On February 27th, Mole Street and Datava announced a strategic partnership to empower clients with enhanced solutions designed to elevate client experiences, specifically with those in the credit union industry.
This partnership was formed to address a major challenge credit unions face—transforming vast amounts of member and operational data into actionable strategies that drive measurable growth.
With this collaboration, credit unions can break down data silos, integrate AI-driven insights, and implement HubSpot solutions to create seamless, personalized member experiences.
While Datava consolidates scattered credit union data into a unified platform, Mole Street’s expertise in HubSpot integration, business process optimization, and automation ensures that organizations can fully capitalize on these insights.
It’s a move that enables credit unions to go beyond just data collection. Sales, marketing, and service operations can now work synergistically without barriers to deliver hyper-personalized, member-centric experiences that drive sustainable growth.
The Challenge: Credit Unions Struggle With Data Fragmentation
Data acquisition is no longer a problem in today’s digital arena – businesses are drowning in data. The difficulty is synthesizing, accessing, and leveraging insights with ease to drive meaningful business outcomes.
Credit unions generate vast volumes of data across member interactions, financial transactions, and operational processes. The data offers treasure troves of insights that reveal key member information, but much of it remains dispersed throughout the tech stack. This creates challenges for teams, as disconnected departments struggle to collaborate effectively, hindering both member experience and revenue growth.
For example, a member applies for a loan, but because the loan system isn’t connected to the CRM, the sales team has no visibility into the application’s status. Meanwhile, marketing can’t personalize follow-ups, and service teams struggle to provide timely updates, leading to delays, frustration, and missed opportunities.
Without a unified system, member data remains scattered across CRMs, core banking platforms, marketing tools, and service portals. This fragmentation leads to inefficiencies that impact key areas:
- Member Engagement: Data on member behavior and preferences is spread across multiple platforms, making personalization difficult.
- Relationship Managers, Marketing & Service Visibility: Teams operate in silos, with no real-time insights into member interactions, reducing cross-functional collaboration.
- Compliance & Reporting: Regulatory tracking requires excessive manual effort, increasing the risk of errors and slowing down audits.
- Underutilized AI Insights: Many credit unions have access to AI-driven analytics but lack the processes and integrations to leverage them effectively.
This places increasing pressure on credit unions to get an iron grip on their data, requiring specialized technology consulting to break down silos and unify their tech stack.
How Mole Street and Datava Are Driving Digital Transformation
The Datava—Mole Street partnership equips credit unions with complementary expertise, tackling distinct challenges to drive seamless data activation and operational efficiency.
So how does this work?
Datava streamlines HubSpot implementation by integrating data from core banking, loan origination, and mortgage systems. This gives credit unions immediate access to unified, real-time insights—enabling them to make informed decisions, improve operations, and execute more targeted marketing campaigns without delays.
Mole Street ensures these insights translate into measurable business impact by optimizing HubSpot, automating workflows, and aligning sales, marketing, and service operations. Together, we help credit unions eliminate data silos, enhance member experiences, and accelerate sustainable growth.
"We've been collaborating with Gordon and his team for some time now to support client growth initiatives and are proud to formalize a partnership with Datava to deliver comprehensive solutions that enable credit unions to efficiently scale their marketing, sales, and member service operations while delivering personalized experiences that drive loyalty and retention," said Brendan Walsh, Principal and Co-Founder of Mole Street.
"Implementing a unified member platform like HubSpot and integrating it with adjacent industry technologies to forecast, track, and report on growth is essential for scaling any company. "
At its core, it’s a partnership that delivers a comprehensive solution and empowers clients with invaluable growth opportunities. Let's explore how each partner contributes to this transformation.
Datava: Advanced Data Activation
Datava eliminates data silos, turning fragmented information into real-time, actionable insights. With its intelligent data platform, credit unions can:
✔ Make Smarter Decisions – Gain real-time insights to forecast trends and optimize operations.
✔ Personalize at Scale – Leverage automated processes to deliver tailored member experiences.
✔ Improve Data Accessibility – Ensure sales, marketing, and compliance teams have the right data at the right time.
Mole Street: Optimizing HubSpot for Maximum Impact
Mole Street ensures credit unions unlock the full power of Datava’s platform by integrating insights into HubSpot CRM and streamlining operations. With expertise in HubSpot implementation, automation, and business process optimization, Mole Street helps:
✔ Unify Teams – Align sales, marketing, and service for a seamless, data-driven member experience.
✔ Enhance Automation & Reporting – Track campaign performance, member engagement, and compliance with precision.
✔ Scale with Confidence – Streamline workflows to maximize efficiency and drive sustainable growth.
What This Means for Credit Unions
This partnership between Mole Street and Datava presents a unique opportunity for credit unions to drive exponential growth by combining advanced data activation with seamless HubSpot integration.
With Datava’s intelligent platform, credit unions can eliminate data silos and unify fragmented information into a single, accessible ecosystem. Mole Street then ensures this data is seamlessly integrated into HubSpot, empowering teams with real-time insights that enhance member engagement, streamline operations, and drive data-driven decision-making at scale.
Moreover, Mole Street enhances the impact of this partnership by implementing automated workflows that ensure data flows seamlessly across sales, marketing, and service teams. Teams can now work in unison, at speed, and with total clarity, unlocking new opportunities to enhance the member experience.
Below is a high-level overview of some of the most compelling benefits of the partnership.
- Improved Member Engagement – AI-driven insights enable hyper-personalized interactions that enhance member satisfaction and loyalty.
- Seamless Cross-Department Collaboration – Sales, marketing, and service teams gain real-time visibility into member interactions, eliminating silos.
- Enhanced Operational Efficiency – Automated workflows reduce manual tasks, accelerating processes like loan applications and service requests.
- Stronger Data-Driven Decision-Making – Centralized reporting provides leadership with accurate, actionable insights for strategic planning.
- Optimized Compliance & Risk Management – Automated tracking ensures regulatory requirements are met with greater accuracy and efficiency.
- Scalable Growth & Future-Readiness – A modern, integrated tech stack allows credit unions to expand their offerings without operational bottlenecks.
- Better Campaign Performance – Integrated systems provide marketing teams with real-time data to create highly targeted, high-converting campaigns.
- Frictionless Member Experiences – A unified platform ensures every interaction is informed by the latest member data, delivering seamless service at every touchpoint.
Datava’s advanced data activation and Mole Street’s HubSpot expertise provide credit unions with a strategic opportunity to gain a competitive edge through enhanced member experiences. This partnership transforms raw data into actionable insights accessible to all teams, optimizing every touchpoint to drive long-term growth and strengthen member loyalty.
Read the official press release in full—click here.
