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.