FREE INTERACTIVE VIRTUAL
LIVE EVENT
Winning the $84 Trillion Scroll:
Capturing the Next Generation of Wealth through Social Media
Save Your Seat:

- Speakers
- Meredith Olmstead, CEO/Founder of FI GROW Solutions
Sophie Bawany, Social Media Strategist at FI GROW Solutions
- Focus
- Discover how your financial institution can win Gen Z's attention, build digital trust, and create scroll-to-relationship strategies that convert engagement into long-term loyalty.
- Agenda
- • Understand how to tap into the largest wealth transfer in history.
• Discover how Gen Z evaluates credibility, transparency, and alignment before choosing a financial institution.
• Explore practical social media strategies that convert digital attention into lifelong members and customers.
Is your digital strategy positioned to capture the next wave of wealth?
The largest wealth transfer in history is underway. An estimated $84 trillion will move from older generations to younger ones over the next two decades. But Gen Z and younger will not choose their financial institution the way their parents did.
They are forming trust in the scroll.
Before they inherit assets, buy homes, or build investment portfolios, they are watching, researching, and deciding who feels credible, transparent, and aligned with their values. If your institution is not showing up in their feeds, you are not in their future.
This session will break down how credit unions and community banks can win Gen Z's attention, build digital trust, and create scroll-to-relationship strategies that convert engagement into long-term loyalty.
The institutions that earn their trust today will manage their wealth tomorrow.
Who should attend? Whether you're a marketing leader or part of senior management at your financial institution, this session is designed for forward-thinking leaders who want to future-proof their institution and align their social media strategy with the next wave of wealth.
About the Speakers
You Don't Want to Miss this Virtual Live Event!
Meredith is the CEO of FI GROW Solutions, a digital marketing agency, with team members spanning from East to West coast, that focuses on financial institution digital marketing success.
She has helped design and implement numerous marketing and sales campaigns. Working with credit unions and banks as a partner and innovator, Meredith loves using her background in teaching to help clients build the internal skills necessary to achieve lasting digital growth.
Meredith has acquired great success through her leadership and knowledge and now is your chance to learn from her expertise.
Sophie is all about creativity and strategic marketing. With 9+ years of brand development and marketing experience, it is safe to say, she loves what she does. She is a dreamer who loves to think of unique and engaging ways to capture, retain and engage with a product's target market.
She is passionate about creating genuine relationships with clients based on honesty (with a dash of humor) and discovering what makes them unique. Sophie believes in utilizing the power of social media to reach untapped customers as well as generate brand engagement and brand authority.
So, if you want to talk about creative marketing strategies and content creation, Sophie is your girl.
Check Out Our On-Demand Webinars and Workshops
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Digital Branch
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To stay competitive in today's market, community banks and credit unions must embrace digital marketing tools to create a more personal touch in their marketing and sales strategies. In this FREE Workshop, we share tips and tricks that have worked for our clients in the past when promoting mortgage products and services. The goal is to turn your employees and customers into advocates!
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Digital Ads ROI?
Watch this information-packed session filled with examples, tips, and tricks that will drive new accounts and increase your loan volume through digital ads. You won't want to miss out on this opportunity to gain invaluable insights into maximizing digital advertising success tailored specifically for banks and credit unions.Revamp your bank or credit union digital advertising strategy by watching this FREE workshop.
