In a strategic move to modernize its digital infrastructure, CUNA Strategic Services (CSS) has partnered with Nook, a certified HubSpot Solutions Partner and CUSO, to lead a comprehensive digital transformation initiative. The result: a fully integrated CRM, a redesigned, user-focused website, and the successful migration of years of legacy data.

Seamless CRM Implementation & Website Redesign

CSS selected Nook to not only implement HubSpot CRM but also guide the organization through a broader transformation—centered on enhancing operational efficiency, data intelligence, and member engagement.

“Selecting Nook has been a game-changer for our organization,” said Barb Lowman, President of CUNA Strategic Services. “They brought an unmatched level of HubSpot expertise—blending strategy, creativity, and technical execution to help us create a dynamic, user-friendly experience that strengthens how we serve and engage with fintech and credit unions.”

Nook’s custom-tailored implementation of HubSpot included:

• End-to-end legacy data migration

• Full CRM configuration and integration

• A redesigned website focused on user experience and actionable insights

• Real-time data synchronization between web and CRM systems

Empowering Mission-Driven Organizations with Scalable Tech

Nook’s work with CSS demonstrates its unique strength in aligning mission-driven strategy with scalable digital tools. The new system not only improves day-to-day operations but also equips CSS with actionable data and flexibility to better serve its fintech and credit union partners.

“Our work with CUNA Strategic Services is a great example of how thoughtful strategy, clean execution, and the right technology stack can work together to unlock new levels of impact,” said Austin Wentzlaff, Co-Founder & CEO of Nook.

This partnership illustrates how fintech-adjacent organizations like CSS can unlock significant value by modernizing digital infrastructure. With Nook’s guidance, CSS now has a scalable foundation built on HubSpot, empowering deeper engagement, real-time insights, and future-ready growth.