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From Execution to Infrastructure: A Pivotal Year for Nook

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Industry

Credit Union

Who is Nook?

Nook is a tech-enabled marketing partner helping your credit union to automate smarter, execute faster and engage deeper in your membership. Through our proprietary data integration solution, we bridge the unique needs of credit unions to one of the most robust technology partners available.

Why HubSpot?

HubSpot is our chosen partner because they are one of the few platforms investing at scale in security, compliance, continuous monitoring and infrastructure durability. Oh, and it’s a world-class, AI-powered member platform.

What's Next in 2026?

Data Connector Expansion, Grow Pre-Built Engagement Frameworks

www.nook-inc.com
8x
Revenue Growth
425%
Increase in Number of Clients
85%
clients expanded relationship
3
New product offerings launched

“Nook’s HubSpot audit uncovered $12,000 in annual savings we didn’t know was there. The audit was completely free and came with no expectations. It was simply a CUSO helping a credit union make better decisions, grounded in deep expertise. That level of true partnership and integrity is rare.”

Daniel Bednar

Chief Strategy Officer @ OceanAir FCU

bridge the gap

The Gap Nook is Filling

Credit unions understand HubSpot and the data needed to make it run. And the general need for CRM and Marketing Automation that make it easier and more impactful to have customized interactions and communication with your members. 

We're experts in implementation, execution and optimization of the tool. We support your internal credit union experts who know your organization, your members and your message. Connecting the two groups together fills a critical gap that can otherwise lead to missed opportunities and unprofitable investment.

We're a CUSO!

It was important to our founders to develop into a Credit Union Service Organization (CUSO) model. Owned by credit unions and serving credit unions from talented team members who have spent their careers dedicated to this industry. 

Our Business Comes from Referrals

Credit union leaders talk to each other and look for support in those they trust. Our current business pipeline is made up of referrals from credit union leaders who can speak to how our process works and the business growth they’re seeing.  


"Selecting Nook has been a game-changer for our organization. They bring an unmatched level of HubSpot expertise to the table—blending strategy, creativity, and technical execution."

              - Barb Lowman, President CUNA Strategic Services 

 

What's Next in 2026

In 2026 we’re focusing on ensuring credit unions can easily and safely connect member data directly to HubSpot, through the Nook Data Connector. It’s the most efficient and secure way to maximize HubSpot and provides the data your team needs to design and deploy high-impact campaigns.

We're also supporting clients in expanding the growth of HubSpot pre-built member engagement frameworks to further guide communication effectively across the stages of awareness, consideration and conversion. 

As we hit critical mass, we’re also seeking additional CUSO partners to invest in the future of Nook, “The HubSpot CUSO,” and expand the number of credit unions we can support.

Nook achieved more than ever before when it comes to growing our reach, supporting credit unions and transforming data-driven member experience. Thank you to those who have been a part of our story and to those who will soon join us!

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