Credit unions are under pressure to compete with banks and fintechs that move faster, personalize better, and deliver seamless digital experiences. But internally, many credit unions are constrained by systems that were never designed to work together. The result is increased operational complexity, stalled initiatives, and growing uncertainty around making the right long-term technology decisions.
Credit Unions
Unlock Member Data for Personalized Credit Union Experiences in HubSpot
Unify your website, CRM, and marketing systems into a single digital foundation to personalize member experiences at scale. Create consistent, connected experiences across every member touchpoint to improve retention that builds lasting loyalty.
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"Mole Street has been vital in getting us up and running, setting up the data mapping, organizing the templates, and getting our team fully onboarded and trained"
Susan Song
CMO, Keesler Credit Union
Susan Song
CMO, Keesler Credit Union
Why Credit Unions Struggle to Meet Member Expectations
Fragmented Digital Infrastructure
Your website, landing pages, CRM, marketing automation, and core banking systems all live in different places, creating data silos, duplicated effort, and inconsistent member experiences.
Integration Decisions Feel Risky and Permanent
You are evaluating whether to integrate with the core, a data warehouse, or an interim solution, while weighing the long-term implications of potentially redoing costly work.
Most CRM Platforms Weren’t Designed Around Credit Union Member Data
Credit union data doesn’t behave like standard CRM data. Members may have multiple emails, shared households, and complex relationships that break default assumptions and limit personalization.
Website Platforms Don’t Scale
WordPress and legacy CMS platforms require specialized expertise and ongoing maintenance, limiting agility and making it difficult for teams to evolve the digital experience over time.
Limited Internal Capacity
Internal teams are often stretched thin, leaving little bandwidth to manage complex integrations, migrations, or optimization initiatives alongside day-to-day responsibilities.
Concern About Long, Disruptive Technology Initiatives
Past experiences with prolonged or overly complex projects have made leadership cautious. Any new investment must demonstrate a clear path to simplification, predictability, and long-term value.
"Mole Street’s guidance was fantastic. The website they put together has achieved our goals. To do that alone would have been really daunting. They guided us through the process helping us to stay focused on where to spend our efforts to drive forward and avoid getting bogged down by things that would slow us down"
Mike Zeiders
Application Service Delivery Manager, PSECU
Industry: Financial Services
Equipping Mississippi's Largest Credit Union With Full Marketing Autonomy in 90 Days
Read the Case StudyKeesler Federal Credit Union is Mississippi’s largest credit union, serving 365,000+ members with $5 billion in assets. After acquiring Jefferson Financial and adding 40,000 members, Keesler needed to unlock member data and empower marketing to operate independently.
Read the case study to see how Mole Street and Kinective bridged Jack Henry Symitar and HubSpot, delivering 97 data fields and full marketing autonomy in just 90 days.
Marketing Autonomy
100%
❝
Mole Street has been vital in getting us up and running, setting up the data mapping, organizing the templates, and getting our team fully onboarded and trained
Susan Song— CMO
Industry: Financial Services
How a National Credit Union Strengthened Customer Relationships through Exceptional Digital Experiences
Read the Case StudyPennsylvania State Employees Credit Union (PSECU) manages more than $7 billion in assets for its 560,000+ members. Discover how a HubSpot integration allowed PSECU to streamline its tech stack and take control of its data to build customer relationships.
Unified data
for marketing, sales, and operations teams
❝
Mole Street’s guidance was fantastic. The website they put together has achieved our goals. To do that alone would have been really daunting. But they shepherded us through this process while keeping the guide rails on. They guided us through the process helping us to stay focused on where to spend our efforts to drive forward and avoid getting bogged down by things that would slow us down
Mike Zeiders — Application Service Delivery Manager
Industry: Financial Services
How a Credit Union Modernized Its Digital Experience and Streamlined Operations
Read the Case StudyTropical Financial Credit Union of South Florida is a not-for-profit, member-owned financial cooperative that has been serving its community since 1935. Learn how Mole Street helped transform its website, enhance user experience, and automate manual processes for improved efficiency.
90%
manual updates cut.
❝
The Mole Street team brings exceptional service and a collaborative effort to your business. Their team is eager to help in guiding you to your goals, and they also work to teach you alongside the work they do.
