Nook

🚀Why I’m All-In on HubSpot for Credit Unions The future of credit unions isn’t just digital—it’s automated, intelligent, and deeply personalized. That’s why we’re making a big push to unlock the full potential of HubSpot for #CreditUnions. 🔹 AI-Powered Insights & Member Experiences AI isn’t just hype—it’s the key to anticipating member needs before they even reach out. Whether it's intelligent workflows, predictive analytics, or automated content personalization, we’re leveraging AI within HubSpot to create a next-level member experience. 🔹 Automation that Scales Member Engagement Too many credit unions are stuck in manual workflows—reactive member service, slow follow-ups, and disjointed communications. With HubSpot, we’re helping CUs implement smart automation that does the heavy lifting: ✔️ Proactive outreach based on member behavior ✔️ Real-time decisioning to surface the right product or service ✔️ Seamless handoffs between marketing, service, and lending teams 🔹 Why Now? Credit unions can’t afford to wait. Big banks and fintechs are already deploying automation and AI at scale, and it’s time for CUs to compete smarter. HubSpot provides the foundation to: 📊 Turn data into action—so members get the right message at the right time 🤖 Reduce manual work—so teams can focus on high-impact relationships ⚡ Accelerate growth—so CUs can do more with less 📣 Expect to Hear More We’re just getting started. Over the next year, we’ll be sharing real-world use cases, automation frameworks, and AI-driven strategies that credit unions can implement today. If you’re in the credit union space and want to explore what’s possible, let’s connect! #CreditUnions #HubSpot #Automation #AI #MemberExperience #Fintech #CUSO https://lnkd.in/gx4S2mgM

The warm welcome and incredible support from the NACUSO community have been truly humbling. It’s clear how much NACUSO is valued, and I’m committed to doubling down on our vision—delivering meaningful programs, advocacy, and opportunities that drive real impact for our members and partners. Stepping into this role has been both exhilarating and deeply personal. I hit the ground running while also navigating a family emergency, and the kindness of the #creditunion community has been overwhelming. So many of you started your day a little early or worked a little longer just to connect. That generosity is what makes this industry so special—thank you. I look forward to continuing those conversations and meeting even more of you—online, at America's Credit Unions GAC, and of course, at #Reimagine2025. If you haven’t registered for the NACUSO Conference yet, now is the moment! We’ll soon be unveiling exciting updates that redefine the conference experience—less transactional, more transformational. Expect fresh insights, deeper connections, and real solutions to your biggest challenges. See you there! 🔗 https://lnkd.in/g556XRvy #NACUSO #CUSO #Collaboration #Innovation #CreditUnions #Leadership #StrategicGrowth

#CreditUnions 👀⬇️🔥📄

Why Credit Unions Should Stop Building Campaigns and Focus on Perpetual Experiences Read: https://lnkd.in/gFr2G7wr #CreditUnions #MemberEngagement #RelationshipBanking

Compelling Online Content = Increased Engagement Read: https://lnkd.in/gEc2WDsq #memberengagement #creditunions #RelationshipBanking

It's amazing what can be achieved when the right pieces come together. 🎉 I’m looking forward to a year of discovery, growth, and shared successes with our clients!

As we officially mark Nook’s one-year anniversary, I’ve been reflecting on what an incredible journey this first year has been—and how we couldn’t have done it without this amazing team (and a few others not pictured). It’s been a year of growth (ups and downs, but mostly ups!), innovation, and milestones we’re proud to celebrate, such as: 🎉 Grew from 0 to 6 clients, exceeding our expectations. 🎉 Increased engagement rates for our clients by over 100%! 🎉 Expanded our team by 2.5x, bringing in new expertise to better serve our clients 🎉 Closed our first investment round, including investment from our client, Dort Financial Credit Union. 🎉 Acknowledged as one of the fastest-growing new HubSpot Solutions Partners. Looking ahead, we’re preparing for a big year with an expanded suite of offerings and ongoing platform enhancements throughout the year and we look forward to partnering with many more innovative institutions along the way! A BIG THANK YOU to our phenomenal team and our early adopter clients, investors, and supporters! Your support is invaluable and very much appreciated! Let’s make this the best year yet! 👏

How to Better Measure and Promote Member Engagement Read: https://lnkd.in/gFTGVxX4 #CreditUnions #MemberEngagement #RelationshipBanking

Look, Ma! I made the 2024 CUBroadcast Blooper Reel! 🎬😂 What an *honor* to kick things off with Mike Lawson and set the stage for this years' funniest blunders with industry greats like: Sarah Martin, Brian Lauer, Ronaldo Hardy, Becky Reed, Erin Hicks, Kyle Stutzman, Masako Long, Anne Legg, Gordon Flammer, Keith Kelly, Maddie Kelly, Rob Keatts, Chris Otey, and many more! ⬇️ Link below to give it a watch! https://lnkd.in/g_pmHiGY

I decided to jump on this trend and get my 2024 LinkedIn rewind card but didn't realize it was going to write a post from "me" as well. I'm copying and pasting the AI generated post verbatim because it's pretty amazing (not because I'm too lazy to write my own post but that too). Check out this 2024 recap post from AI me. ⬇️ *** Here's my 2024 LinkedIn Rewind, by Coauthor.studio: 2024 proved that bringing relationship banking back isn't just a tagline - it's a movement that credit unions are ready to embrace. When we launched Nook in January, we believed credit unions needed a better way to build deep relationships with their members. A year later, that vision has become reality through collaboration with forward-thinking partners who share our mission. Key milestones that showed the power of credit union collaboration: • Successfully launched Nook with support from pioneering credit union leaders • Achieved CUSO status and closed pre-seed funding, led by Dort Financial Credit Union • Built partnerships focused on enabling relationship-based banking through niche experiences • Led successful charitable initiatives supporting Credit Unions for Kids • Hosted our first company outing celebrating the growing Nook team Three posts that captured our journey: "Exciting News!" - On launching Nook and our vision for transforming credit union member engagement "I've been dreaming of this day for a long time, and I couldn't be more excited to bring our new solution to the #creditunion industry" https://lnkd.in/gbKQce3d "Nook is officially a CUSO!" - Achieving credit union ownership and partnership "Today is a momentous milestone in our mission to 'Bring Relationship-Based Banking Back' to credit unions" https://lnkd.in/g-Cmfx2b "Join my son, Leo, in supporting Credit Unions for Kids" - Embodying the credit union philosophy of people helping people https://lnkd.in/gJq3fB_9 Looking ahead: 2025 will be about expanding our platform's impact while deepening credit union partnerships. The industry's strength has always been relationships - we're just making them easier to build and maintain at scale. To our credit union partners, particularly Brian Waldron and Dort Financial Credit Union - thank you for believing in our vision. To the Nook team - your dedication to bringing relationship banking back makes every milestone possible. The future of banking isn't about disruption. It's about enabling the relationships credit unions have always done best. #creditunions #relationshipbanking #CUSOs #peoplehelpingpeople #LinkedInRewind -- Get your 2024 LinkedIn Rewind! Go to coauthor.studio