Resources for Financial Institutions

The Ultimate Guide to Successful Inbound Marketing for Financial Institutions

In this complete guide you'll gain an understanding of what Inbound Marketing is and how to use it to increase revenue stream and member/customer growth for your Community Bank or Credit Union.

What Bank Executives MUST Know When Investing in Digital

A lot of financial institutions miss the mark when it comes to digital growth because they think just broadcasting their services is enough. Read this eBook or download your own copy to find out how you're missing the mark and what to do to change NOW!

The Definitive Guide to Social Media Marketing for Banks & Credit Unions

In this guide you’ll find what has taken us literally years to test and learn. We hope some of our knowledge can help your Bank or Credit Union take social media to the next level!

Customizable Social Media Staff Policies and Procedures

Without a clear Social Media Staff Policy & Procedure in place your Credit Union or Bank could face an online disaster! This FREE Policy Template includes employee social media personal & professional use guidelines and how to designate employee roles and responsibilities.

Learn More →

Credit Union & Bank Social Media Risk Management

Every Credit Union & Bank is required to maintain "an oversight process for monitoring information posted to any proprietary social media site administered by the financial institution." This guide gives you everything you need to meet this requirement! 

FI GROW's SMART Goals Worksheet

Typically, marketers might have goals for Visits, Contacts, and Customers for the year, quarter, or month and these numbers are closely related to each other.

But what we've found when working with Financial Institutions is that focusing on one of these specific segments gives the clearest guidance for success.