Close More New Accounts & Loans to Increase Share of Wallet
Work with our sales coaching team to implement successful processes and tools and empower your internal team to drive measurable sales results.
Digital Sales Enablement For Banks and Credit Unions
Define Sales Cadence
Diversify Your Outreach
Digital Sales Training
Equip Your Team for Digital Sales Success
All-In-One HubSpot Tool
Easy Incentive Strategy / Reporting
Individualized Attention for Growth
Align Sales and Marketing
Remove Department Silos and Thrive
Easy Access Data and Monthly ROI Review
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.
We understand the importance of helping FIRST and only then will your teams be ready to sell to your members or customers. This is the true meaning of creating an authentic 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.
Investing in Digital for Banks and Credit Unions
What Executives Must Know When Investing in Digital Marketing and Sales
Ensure you have everything you need to build a robust digital branch for your financial institution! It includes everything you must know when looking to invest in digital.
Increase Share of Wallet with Marketing & Sales 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.
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.
Sales Enablement Pricing
Two Day On-Site or Virtual Sales Training
- Defined Sales Process
- Digital Sales 101 Training
- Sales Role-Playing Activities
- Digital Sales Best Practice Training
- HubSpot Sales Tool Training
Individual and Team Support
- One-on-One Sales Coaching
- Review of Sales Productivity Expectations
- Monthly Sales Team Meetings
- ROI Review & Suggestions for Improvement
2 min read.Is Your Credit Card In All Of Your Customers' Pockets? Do you experience your members or customers...
Financial Institution Organizational Structure: Challenges Abound Within the Financial Services...
10 min read.
Episode 47 - Better Leveraging Tools, Techniques & Time for Sales at Your Credit Union or BankWhen it comes to sales enablement there are three areas we try to help our clients with, those...
Cross-selling or Upselling can be TOUGH but it's Necessary Cross-selling and upselling are great...
8 min read.
Episode 42 - Designing a Digital Onboarding for New Customers that will Definitely Deepen RelationshipsOn-boarding programs is not a one-size fits all approach. Your financial institution should have...
Sales is very necessary for the growth of your financial institution, but how do we achieve that in...
Podcast Episode 23: When it comes to creating content around Mortgage products and services, there...
Podcast Episode 12: The FI GROW team discusses must-have website features and best practices for...