Service Alone Isn't Enough I still see credit unions and community banks with a mission based on...
Define Sales Cadence
Diversify Your Outreach
Approach sales through multiple channels and better manage your sales team.
Digital Sales Training
Equip Your Team for Digital Sales Success
Digital sales training designed specifically for professionals in the banking industry.
All-In-One HubSpot Tool
Easy Incentive Strategy / Reporting
Empower your digital sales team and drive results for more loans and accounts.
One-On-One Coaching
Individualized Attention for Growth
Identify road blocks and provide customized solutions.
Align Sales and Marketing
Remove Department Silos and Thrive
Build internal processes to bring marketing and sales closer together.
Robust Reporting
Easy Access Data and Monthly ROI Review
Analyze results and brainstorm ways to improve and drive growth.
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.
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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Creating effective marketing campaigns in any area of business can be challenging, but for credit... -
It's no surprise that as our members and customers cope with uncertainty, their spending habits and... -
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 Bank
When 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 Relationships
On-boarding programs is not a one-size fits all approach. Your financial institution should have...
