Turn relationships into measurable growth.
Through AI-driven automation, data intelligence, and expert marketing execution, we make it easier, faster, and more efficient for credit unions and financial services organizations to connect with their communities.
Solutions and Services
Automation & Intelligence
Harness AI-powered automation to uncover real-time member needs.
Unlock enterprise-level data integration capabilities and deliver personalized, timely, and secure member engagement.
Strategy & Execution Power
Strategic execution with expert guidance and hands-on support.
On-demand access to talent from CMO-level leadership to execution.
Niche Member Experiences
Deliver personalized member experiences that drive loyalty without the cost and complexity of building from scratch.
Create member-centric content and product experiences to engage key segments.
What We Do
We provide a seamless blend of marketing expertise, automation, and industry-driven insights to help our partners:
Automate Smarter
Leverage AI-driven workflows and HubSpot-optimized tools to personalize engagement, centralize data, and drive loyalty.
Execute Faster
Gain access to CMO-level leadership, go-to-market strategists, and marketing execution teams - without the need for a full-time staff.
Engage Deeper
Deliver prebuilt, high-impact vertical member experiences that strengthen relationships without costly custom development.

The major selling point for us is, it worked. Dort Financial began seeing an uplift in products in the 50-plus category."
- Brian Waldron
CEO, Dort Financial Credit Union
No Tech Integration Required

Up and Running in Only 2 Weeks

No Rebranding Required

Minimal Tech Resources Required

Request a Demo
Contact us today to learn more about how you can enhance your member experiences with Nook.
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