They are great to work with and treat you like more than a customer, reaching out during holidays and going above and beyond the scope of work. They're a great partner if you're looking for an extension to your team.
Kara Yacquinta — Marketing Manager, Tropical FCU
Unlocking Your Member Data With Kinective
Mole Street partners with Kinective to unlock 97+ member data fields directly within HubSpot. You gain direct access to transaction history, account information, behavioral insights, and spending patterns. This allows you to personalize campaigns, identify cross-sell opportunities, and compete more effectively on member experience without relying on IT or data teams.
Core banking data is securely accessed
Member, account, product, and transactional data is pulled directly from the core banking system.
Member identity is resolved accurately
Member, account, product, and transactional data is pulled directly from the core banking system.
Member identity is resolved accurately
Account-centric core data is translated into a true member model, accounting for shared emails, households, and complex relationships.
Data is curated for activation
Only the data required for personalization, segmentation, and reporting is structured and prepared for use.
HubSpot receives a member-ready dataset
Teams gain access to accurate, usable member data inside HubSpot without manual exports or ongoing IT involvement.
The architecture scales with future change
The foundation supports future CRM decisions, data warehouse initiatives, and platform expansion without redesign.
Discover How Mole Street Activates Member Data with Kinective
Mole Street works with Kinective to connect core banking systems to HubSpot, giving credit unions secure access to member data they can actually use. Find out how this solution bridges data silos and enables targeted, measurable growth.
Find Out More Now
The Impact of Connected Member Data
Complete Marketing Autonomy
Before
Marketing depends on IT or data teams for segmentation, data access, and campaign execution.
After
Marketing operates directly inside HubSpot with trusted, member-level data.
Impact
Faster execution and fewer internal bottlenecks without compromising data integrity.
Full Member-Level Data Access
Before
Member, account, and transaction data live in core systems and disconnected tools.
After
A complete, member-level view is available directly inside HubSpot.
Impact
Personalized engagement driven by real member behavior and product relationships.
A Flexible Integration Architecture Built to Evolve
Before
Integration decisions feel risky, permanent, and difficult to change later.
After
A clear integration architecture supports today’s needs and future system changes.
Impact
Confidence to move forward without locking into brittle or short-term solutions.
Faster Campaign Execution
Before
Campaigns require long lead times, manual preparation, and cross-team coordination.
After
Segmentation and triggers are automated using core-informed member data.
Impact
Campaigns launch faster with greater relevance and measurable impact.
How Mole Street Delivers Personalized Member Experiences at Scale
Connecting member data is only the first step. Real growth comes from structuring, integrating, and activating that data in ways teams can execute on with confidence. This is where Mole Street’s approach makes the difference.
A Unified Website, CRM, and Marketing Platform
Mole Street brings website, CRM, and marketing systems into a single platform, eliminating data silos, providing teams with a single source of truth. Simplify execution, improve visibility, and enable consistent experiences across every member touchpoint.
A Clear Integration Strategy That Avoids Rework
Integration decisions are guided by Mole Street’s experience across core banking and data systems, ensuring today’s work supports future architectural plans. Support future data and platform decisions without requiring architectural changes later.
Member Data Structured for Credit Union Realities
Data is modeled to reflect shared households, multiple emails, and complex relationships, supporting accurate personalization across systems. Ensure member communications, segmentation, and reporting remain reliable as systems scale.
Hands-On Technical Execution That Keeps Projects Moving
Mole Street provides hands-on technical execution, building workflows, resolving data issues, and supporting ongoing progress as an extension of internal teams. Maintain momentum by removing execution bottlenecks that stall initiatives after strategy is defined.
Solutions Designed Specifically for Credit Unions
Mole Street applies implementation patterns developed specifically for credit unions, accounting for compliance requirements, member data complexity, and internal operating constraints from the start. Prevent misaligned implementations, regulatory gaps, and projects that stall after launch.
One Accountable Partner From Implementation Through Optimization
You get full ownership across implementation and optimization, with a single accountable partner, so you are not left coordinating vendors or managing uncertainty. Establish clear responsibility, predictable outcomes, and confidence at every stage of the engagement.
Want to Speak to a Specialist? Book a Strategy Call Now.
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Transform Your Member Engagement Strategy
Discover how Mole Street’s expertise in HubSpot and financial technology integrations can help your credit union drive growth and deliver exceptional member experiences.
