For Credit Unions & Community Banks

From Core to Conversion: Personalized Marketing That Works

Core Connected Marketing bridges the data gap between your financial institution's core banking system and HubSpot—so you can finally run effective, personalized marketing that drives deposits, lending volume, and overall footprint.

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Trusted by leading credit unions and community banks

Source

Core Banking

Member Data

Account Balances

Transactions

Engagement Events

Destination

HubSpot CRM

Stop Guessing. Start Converting.

At Epicosity, we believe your marketing should be as intelligent and dynamic as your financial institution. That's why we built Core Connected Marketing.

Maria

Multi-Account Holder

Established member with mortgage and checking seeking home-equity access for renovations.

Equity Alert

Automated detection triggers eligibility

Educational Nature

Home equity guide matches her homeowner status

Personalized Rate

Offer reflects her excellent payment history

Relationship Handoff

Existing banker coordinates seamless closing

Josh

New Adult Transition

Young member with youth account aging into adult products and first-time homebuyer potential.

Transition Welcome

Age-appropriate messaging shifts to adult products

Financial Milestones

First-time buyer education at 90-day mark

Credit Building Path

Pre-qualification messaging respects limited history

Long-Term Nurture

18-month journey toward mortgage readiness

Anna

Branch Preferred Member

Traditional member who values in-person relationships and prefers physical branch interactions.

Personal Banker

Same relationship manager across products

In-Branch Invitations

Financial review appointments vs. digital-only offers

Phone Follow-up

Personal calls supplement email campaigns

Event Engagement

Exclusive Seminars on equity products

Build an intelligent marketing and growth engine

Core Connected Marketing bridges the data gap between your financial institution’s core banking system and HubSpot so you can stop marketing in the dark. When core data lives in one place and marketing lives in another, personalization becomes manual, reporting is incomplete, and teams lose time to spreadsheets. We connect the systems so HubSpot can act on real member signals and you can deliver smarter journeys, sharper segmentation, and clearer performance visibility.

Schedule a Demo

New Member Onboarding
^Problem
Generic welcome emails treat every new member the same, whether they joined online like Sarah or in-branch like Mike.

^{With Core Connected Marketing}
Sarah receives a 120-day trust-building series aligned to her digital onboarding. Mike gets an immediate digital adoption push aligned to his in-branch start.

^OutcomeOnboarding completion rates increase
Cross-Sell at the Right Time

^Problem
When credit card offers are triggered solely by a new checking account, timing is often off and the offer feels irrelevant.

^{With Core Connected Marketing}
After direct deposit is active and external credit card payments are detected, HubSpot can trigger a credit card offer when the member is most likely to act.

^Outcome
Credit card acceptance rates increase.
Retention & Win-Back

^Problem
When credit card offers are triggered solely by a new checking account, timing is often off and the offer feels irrelevant.

^{With Core Connected Marketing}
After direct deposit is active and external credit card payments are detected, HubSpot can trigger a credit card offer when the member is most likely to act.

^Outcome
Credit card acceptance rates increase
Mortgage & Loan Campaigns

^Problem
Mortgage campaigns often rely on broad lists and generic timing, so members hear from you too early, too late, or not at all.

^{With Core Connected Marketing}
When a member starts showing mortgage intent, like researching rates, increasing savings, or changing payment behavior, HubSpot can trigger timely education and outreach based on real signals, not guesswork.

^Outcome
Lead quality increases, cost per lead decreases

“Before working with Epicosity, our marketing team was constantly pulling lists, manually triggering campaigns, and struggling to connect our core data to HubSpot in any meaningful way. We knew we had the data, but we couldn’t act on it in real time.

Core Connected Marketing completely changed that. Now, our journeys are behavior-based, our lead alerts are timely and actionable, and we can finally show attribution for campaigns that drive real results. The integration was fast, secure, and required no heavy lifting from our internal IT team.

It is the first time marketing, sales, and digital are working in sync, and our leadership can clearly see the value.”

Clint Stucky

CMO, Industrial Federal Credit Union

Purpose-Built to Power Your Marketing.

The only solution built by financial institution marketers, for financial institution marketers
Feature	Core Connected Marketing	Without Core Integration
Sync Frequency	Daily	Manual Exports
HubSpot Native	Purpose Built	Custom Dev Needed
Implementation Time	10-12 Weeks	6+ Months
Core System Changes	Zero	Varies
Security Model	Read-only One Way Sync	DIY Security
Marketing Expertise	Agency/Consulting Model	IT-Driven

For CMOs

^FAQs

For Chief Marketing Officers

How long until I see results?

Most financial institutions see their first intelligent campaigns live within 4-6 weeks of kickoff. Early wins include improved onboarding completion rates and better-targeted cross-sell campaigns. ROI typically becomes clear within the first quarter.

