HubSpot for Credit Unions
Powered by Nook, a CUSO
As a Credit Union Service Organization (CUSO) and certified HubSpot Solutions Partner, Nook can offer credit unions an integrated, seamless experience to improve operational efficiency and overall member satisfaction.
With our in-depth understanding of both HubSpot's powerful tools and the unique needs of credit unions, we tailor our services to drive real results. Whether you're looking to automate marketing, optimize CRM systems, or improve analytics, Nook is here to help you unlock your full potential.
What is HubSpot?
HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers.
Security, Privacy, and Control
With HubSpot’s end-to-end approach to data security, privacy, and control, each product includes tools that empower your teams to achieve compliance with confidence and security infrastructure that keeps your data safe.
Crafted, not Cobbled
When your tools are cobbled together without a solid foundation, each tool has a different standard for security or protocols for controlling data. Too much data spread across systems leaves gaps and cracks.
HubSpot is crafted, not cobbled.
Our product team takes a forward-thinking approach to privacy and security with the “Mainsail”, a framework for building a secure, reliable, and consumer-grade product. HubSpot doesn’t build anything new unless they are meeting the security and privacy standards we’ve laid out.
Secure by Design
The core tenets of HubSpot’s security program are to safeguard customer data and to maintain customer trust.
HubSpot uses a defense-in-depth approach to implement layers of security throughout our organization. HubSpot is passionate about defining new security controls and continuously refining existing ones.
HubSpot's security program is driven not only by compliance and regulatory requirements, but also by industry best practices like the OWASP Top 10 and the CIS Critical Security Controls and threat intelligence.
Data and Privacy
Whether you’re using HubSpot products that are free or paid, feature-rich or lightweight, HubSpot works hard to maintain the privacy of data you entrust with HubSpot.
Data you store in HubSpot products is yours -- HubSpot's security program was put in place to protect it, and use it only as permitted in HubSpot's Customer Terms of Service and Privacy Policy. HubSpot never shares your data across customers and never sells it.
Compliance with Confidence
Whether it’s GDPR or a similar local regulation, it’s more important than ever that your teams be mindful of data privacy.
With product features such as “GDPR delete” that permanently deletes record data, “lawful basis to communicate” consent tracking, subscription settings, and cookie tracking consent banners that are customizable across regions -- HubSpot makes it easier than ever to comply with GDPR and similar regulations.
Credit Union Expertise
Proven Results
End-to-End Support
Certified Partner
Exclusive Discounts
Collaborative Resources
Long-Term Partnership
Our Services
Nook offers a unique combination of deep expertise in both HubSpot tools and the credit union industry. We understand the specific challenges and opportunities credit unions face, allowing us to deliver tailored solutions that maximize member engagement and operational efficiency. As a HubSpot Solutions Partner, we don’t just implement technology—we provide ongoing support and strategic guidance to ensure you achieve measurable results. With a proven track record of success and a commitment to personalized service, Nook is the partner you can trust to help your credit union grow and thrive.
Implementation
Customize HubSpot CRM for seamless member management
Custom CRM Setup: Tailored HubSpot CRM configuration for credit union workflows.
Data Migration: Seamless transfer of member and marketing data into HubSpot.
Integrations: Connect HubSpot with other essential tools.
Ongoing Support: Post-implementation assistance to ensure smooth operations.
Outsourced Marketing
Automate and streamline your campaigns
Full Campaign Management: Design, execute, and manage marketing campaigns on your behalf.
Content Creation: Develop email templates, blogs, landing pages, and more aligned with your brand.
Marketing Automation: Set up workflows for lead nurturing, member outreach, and retention.
Email Marketing Services: Create and manage effective email campaigns to engage members.
Analytics & Reporting
Track member activity and campaign performance
Custom Dashboards: Set up dashboards to track KPIs relevant to your credit union.
Member Behavior Analysis: Insights into member actions, interests, and trends.
Lead Tracking: Monitor how leads move through the sales funnel and convert into members.
Regular Reports: Scheduled delivery of analytics reports with recommendations for improvements.
Support & Maintenance
Assistance available whenever you need it
Dedicated Account Manager: A single point of contact to guide your team through HubSpot tools and strategies.
Regular Check-ins: Ongoing consultations to review progress and optimize processes.
Troubleshooting & Issue Resolution: Fast, effective solutions to any technical difficulties or challenges you encounter.
Household Names Trust HubSpot
HubSpot offers ultimate security, reliability, performance, usability, and value.
It is trusted by growing mid-market B2B companies, enterprise brands, high-growth unicorns, B2C brands, and many others.
HubSpot Quick Stats
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HubSpot is trusted by over 228,000 customers in over 135 different countries.
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Ways to connect your tools.
reports voted HubSpot #1
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Uptime
If you are contemplating HubSpot as your CRM, stop thinking about it and do it. We were a Salesforce-heavy organization and recently made the switch to HubSpot’s Sales Hub Enterprise. It’s an out-of-the-box solution that’s easy to use and intuitive, while also offering powerful automation tools and robust reporting. With HubSpot, we can see the complete lifecycle of a customer from lead to close, and our teams can own the customizations needed to get their job done. We have had 100% user adoption and couldn’t be happier.
Cassy Rubis
Marketing Director | Zoom
We chose HubSpot as our marketing automation system because our team was scaling quickly, and it's intuitive and easy to integrate HubSpot with our data and marketing tech stack. Using HubSpot with Netlify to run our web infrastructure is a highly performant and powerful combination.
Lauren Snell
VP of Marketing | Netlify
As the global leader in online social fundraising, GoFundMe Charity helps nonprofits raise funds for important causes. Sales Hub Enterprise has allowed our team to reduce the volume of manual work in their roles, automate the onboarding experience for our new platform users, and dedicate more time to understanding the needs of the nonprofits we serve. The reporting tools are powerful, and help us make informed decisions to increasingly provide value to our nonprofits.
Navin Watumull
Senior Product Marketing Manager | GoFundMe Charity