Case Study: Foothill Federal Credit Union achieves personalized member engagement with WebStrategies and HubSpot

Foothill Federal Credit Union boosts engagement with WebStrategies, driving 41% open rates

Foothill Federal Credit Union faced challenges with inefficient marketing workflows that required third-party support, a lack of integration with their core system, and no automated member engagement. They partnered with WebStrategies (Geear) to implement the HubSpot platform to overcome these obstacles and empower their team internally.

WebStrategies integrated the credit union's data with HubSpot via middleware and built automated workflows for new member onboarding, abandoned applications, and product-specific campaigns. This solution delivered significant results, including a 41% open rate on onboarding emails and a 16% conversion rate from abandoned application nurturing. The vendor's work enabled Foothill Federal Credit Union to achieve personalized, automated member engagement and drive growth.

Foothill Federal Credit Union