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FI Grow can help your bank or credit union sales team increase profits.

Sales & Service Enablement

Open More New Accounts & Loans to Increase Your Share of Wallet

Work with our sales and service coaching team to implement successful processes and tools and empower your internal team to drive measurable sales results.

Develop a Sales & Service - First Approach for Your Financial Institution

Digital Sales & Service Enablement For Banks and Credit Unions

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Capture and Close Leads

Diversify Your Outreach
We help your teams focus on turning leads received into closed deals
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Implement Sales Culture

Equip Your Team for Digital Sales Success
Training designed specifically for professionals in the banking industry
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All-In-One CRM Tool

Automate, Personalize and Report
Empower your retail and lending teams and drive results for more loans and accounts.
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One-On-One Coaching

Individualized Attention for Growth
Identify road blocks and provide customized solutions.
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Align Marketing and Front Line

Remove Department Silos and Thrive
Build internal processes to bring marketing and retail/lending teams together.
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Boost Ancillary Product Sales

Unlock New Revenue Streams
Drive growth & profitability through proven non-fee income strategies that guarantee success.

Develop an Authentic Sales Culture to Cross-Sell and Increase Share of Wallet

You are Helping People Afford Life

The success of your financial institution relies heavily on your sales team, but many credit unions and community banks lack a true sales culture.

But your sales department can’t work in a silo to achieve these desired results. Sale enablement provides the support sales teams need to effectively connect marketing leads with sales follow-up and to better engage the buyer throughout their buying journey.

We will work alongside your lending and retail team to create and revamp job descriptions for digital sales specialists in mortgage, consumer, retail, commercial and business lending departments, in addition to crafting incentive plans that align with your organization's goals.

 

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Get Started With Sales

Sales Enablement Pricing

$ 10,000 /team

Sales & Service Assessment and CRM Implementation

Three Months of Training & Support

  • Technical Tool Setup
  • Initial Consumer Experience Audit
  • 3 Months of One-on-One Sales Coaching
  • Sales Pipeline and Automated Sales Follow-Up
  • Custom Reporting Dashboard
Drive Revenue

Increase Share of Wallet with Sales & Service Enablement

Better connect your marketing efforts with sales follow-up to drive real and measurable new accounts and loan growth. The HubSpot tool connects marketing efforts with sales follow-up, all with the goal of bringing your internal teams together to achieve your larger business growth goals and objectives.

Sales Enablement dashboard on a phone.
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Sales Enablement dashboard on a laptop.
What our clients say

Testimonials

We require no long-term commitment so you can decide to reduce or even end services at any time. We do this because we believe our results should be why you decide to stay with us.

But let's hear what our clients have to say...

Deepening Share of Wallet

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!

Improve Marketing AND Sales

The team at FI GROW Solutions was able to assess our current strategy and tactics, and help us improve both our marketing and sales processes for even greater success... They were fantastic to work with, gave one-on-one attention to everyone on our team, and were extremely effective. I would absolutely recommend them to any financial institution looking to strengthen sales or marketing tactics or sales and marketing enablement and alignment.

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