What if I don’t have HubSpot yet?

Perfect timing! We can help you implement HubSpot and Core Connected Marketing together, ensuring your marketing automation is intelligence-powered from day one. We're HubSpot Solutions Partners and specialize in financial institution deployments.

Can I measure account-level attribution?

Yes. Because we sync core data to HubSpot, you can track which marketing touchpoints influence account openings, loan applications, and wallet share growth. This gives you the attribution clarity needed to prove marketing ROI to the board.

For CIOs

^FAQs

For Chief Information Officers

How do you ensure core data security?

We use read-only API access to your core system, meaning zero write permissions and zero risk of data corruption. All data transmission is encrypted, we're SOC 2 Type II certified, and we maintain comprehensive audit trail logging. Your core system security posture doesn't change.

What if our core system isn't compatible?

We support the major core banking platforms used by credit unions and community banks. During our discovery call, we'll confirm compatibility and outline the specific integration approach for your system. In rare cases where direct API access isn't available, we have secure alternative methods.

Do we need ongoing IT Support?

Minimal. After initial implementation (which requires some IT involvement for secure API setup), the system runs autonomously. Marketing teams manage campaigns and segments directly in HubSpot. IT only gets involved for major system upgrades or security audits.

For CEOs

^FAQs

For Chief Executive Officers

What is the total cost of ownership?

Core Connected Marketing is a subscription service with transparent pricing based on your member count. There are no hidden costs, platform migrations, or multi-year commitments. You keep your existing tech stack and add intelligence to it. We'll provide a custom quote during your demo.

How do you compare to other platforms?

Platform replacements like Strum or FI Grow require you to abandon your existing marketing tech stack (HubSpot, email platforms, etc.) and re-platform everything. That means 6-12 month implementations, staff retraining, and significant business disruption. We work WITH your existing HubSpot investment and implement in 4-6 weeks.

What is the risk if it doesn't work out?

We offer phased implementation with clear success metrics at each stage. You'll see proof of concept with real data before full deployment. Our read-only architecture means zero risk to your core system. And because we're adding to (not replacing) your tech stack, there's no point of no return.

For Marketing Ops

^FAQs

For Marketing Operations

Can I still use HubSpot workflows I have already built?

Absolutely. Core Connected Marketing enhances your existing HubSpot instance—it doesn't replace it. Your current workflows, templates, and campaigns continue to work. You'll simply have access to richer data (core banking data) to make them smarter.

How often does data sync?

You choose. We support real-time syncing for critical data (new account openings, balance changes) and scheduled syncing (daily, hourly) for less time-sensitive data. You configure sync frequency based on your use cases and technical requirements.

What training is required?

We provide comprehensive training on the framework methodology (lifecycle stages, tagging system, lead scoring) and hands-on workshops for building intelligent campaigns. Most marketing teams are fully self-sufficient within 2 weeks. We also provide ongoing support and best practice guidance.

Let's Chat

Meet Nikki Doherty, a sophisticated marketer that comes to Epicosity with over two decades of experience in the financial sector. She's been instrumental in the development of Core Connected Marketing, and is waiting to show you the power it can bring to your organization.

Schedule a Demo

No credit card required • No sales pressure • Just a conversation about your specific challenges

From Core to Conversion: Personalized Marketing That Works

Build an intelligent marketing and growth engine

New Member Onboarding

Cross-Sell at the Right Time

Retention & Win-Back

Mortgage & Loan Campaigns

With Core Connected Marketing, you can literally see the impact your marketing efforts have on results.

Real People. Real Results. Real Talk.

Clint Stucky

Purpose-Built to Power Your Marketing.

Security Baked into HubSpot

As a HubSpot Platinum Solutions Partner, we prioritize security, ensuring that your data remains protected and secure.

For Chief Marketing Officers

For Chief Information Officers

For Chief Executive Officers

For Marketing Operations

Ready to Bridge the Gap?

From Start to Smart in 12 Weeks

Secure
Connection

Data
Mapping

Marketing
Activation

From Core to Conversion: Personalized Marketing That Works

Build an intelligent marketing and growth engine

New Member Onboarding

Cross-Sell at the Right Time

Retention & Win-Back

Mortgage & Loan Campaigns

With Core Connected Marketing, you can literally see the impact your marketing efforts have on results.

Real People. Real Results. Real Talk.

Clint Stucky

Purpose-Built to Power Your Marketing.

Security Baked into HubSpot

As a HubSpot Platinum Solutions Partner, we prioritize security, ensuring that your data remains protected and secure.

For Chief Marketing Officers

For Chief Information Officers

For Chief Executive Officers

For Marketing Operations

Ready to Bridge the Gap?

From Start to Smart in 12 Weeks

Secure Connection

Data Mapping

MarketingActivation

Secure
Connection

Data
Mapping

Marketing
Activation