in revenue with GreenHouse Agency

Wellby Financial, a credit union based in Texas, faced significant challenges with its online application process, including an 85% abandonment rate for loan and deposit applications and an inability to track marketing ROI. Without a centralized CRM, they had no way to follow up on abandoned applications or attribute revenue to specific campaigns. To solve this, they engaged GreenHouse Agency.

GreenHouse Agency implemented a custom integration between the credit union's MeridianLink system and HubSpot. This solution provided real-time application status updates, automated nurture emails for abandoned applications, and precise revenue attribution. As a result, Wellby Financial recovered $17 million in revenue over ten months and gained the ability to track key performance metrics by channel and campaign, dramatically boosting their marketing ROI and operational efficiency.

Wellby Financial