GreenHouse Agency

Break Free from Data Silos and Unlock Seamless Member Experiences For too long, credit union marketing teams have been shackled by data silos and disjointed systems, hindering their ability to deliver truly personalized and impactful member experiences. But what if we told you there's a solution that seamlessly bridges the gap between your core processor and marketing platform, empowering you to unleash the full potential of your data? Introducing our custom data model, tailored specifically for credit unions using HubSpot. This game-changing solution addresses the common data challenges that have long plagued the industry, such as: 🔹 Account-centric core vs. email-centric CRM 🔹 Standard objects vs. custom objects (members, shares and loans) 🔹 Shared or missing email addresses 🔹 Complex householding needs 🔹 BI department dependency for list and report building By integrating your member data into a unified, intelligent data model, you'll gain unprecedented visibility and control over your marketing efforts. Segment your membership with precision, trigger automated campaigns with ease, and unleash the power of personalization like never before. But the benefits extend far beyond marketing. With a 360-degree view of your members, your sales and service teams can deliver truly exceptional experiences, tailored to each individual's unique needs and preferences. No more toggling between multiple systems or hunting for information – it's all at your fingertips, streamlining processes and enhancing member satisfaction. Don't let data silos hold you back any longer. Join us for an exclusive demo and discover how our custom data model can revolutionize the way you engage with your members. Elevate your marketing, sales, and service capabilities, and cement your position as a leader in delivering exceptional member experiences. Book a demo with GreenHouse Agency today, and take the first step towards unlocking the full potential of your credit union's data. #hubspot #marketing #creditunions #data #datamodel #personalization

We’re excited to share our latest video series that guides you through GreenHouse’s game-changing integration between Jack Henry Symitar & HubSpot. Ready to discuss your credit union’s unique integration needs? Book a demo with us today. 📲 #creditunions #integration #data #core #jackhenry #hubspot #finance #solutions

Credit Unions: Tired of the time-consuming process of member data imports? ⏳ Today, we’re sharing how GreenHouse is solving this common challenge – our Jack Henry Symitar and HubSpot integration. This integration is the solution to automating data flow and customizing your marketing automation platform – a way to save time, reduce costs, and gain a better understanding of your members. Ready to personalize your member engagement by seamlessly integrating your banking core with your marketing platform? Contact us to book a demo today. ✉️ #creditunion #marketing #integrations #jackhenry #banking #hubspot #marketingautomation

Credit Unions: Tired of the time-consuming process of member data imports? ⏳ Today, we’re sharing how GreenHouse is solving this common challenge – our Jack Henry Symitar and HubSpot integration. This integration is the solution to automating data flow and customizing your marketing automation platform – a way to save time, reduce costs, and gain a better understanding of your members. Ready to personalize your member engagement by seamlessly integrating your banking core with your marketing platform? Contact us to book a demo today. ✉️ #creditunion #marketing #integrations #jackhenry #banking #hubspot #marketingautomation

If you're a marketing leader at a CU I highly recommend that you consider joining this demo. Credit unions have so much first party data that is completely underutilized. With cookies disappearing soon it's a strategic imperative for marketing teams to leverage their data effectively. The predictive AI that Vertice has developed is truly transformative. See you there!

Marketers shouldn't have to settle⛔ or be boxed-in🔲 to marketing platforms based on their industry. CRMs and SOTs: that's a different story. Credit Unions, for example, have specific CRMs and SOTs that are niche and RIGHT and STRATEGIC for them to use. So, let marketing use a platform that is RIGHT and STRATEGIC for marketing to use...like a HubSpot or Adobe Marketo. Our partners, GreenHouse Agency are helping Credit Unions transform their marketing strategy and effectiveness with Hubspot and integrating it with their systems of record and core platform like Jack Henry / Symitar.

Frustrated Over Abandoned Loan Applications? We Have the Solution! Abandoned loan applications are a massive revenue leak for credit unions - in fact, majority of online loan apps are ditched before completion. 😭 That's a staggering amount of missed lending opportunities and members left frustrated by a clunky process. But what if you could: - Identify those abandoned applications in real-time - View each member's journey and interaction data - Retarget/nurture with personalized follow-ups to save the loan At GreenHouse Agency, we've developed an innovative solution that connects #MeridianLink with #HubSpot to do exactly that. In this short video, Justin Buys walks through the problem of application abandonment and how our platform allows you to: https://lnkd.in/eM9Fv3P2 👉 Visualize each member's application journey 👉 Gain insights into where and why they dropped off 👉 Automatically trigger targeted nurture campaigns 👉 Re-engage members and rescue abandoned loans By integrating with your existing HubSpot portal, you can finally pinpoint WHO abandoned their application, understand WHY it occurred, and take strategic marketing action to recover those loans. Have you struggled with this issue at your credit union? I'd love to hear your thoughts and experiences in the comments! Seeing is believing - DM me for a demo of our application abandonment solution today and I'll show you how it can transform your online lending process while boosting your completed applications. #creditunion #lendingsolutions #marketingautomation #hubspottipsandtricks #finance #hubspot

📉 Is Your Credit Union Losing Loans Due to Abandoned Applications? It's a harsh reality - nearly 80% of loan applications started online are abandoned before completion. 😳 That's a huge amount of missed lending opportunities and revenue left on the table for credit unions. But there's a solution. At ghagency.com , we've developed an innovative application journey tool designed to boost completed loan applications and drive more completed loans for credit unions. In this quick video, our CEO Caleb Edwards and Director of Development Justin Buys discuss the staggering abandonment rates plaguing the online lending process and how our application journey solution can help. Some key points they cover: ✅ The main reasons members get frustrated and abandon loan applications ✅ The importance of a frictionless application process on credit union websites ✅ Benefits like higher conversions, more lending opportunities, and better member experience After watching, I think you'll agree that our application journey solution is a game-changer for credit unions looking to capture more loans and deposits. Has your credit union struggled with abandoned loan applications increasing your acquisition costs? I'd love to hear your thoughts and experiences in the comments! And if you'd like to learn more about our solution to take advantage of this low hanging fruit for your credit union, feel free to get in touch. I'm happy to discuss your specific needs and share more details. #creditunion #marketing #automation #optimization

Credit Union Marketers - No doubt many of you saw the recent Digital Growth Institute video summarizing their credit union website secret shopping case study. They found a 60% online application abandonment rate across the credit unions analyzed. This finding highlights a major pain point in dire need of a solution. Abandoned applications represent lost revenue and missed opportunities to connect with potential new members. The reasons are clear - long forms, complicated steps, confusion, and lack of information lead users to give up. But fixing this requires a comprehensive marketing approach. At GreenHouse Agency , we've tackled this problem for our credit union clients. The results have been transformative - increased conversions, lower acquisition costs, and growth in new members. If you are struggling with high abandonment rates and leaks in your digital member funnel, I want to connect. Our application optimization platform can help your credit union modernize your online forms for today's users. Let's discuss how we can work together to reduce abandonment, boost completions and acquire more members. Please DM me to learn more about our proven approach for optimizing your credit union's online application. Let's improve the member experience and results. #creditunion #marketing #optimization #growth