How A $7B Credit Union Gained Data Control By Ripping Out Sitecore For HubSpot
Client Overview
Pennsylvania State Employees Credit Union (PSECU) is Pennsylvania’s largest credit union, managing over $7 billion in assets and supporting more than 560,000 members. As a digital-first institution, PSECU delivers secure, accessible, and intuitive online banking experiences. The organization set out to modernize its technology stack in order to give members a faster, more seamless, and more reliable digital journey.
Client: Pennsylvania State Employees Credit Union (PSECU)
Industry: Financial Services (Credit Union)
Solution Delivered: Full-scale replatforming from Sitecore to HubSpot CMS with enhanced UX, automation, and security
HubSpot Products Used: CMS Hub Enterprise, Marketing Hub, CRM
100% Reduction in Developer Dependency
The team can now manage all CMS updates independently without technical bottlenecks.
Significant Decrease in Member Support Calls
Improved site navigation made it easier for members to find answers without contacting support.
Faster Publishing and Approval Cycles
Automated workflows accelerated content updates and reduced turnaround time.
Unified Marketing, Sales, and Operations
All teams now work from a single HubSpot platform with aligned processes and shared visibility.
Fully Compliant and Secure Digital Ecosystem
A modern HubSpot infrastructure ensures data security, compliance, and long-term reliability.
Mike Zeiders
Application Service Delivery Manager
The Challenge
As Pennsylvania’s largest credit union, PSECU’s online experience was central to its brand promise. Yet the organization’s legacy Sitecore platform had become an obstacle to progress — rigid, developer-dependent, and disconnected from other systems. The lack of agility slowed operations, fragmented data visibility, and diminished the digital experience members expected from a forward-thinking financial institution.
Developer Dependency Slowed Agility
Even minor CMS edits, such as updating content or publishing new resources, required technical intervention. This dependency limited marketing’s ability to move quickly, run campaigns, or make real-time adjustments — stalling digital growth and frustrating staff.
Fragmented Systems and Disconnected Data
Sitecore operated independently from other core systems. Marketing, sales, and member service teams had no unified view of the customer journey, making collaboration and performance measurement difficult. Campaign data lived in silos, limiting insights and reducing operational efficiency.
Inefficient, Rigid CMS Infrastructure
The outdated Sitecore framework was difficult to maintain and slow to update. Routine publishing cycles required multiple approvals and development input, creating bottlenecks and hampering the team’s responsiveness to changing business needs.
Poor User Experience and High Support Volume
The website lacked intuitive navigation, causing confusion even with simple tasks such as finding forms or account details. This increased basic support call volume and diverted resources away from more complex member needs.
Security and Compliance Risks
PSECU needed absolute confidence in its digital security to protect sensitive member data. Sitecore’s architecture made compliance difficult to maintain, creating time-intensive, error-prone processes that required constant manual oversight to meet evolving standards.
Lack of Scalability for Future Growth
The existing tech stack couldn’t evolve with PSECU’s expanding digital ambitions. New integrations, automation, and personalization efforts demanded heavy development lift, slowing innovation and increasing long-term operational costs.
Mike Zeiders
Application Service Delivery Manager
Key Deliverables
CMS Migration
Moved from Sitecore to HubSpot CMS Enterprise to eliminate technical bottlenecks and modernize the digital experience.
Modular Website Architecture
Implemented reusable modules and flexible templates that allow marketing to publish updates without developer support.
Navigation and UX Overhaul
Redesigned site structure and accessibility patterns to help members find information faster and reduce support call volume.
Content Hub Consolidation
Unified pages, assets, and resource libraries into one centralized HubSpot environment for consistent management.
CRM Alignment
Unified marketing, sales, and operations data within HubSpot to create a connected ecosystem across all business units.
Data Integration
Centralized previously fragmented systems for real time visibility and improved collaboration across departments.
The Solution
The engagement focused on delivering a unified, scalable HubSpot ecosystem that strengthened security, improved usability, and eliminated operational obstacles. The goal was to centralize systems, modernize the digital experience, and equip internal teams with the tools and confidence needed to operate independently.
Seamless CMS Migration and Platform Consolidation
A full migration to HubSpot CMS brought all pages, templates, and assets into a single environment. The modern infrastructure improved load times, usability, and reliability while removing system silos. With core teams connected on one platform, content management became faster and more consistent.
Strengthened Security and Compliance Framework
Security was reinforced through advanced controls, custom permissions, and secure authentication. All protocols were validated against industry standards to ensure compliance. The resulting architecture created a stable foundation ready for evolving regulatory needs.
UX Redesign and Accessibility Modernization
The website was rebuilt for clarity, accessibility, and consistency. Simplified navigation helped users find critical information quickly, while improved accessibility standards ensured inclusive digital access. Streamlined design strengthened trust and engagement across devices.
Automation, Workflows, and Operational Efficiency
Publishing and operational workflows were optimized through targeted automation. New approval processes reduced manual steps and increased speed and accuracy. Unified dashboards improved visibility across teams and supported faster decision-making.
Team Enablement, Training, and Post-Launch Support
Teams were equipped to manage the platform independently through hands-on training and guided transition support. Workshops built confidence across marketing, IT, and operations. With stronger ownership, teams now update content, run campaigns, and manage workflows without developer reliance.
Mike Zeiders
Application Service Delivery Manager
Before and After Mole Street
CMS Updates
Before
Developer required
After
Marketing managed
Impact
100% team independence
Support Calls
Before
High volume of basic inquiries
After
Significantly reduced
Impact
Improved member experience
Site Accessibility
Before
Below AA standards
After
Exceeded AA standards
Impact
Inclusive access for all users
Security Compliance
Before
Manual oversight
After
Fully compliant
Impact
Passed all post launch audits
Team Collaboration
Before
Fragmented
After
Unified in HubSpot
Impact
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