#United States #Plano #HubSpot #Alkami Technology #Atomic Credit Union

Enhancing Engagement with Alkami's HubSpot Integration

In a significant move aimed at improving how financial institutions connect with their clients, Alkami Technology, Inc., a prominent provider of cloud-based digital banking solutions, has launched a powerful integration between its Full Funnel Marketing features and HubSpot, a leading platform for scaling businesses. This collaboration is set to revolutionize the marketing strategies of Atomic Credit Union and PrimeWay Federal Credit Union, setting the stage for data-driven engagement that caters to modern consumer expectations.

What the Integration Offers

The integration combines behavioral insights with automated outreach, allowing financial institutions to streamline their marketing processes while providing more relevant experiences to their customers. This not only saves considerable time but also enhances the efficiency of marketing campaigns, driving better outcomes.

Automated Data Insights

One of the standout features of this integration is Alkami's proprietary data science tool, which identifies account holders' lifestyles, financial behaviors, and engagement patterns. By creating actionable segments based on these insights, financial institutions can sync tailored email campaigns and offers directly with HubSpot. This synchronization is done automatically with daily updates, ensuring that audience lists remain accurate and relevant without necessitating manual effort.

Caleb Wallis, the director of marketing at Atomic Credit Union, expressed enthusiasm about the integration's efficiency, stating, "We completed the integration in less than two weeks—entirely through email. The seamless setup process has saved us valuable time by syncing our audience lists directly with HubSpot. Our marketing efforts have become significantly more streamlined and impactful thanks to automated daily syncs."

Meeting Customer Expectations

In today's digital landscape, consumers expect a highly personalized experience from their service providers. According to research from The Center for Generational Kinetics, a significant percentage of digital banking users are loyal and willing to recommend their providers if they are satisfied with the relevant use of their data. Alkami's integration for HubSpot aims to empower banks and credit unions to meet this demand effectively without the burdens associated with complex data handling.

Laurie Masera Garza, digital marketing manager at PrimeWay Federal Credit Union, remarked on the transformation brought by this new system: "Integrating Alkami's Customer Insights with HubSpot has truly streamlined our marketing operations. The speed and ease of integration, coupled with automated list uploads, have enhanced our data flow. This connection allows us to leverage insights for personalized communications and timely cross-sell opportunities."

This integration effectively allows marketers to pivot from tedious data management tasks toward engaging with customers through personalized messaging, whether that be launching onboarding journeys, cross-sell campaigns, or even reactivating lapsed customers. The synced insights ensure that every communication is timely and relevant, ultimately benefiting both the customer and the financial institution.

Mark Leher, director of product management at Alkami, highlighted the integration's importance: "This integration exemplifies Alkami’s commitment to helping financial institutions provide the right message at the right time. By linking our Customer Insights with HubSpot’s automation capabilities, our customers can now execute marketing efforts that are both agile and results-oriented."

A Commitment to Digital Growth

Beyond just the technical aspects, the integration represents a dedication to growth and adaptation in a rapidly changing digital banking environment. Financial institutions can now focus on leveraging their unique insights to create impactful marketing campaigns that resonate with their audiences.

In conclusion, the Alkami-HubSpot integration promises to be a game-changer for Atomic Credit Union and PrimeWay Federal Credit Union, equipping them with the tools necessary to enhance their outreach and engagement strategies. For institutions interested in this innovative integration, further information can be found on Alkami’s website.

Alkami continues to be recognized for its excellence in mobile banking, having earned certifications from J.D. Power for outstanding experiences in 2024 and 2025. This recognition speaks volumes about the effectiveness of their solution offerings in today's fast-paced digital banking landscape.

To learn more about how the Alkami integration for HubSpot can optimize your institution's marketing efforts, visit Alkami's website.