How SharpSpring Helps Credit Unions with Marketing Automation

As Credit Union 2.0 (CU2) grows, we’ve come to appreciate the little things. Our team is small but mighty, just like most of the credit unions in the United States. One of the tools that has allowed us to operate more efficiently is the marketing automation software SharpSpring.

It took us months of shopping around and demoing different Client Relationship Management (CRM) software. Eventually, we settled on SharpSpring. Here’s why, and more importantly, here’s why it should matter to you.

But before we get too far, we should put a little disclaimer here: this blog is intended specifically for credit unions, fintechs, and CUSOs who are looking for marketing automation tools to take their enterprise to the next level. Okay! You’ve been warned!

Continue reading “How SharpSpring Helps Credit Unions with Marketing Automation”

What Credit Union Marketing Automation Is and Why It Matters

Believe me, we get it: marketing efforts can lead to headaches. Nobody likes getting cold calls, most people mute (or skip) commercials, and pop-up ads are the worst. However, credit union marketing automation is far more sophisticated—and less intrusive—than those marketing strategies.

Not all traditional marketing strategies result in headaches, though. Content marketing, inbound funnels, social media, and even email campaigns are much lower impact. Modern credit union marketing automation is built to take advantage of these newer strategies.

Read on to learn more about what marketing automation is, how it works, and what it can do for your credit union.

Continue reading “What Credit Union Marketing Automation Is and Why It Matters”