If you’re a HubSpot user, you know the platform regularly offers new features and updates to existing tools within each of the Hubs. Here at GreenHouse, our team likes to stay on top of the latest developments so we can begin using them in credit union client use cases, where applicable.
We’re excited to share how the latest rollout of updates will revolutionize how our clients manage and engage with their members. From enhanced data security features to advanced marketing tools, these new capabilities are designed to simplify operations and improve every member interaction. Here’s a breakdown of the game-changing features you can look forward to using.
Data Security
Many day-to-day credit union operations are reliant on sensitive member data, and keeping these details protected is essential. Fortunately, some of HubSpot’s latest features make it easier than ever to protect this information. Here’s a look at the new upgrades that will help you safeguard member data and streamline your processes.
Storing Sensitive Data (Live)
Storing data in your Smart CRM just became more secure. This feature allows credit unions to store member information like limited government-issued ID details, income, and demographic data without the worry of security breaches or business disruptions. This expansion of HubSpot's native capabilities enables better segmentation and streamlines know-your-customer checks.
Storing Highly Sensitive Data (Private Beta)
Highly sensitive data, like full bank account numbers, international Bank Account Numbers (IBANs), bank statements, and full Social Security Numbers (SSNs) should come with more extensive safety measures. This Private Beta allows you to store highly sensitive core data in HubSpot, enhancing frontline operations without the need for custom tokens. This is also important for keeping up with privacy regulations.
Marketing Hub
With new Marketing Hub features, credit unions take their marketing efforts to the next level. Discover how the following updates can help you prioritize leads and create optimized campaigns that engage your audience more effectively.
HubSpot Lead Scoring (Public Beta)
With much more advanced scoring models for contacts and companies, marketers at your credit union can prioritize leads more effectively. This allows your team to focus on the most promising prospects, and improve next-best-product scoring and campaigns in HubSpot.
Mobile Optimized Email (Private Beta)
If your credit union depends on an intricate brand identity and complex email designs, you can use this editing feature to customize for mobile and desktop viewing. You can also take advantage of layout stacking options within the email editor, which can be customized according to design needs without the need for custom modules.
Smart CRM
Your CRM holds your most valuable member data to use for marketing, sales, and service. Ready to maximize its capabilities and gain more valuable insights? Explore how these HubSpot CRM features can help you simplify data management, boost form completion rates, and maintain data accuracy.
New Workflow Actions for Associations (Private Beta)
Once live, this update will be essential to any credit union integrating their core or origination system data. Properly associating CRM records is crucial to supporting automations and frontline adoption. By providing this functionality natively within the platform, HubSpot is also cutting out the need for additional cost of third-party apps.
Multi-Step Forms (Public Beta)
With multi-step forms, marketers can break down long forms into separate steps to reduce abandonment. Another advantage? This step-by-step presentation is also more user-friendly on mobile devices.
Conditional Logic in Forms (Public Beta)
Now, marketers can create logic in their forms that will allow visitors to bypass any unnecessary questions and fields. By lowering the number of required actions, your team can increase conversion rate. This also makes it easier to qualify visitors, by asking questions that are more relevant to them.
Sync Properties (Live)
Useful for institutions using core or origination integrations, sync properties allow CRM admins to copy properties from one record to another, and keep them updated – without the need for a workflow. This is especially helpful when dealing with complex data models that have many associations.
Service Hub
Member support and success is key to credit union growth. Check out the key Service Hub features that will enable your team to manage member interactions more effectively and foster stronger relationships.
Help Desk Workspace (Live)
Essential for any credit unions that plan to implement or already have implemented HubSpot with their frontline, this workspace keeps tickets and conversations housed in one central location. This makes it simpler to scale your support efforts.
Customer Success Workspace (Public Beta)
If you’re looking to foster account or member ownership among frontline team members, this public beta feature will be useful. This new workspace provides a place for employees to manage the existing member relationships that they own and to more effectively grow share of wallet.
Leveraging HubSpot at Your Credit Union
These updates provide credit unions with the tools they need to deliver better service and drive growth. By implementing these new features, your team can strengthen data security, optimize marketing efforts, and enhance member interactions. We’re excited to put these features into action and see the positive impact on our clients’ operations!
If you need guidance on how to make the most of HubSpot at your organization, our team would love to help. As Platinum Solution Partners with expertise in the financial industry, we understand how to use the platform in your credit union growth strategy. Contact us today to learn more about our services.
