In this engaging podcast, Meredith Olmstead, CEO of FI GROW Solutions, speaks with Sam Paxson,...
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Increase Revenue
Boost Sales through Actionable Insights
Cross-sell more products by identifying member needs and propensity.
Measure ROI
Improve Performance with Full Circle Reporting
Prove campaign success with reporting that includes closed loan and new account data.
Increase Member Retention
Connect Through Personalized Interactions
Deepen relationships by getting ahead of account inactivity and loan payoffs.
Improve Efficiency
Increase Team Productivity with Automated Processes
Minimize data entry errors and save valuable time by eliminating manual tasks.
Enhance Your Marketing
Automate Lead Nurturing with Targeted Content
Deliver the right message at the right time to segmented audiences.
Improve Customer Service
Anticipate Member Needs and Streamline Support
Support your members with content tailored to their current needs.
Unlock the Power of Connected Data
You already have all the data you need, you're just not using it!
Drive real results by connecting HubSpot to your banking CORE and LOS. With product, service, and transaction data flowing into your CRM, you can put the right products in front of the right people at the right time!
Deepen relationships by connecting the following data:
- Member/Customer and Lead Contact Information
- Age, Birthday, and Generation Classification
- Current Products and Services
- Loan Application Progress and Decisioning
- Digital Interactions (ad clicks, website visits, email opens, etc.)
- Member Communication Logs (chat, email, phone calls, etc.)
With all of your data in one place, FI GROW can help you better serve your customers/members.
Understand the Market
...they understand the market and what our members want, and are thorough in their research and deliverables from the strategic goals all the way to the tasks required to meet those goals, and they know the importance of ROI
Truly Care About Results
The [FI GROW] team truly cares about producing results for their clients. Every project includes Key Progress Indicators, and they track our success in meeting these indicators on every project.
FI GROW Led Us Through the Project
The team at FI GROW is always able to adapt to the situation and address the most pressing needs, and also adept at working quickly. FI GROW most certainly met our expectations on our website project... while some of us at the CU had been through site builds before, this was the first time any of us had built a site with this much advanced technology. FI GROW took the reins and led us through it!
It's Like Having a Data
Scientist at Your Fingertips!
Discover insights that will drive real results.
Combine your customer/member and transaction data to deliver actionable product recommendations. Build micro-targeted marketing campaigns, potential product roadmaps for each customer!
Know:
- Current Product Penetration & Utilization
- Propensity for New Products & Services
- Product Roadmaps for Each Customer/Member
Grow:
- Wallet Share
- Deposits
- Loans
- Profitability
Measure:
- Product Adoption
- Wallet Share Growth
- Campaign Effectiveness
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