Education First Federal Credit Union
Jack Henry Symitar Core Integration with HubSpot for Credit Unions
Solutions
Results
The integration of the Jack Henry Symitar core banking platform with HubSpot CRM has significantly improved the credit union’s onboarding process for indirect members. The automated import process has eliminated the need for manual imports, saving time and reducing errors. By using unique identifiers and data mapping strategies, contact records in HubSpot are now accurate and up-to-date. The implementation of custom association labels has streamlined the management of multiple financial product associations, making it easier to track and manage relationships between members and their accounts or loans.
Overall, these solutions have resulted in faster onboarding, personalized workflows, increased engagement, and simplified CRM management for the credit union.
“GreenHouse Agency assisted us with developing a custom solution for anonymizing and integrating data from our core system into HubSpot MarketingHub. The team was very thorough in learning about our desired outcome from a strategic standpoint and very thorough during the entire process. They worked directly with our IT department, all the while ensuring that we (marketing) understood the processes and were informed of progress. It has been a pleasure to work with them, and we look forward to engaging them in future projects as we move toward automated email marketing.”
— Carolyn Ridout, VP Marketing
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