Case Study: Tyndall Federal Credit Union achieves automated member data integration and better engagement with WebStrategies and HubSpot

Tyndall Federal Credit Union automates 10 daily data extracts with WebStrategies

Tyndall Federal Credit Union faced challenges with fragmented systems and inefficient workflows, including disconnected data from their CORE banking system and manual processes that hindered efficiency. They partnered with WebStrategies to leverage the HubSpot CRM platform to address these issues and centralize their member data.

WebStrategies implemented an automated data integration solution using an iPaaS middleware to sync daily member data extracts. They created custom pipelines for member journeys and utilized HubSpot's features for personalization at scale. As a result, Tyndall automated 10 daily data extracts and now manages 15 active pipelines within HubSpot, leading to streamlined operational workflows, fully automated marketing efforts, and improved member engagement and reporting.

Tyndall Federal Credit Union