How a Leading Credit Union Reduced Manual Work by 90% and Modernized Its UX
Client Overview
Founded in 1935, Tropical Financial Credit Union is a not-for-profit, member-owned cooperative serving more than 55,000 members across South Florida. The organization helps members manage their money and time through community-driven financial services and digital banking experiences.
Client: Tropical Financial Credit Union
Industry: Financial Services
Solution Delivered: Growth-Driven Design + Technical HubSpot Consulting
HubSpot Products Used: Marketing Hub Enterprise, CMS Hub Professional, Sales Hub Professional, Operations Hub Professional
Timeline: Q3 2022 – Present
90% Reduction in Manual Updates
HubDB automation eliminated repeated content edits and freed teams from time-consuming maintenance.
Modernized Homepage and Mobile UX
A refreshed design improved navigation and strengthened member engagement across devices.
97/100 Web Performance Score
Growth-Driven Design enhancements significantly boosted site speed and overall technical performance.
Streamlined “New Member” Journey
A clearer, more intuitive onboarding flow improved the member experience from first touch to activation.
Future-Ready Design System
A scalable, reusable component library now supports ongoing growth and rapid page development.
Kara Yacquinta
Marketing Manager
The Challenge
Tropical Financial’s marketing and web teams were tasked with modernizing the website to attract younger audiences while maintaining a trusted experience for existing members. The engagement required solving both technical inefficiencies and user experience challenges.
Fragmented Manual Processes
Banking rates had to be manually updated in multiple areas across the site—an ongoing, error-prone process that consumed hours of marketing time weekly.
Outdated User Experience
The homepage and mobile experience no longer reflected modern design standards or the expectations of digital-first consumers.
Limited Navigation and Conversion Flow
Navigation lacked clarity and a UX-first approach, making it difficult for visitors to quickly access the right information or follow optimized conversion paths.
Key Deliverables
Homepage Redesign
Delivered a new homepage design and build focused on a modern, user first experience with clearer pathways and stronger engagement.
HubDB Integration
Implemented an automated rate management system that removes manual updates and ensures accurate real time data.
Navigation Redesign
Updated the site architecture and menu structure based on user stories to create simpler, more intuitive navigation.
Landing Page Audit
Conducted a full review and consolidation of existing landing pages to streamline performance and improve consistency.
Art Direction Deck
Refreshed brand visuals and photography standards to modernize design and support cohesive storytelling.
UI Framework
Developed a foundational design system that enables scalable, consistent page builds across the website.
The Solution
Mole Street partnered with Tropical Financial to deliver a comprehensive Growth-Driven Design and Technical HubSpot Consulting engagement. The transformation focused on five strategic pillars: user-centered design, automation and operational efficiency, website architecture and navigation optimization, brand alignment and direction, and data-driven performance enhancement
Seamless UX Modernization
The homepage was redesigned with a modern, member-centered experience that reflects the expectations of a younger audience. Guided by a UX audit and journey mapping, mobile-first enhancements were implemented to improve accessibility, engagement, and overall satisfaction.
Operational Efficiency with HubDB Automation
A HubDB integration was built to automate rate updates across multiple pages, reducing manual work by 90%. This scalable solution not only improved team efficiency but also established a flexible structure for future expansion of rate modules.
Strategic Site Architecture and Navigation
New user stories and navigation flows were developed based on behavioral insights to simplify conversion paths. A landing page audit streamlined content, while a revised sitemap improved discoverability and user flow across the site.
Brand Modernization and Art Direction
A refreshed art direction introduced contemporary visual elements while preserving brand integrity. Through competitive analysis and visual research, a foundational UI framework was established to guide future content and design evolution.
Ongoing Growth-Driven Design and SEO Enablement
This ongoing partnership now includes SEO strategy, CMS module enhancements, and the development of new templates and wireframes. Future phases will leverage user data to drive personalized experiences and targeted marketing strategies.
Before and After Mole Street
Rate Management
Before
Manual updates across multiple pages
After
Automated HubDB driven process
Impact
Reduced effort and improved accuracy
Homepage Design
Before
Outdated layout and visuals
After
Modern, mobile optimized design
Impact
Stronger first impression and improved user experience
Web Performance
Before
Inconsistent load times
After
97 out of 100 web performance score
Impact
Faster browsing and higher engagement
Content Architecture
Before
Redundant pages and unclear hierarchy
After
Simplified sitemap and navigation
Impact
Easier content discovery and improved UX
Design Direction
Before
Legacy visual standards
After
Updated art direction and modern UI system
Impact
More cohesive brand and elevated visual appeal
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