HubSpot Training For Banks and Credit Unions

Technical Set-up & Training

Reduce Learning Curve

Better prioritize new tool onboarding tasks to increase team efficiency and long-term success.

All-in-One Tool

Unify Your Teams with a Single Tool

Break down internal silos to drive more loan applications and new accounts.

Behavior-Based Automation

Nurture & Convert Leads

Capture leads to create custom experiences and reduce application abandonment.

Actionable Customer Insights

Uncover Opportunities

Deepen relationships by personalizing experiences with real-time transaction and account data.

Data Integrations

See Real-Time Customer Journeys

Integrate Core and LOS systems to better leverage existing data and deepen customer relationships.

Custom ROI Reporting

Unique KPIs on Shareable Dashboards

Create powerful reporting dashboards that include all relevant data for accurate results.

HubSpot Marketing Team Onboarding

What's Included:

THREE Months of HubSpot Onboarding Training
4-6 Custom HubSpot Training Sessions Tailored for Banks and Credit Unions
Technical Support with ALL HubSpot Tool Set-up Tasks, Including Domain and DNS Configuration
Set up HubSpot Lead Capture for Five High Priority Product Pages Before Third-Party Apps
Successful Set-Up and Training of Marketing Tools for One Financial Product Campaign
- Includes Content, Emails, and Automated Workflows
Set-Up and Training for HubSpot Reporting Dashboards
Set-Up Personalized User Experience on HubSpot Hosted Website Homepage
Create Behavior-Based Nurture Emails for FIVE High Priority Website Pages - Our Highest Performing Emails!

Hubspot-staff-training-for-your-bank-or-credit-union-employees

Sales & Retail Team Support

What's Included:

Initial Consumer Experience Audit
- Conduct Secret Shopping for Products or Services Offer Areas for Improvement
Sales and Service Team Discovery and Assessment
- Run Initial Team Calls to Identify the Current Sales Process and Areas for Potential Cross- Selling
Set-Up and Training for New Account and Loan Lead Tracking
Configure Sales Pipelines and Automated Sales Follow-Up
Set-Up and Training for Teporting Dashboards
One-on-One Sales Coaching Support for Upto FIVE Team Members for THREE Months!

Hubspot-staff-training-for this woman through FI Grow.

$ 10k /team

HubSpot CRM and Sales Team Onboarding

Three Months of Training & Support

Technical Tool Setup
Initial Consumer Experience Audit
3 Months of One-on-One Sales Coaching
Sales Pipelines and Automated Sales Follow-Up
See Above for A Full List of Services

$ 17k

HubSpot Marketing Team Onboarding

Three Months of Training & Support

Technical Tool Setup
Custom Training
One Complete Campaign
HubSpot Reporting Dashboards
Personalized User Experience
See above for a full list of services

$ 22k

HubSpot Marketing and Sales Onboarding

Three Months Comprehensive Training and Support

3 Months of Sales & Marketing Support
Tailored Training Sessions
One Complete Campaign
Custom Reporting Dashboards
Contact us to Create a Custom Service Agreement

FI GROW Solutions has decades of combined experience in the financial industry. We only work with banks and credit unions, which means we know how to use HubSpot in a way that meets or exceeds compliance and regulatory requirements for the industry. When using automated communication, it's imperative that you're working with an agency that understands the complexities of financial products and services and doesn't put you at risk.

With our training, you'll learn specifically how to use the HubSpot tool for each product line. We go beyond the generalized training offered in the HubSpot academy and dive into the details as they relate to your products and goals as a financial institution. We can show you what does and doesn't work in the banking industry based on real experiences with our client-base.

Once you've completed our HubSpot tool training, ask about additional industry-specific support using HubSpot for onboarding, reboarding, loan/credit utilization campaigns, and more advanced tactics such as HubSpot data integration with your CORE and LOS systems.

Fantastic From Start to Finish

"Working with the FI GROW team has been a fantastic experience from start to finish. They helped us get up and running with HubSpot, guiding us through the onboarding and training like true pros. And even now, they’re still there for us whenever we need help or hit a snag—they don’t just give us answers, they show us how to move forward. What really sets them apart is their ability to turn strategy into real action."

Jennifer M.

Relationship Banker
Middlesex Federal

Not Just Tools, Teaching

"In addition to providing us with the tools, the team at FI GROW teaches us how to use them well. Their ability to connect high-level strategy with real execution has made a significant difference."

Jaskaran O.

VP, Retail Banking
Middlesex Federal

Always a Pleasure

"Working with the FI Grow team is always a pleasure. They are all incredibly smart, helpful, and dedicated. They have helped us with a slew of marketing objectives, from helping us to develop content, to streamlining our processes, to training us within HubSpot for our internal team's success, and so much more."

Caitlyn K.

Marketing Manager
Members Plus Credit Union

Made HubSpot Work for Us

"The FI GROW team was incredibly helpful in onboarding our team onto the HubSpot platform. They took the time to understand our current manual sales process and then created and customized automated workflows that have significantly streamlined our sales and service operations. Danielle made HubSpot work for us — tailoring everything to our bank’s structure and sales goals."

Harry M.

Relationship Banker
Middlesex Federal

Drive Direct Qualified Conversions

"Working with our FI Grow team, we are able to drive direct, qualified conversions from our social channels which is quite exciting. We are averaging about 20% of new member leads being generated through Facebook and Instagram. Our credit union and Board can easily see the value of maintaining quality, targeted content. We connect daily with our target personas in a way that encourages them to take action which translates to direct growth for our organization."

Jennifer W.

CMO
Copper State Credit Union

Indirect Onboarding Success

"We engaged FI GROW Solutions to assist in creating a digital Indirect Onboarding Program to better engage our indirect members, deepen our wallet share and increase our operational efficiencies. Based on the program’s performance after the first few months in production, the only regret is that we hadn’t initiated this process much earlier!"