In this podcast, Meredith Olmsted and Kristin Mock offer a detailed exploration of user experience...
Capture and Close Leads
Diversify Your Outreach
We help your teams focus on turning leads received into closed deals
Implement Sales Culture
Equip Your Team for Digital Sales Success
Training designed specifically for professionals in the banking industry
All-In-One CRM Tool
Automate, Personalize and Report
Empower your retail and lending teams and drive results for more loans and accounts.
One-On-One Coaching
Individualized Attention for Growth
Identify road blocks and provide customized solutions.
Align Marketing and Front Line
Remove Department Silos and Thrive
Build internal processes to bring marketing and retail/lending teams together.
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.
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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8 min read.Episode 42 - Designing a Digital Onboarding for New Customers that will Definitely Deepen Relationships
On-boarding programs is not a one-size fits all approach. Your financial institution should have... -
In this podcast, Meredith Olmstead, CEO and Founder of FI GROW Solutions, and Danielle Fancher, the... -
Is Your Credit Card In All Of Your Customers' Pockets? Do you experience your members or customers... -
In this episode, Meredith Olmstead, CEO of Fi Grow Solutions, and Danielle Fancher, Director of... -
This blog originally appeared as a guest blog on CUInsight. As we work with clients to build... -
Financial Institution Organizational Structure: Challenges Abound Within the Financial Services... -
9 min read.Episode 68 - How Lending & Retail Teams Can Work with Marketing to Reach Everyone's Goals!
In this episode, Meredith Olmstead, CEO of FI GROW Solutions, and Nida Ajaz, Senior Vice President...
