Education First Federal Credit Union

Jack Henry Symitar Core Integration with HubSpot for Credit Unions

Client Overview

Our client is a credit union that was facing challenges in onboarding indirect members who joined the credit union through car dealerships. These members were often unaware of their membership and the payment process for their auto loans.

To address the challenges faced by the credit union, we proposed integrating the Jack Henry Symitar core banking platform with HubSpot CRM. This integration would automate the process of importing member lists, eliminating the need for manual imports and reducing the risk of errors. Additionally, we suggested implementing a data mapping strategy that would reconcile the account-centric data model of Symitar with the email-centric model of HubSpot.

By mapping relevant fields and leveraging unique identifiers, such as an external member ID, we could ensure accurate and up-to-date contact records in HubSpot. Furthermore, we recommended utilizing HubSpot’s custom association labels to manage the multiple financial product associations. This would streamline the process and eliminate manual work, making it easier to track and manage the relationships between members and their accounts or loans.

Overall, this integration would enhance the credit union’s onboarding process for indirect members and improve the efficiency of their operations.

Challenges

Manual Imports:

The credit union had to manually import member lists from the Jack Henry Symitar core banking platform into HubSpot CRM, which was time-consuming and prone to errors.

Account-centric Core Data Model:

Reconciling the account-centric data model of Symitar with the email-centric model of HubSpot was challenging, as member emails alone were not sufficient to update contact records.

Multiple Financial Product Associations:

Managing custom contact properties to represent multiple relationships between members and their accounts or loans became unmanageable and created duplicate work.

Solutions

Automated Import Process

We provided a configurable integration that automated the import process of member lists from Symitar into HubSpot, eliminating the need for manual imports.

Unique Identifiers

To overcome the difference in data models, we used two unique identifiers – email for HubSpot and member ID for Symitar. This ensured that contact records were updated accurately and prevented conflicts.

Association Labels

To simplify the management of multiple financial product associations, we implemented custom association labels to create credit-union-specific relationships such as primary and joint members. These labels allowed the credit union to easily track and manage the relationships between members and their accounts or loans

Custom Objects

We implemented custom objects within HubSpot to represent the relationships between members and their accounts or loans. This eliminated the need for duplicate custom properties and simplified CRM management.

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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