69 episodes

FI GROW Solutions is a partner agency that works with credit unions and community banks to help drive growth and sales. We think bank marketing is broken! We decided to "Hit Record" during our strategic conversations around what's working for our partners, to share with other bank and credit union marketers and executives. If you're looking for best practices for your bank or credit union, join us while we talk all things sales, marketing and strategy for financial institutions!

Hit Record Podcast - FI GROW Solutions FI GROW Solutions

    • Business
    • 5.0 • 10 Ratings

FI GROW Solutions is a partner agency that works with credit unions and community banks to help drive growth and sales. We think bank marketing is broken! We decided to "Hit Record" during our strategic conversations around what's working for our partners, to share with other bank and credit union marketers and executives. If you're looking for best practices for your bank or credit union, join us while we talk all things sales, marketing and strategy for financial institutions!

    Episode 69 - How to Set Digital Ad Budgets for Your Bank or Credit Union

    Episode 69 - How to Set Digital Ad Budgets for Your Bank or Credit Union

    In this information-packed episode, Meredith Olmstead, CEO of FI GROW Solutions, and Ida Burr, Director of Digital Ads Management, dive into the nuances of budgeting for digital ads in the banking and credit union sectors. They discuss the strategic allocation of funds across various types of digital advertising, including social media, pay-per-click, display, and YouTube pre-roll ads, to optimize both engagement and conversions. Whether you're managing a small budget or scaling up, their exp...

    • 10 min
    Episode 68 - How Lending & Retail Teams Can Work with Marketing to Reach Everyone's Goals!

    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 of Marketing, discuss strategies for integrating marketing and sales within financial institutions. They highlight the importance of Google reviews for enhancing business reputation and SEO, and share effective methods for deepening customer relationships through automated referrals and targeted marketing, offering practical insights to boost customer engagement and business performance.Key Take...

    • 13 min
    Episode 67 - How to Avoid BIG Mistakes with Email Data and Bank or Credit Union Marketing

    Episode 67 - How to Avoid BIG Mistakes with Email Data and Bank or Credit Union Marketing

    In this episode, Meredith Olmstead, CEO of FI GROW Solutions, and Kristin Mock, an inbound marketing strategist at the company, explore real-world challenges and solutions in data management for digital marketing. They discuss a specific incident involving data upload errors at a financial institution and provide practical advice for avoiding similar issues.Key Takeaways:1. Importance of Automation in Data Management: The conversation highlights the critical role of automation in preventing e...

    • 10 min
    Episode 66 - Here's a Few Spring 2024 Google Search Tips for Banks & Credit Unions

    Episode 66 - Here's a Few Spring 2024 Google Search Tips for Banks & Credit Unions

    In this conversation, Meredith Olmstead, CEO of FI GROW Solutions, and Rebecca Gwaltney, FI Grow's inbound marketing manager, delve into the critical role of Search Engine Optimization (SEO) for banks and credit unions. They explore the latest trends in consumer search behavior and discuss strategic SEO practices aimed at boosting the online presence of financial institutions.Key Takeaways:1. SEO is Fundamental for Visibility: SEO involves optimizing content with relevant keywords to ensure a...

    • 12 min
    Episode 65 -Believe it or Not...Social Media for Banks & Credit Unions has Really Not Changed Much in the Last 10 Years!

    Episode 65 -Believe it or Not...Social Media for Banks & Credit Unions has Really Not Changed Much in the Last 10 Years!

    In this episode, Meredith Olmstead and Sophie Bawany, of FI GROW Solutions, are chatting about how to build trust and credibility through social media specifically for banks and credit unions. The conversation delves into the evolving landscape of social media for financial institutions. Their discussion highlights the enduring importance of social media for banks and credit unions, focusing on building credibility and fostering genuine connections with customers.Key Takeaways:1. The Co...

    • 10 min
    Episode 64 - Idenitifying & Addressing User Experience Problems with Your Bank or Credit Union Website

    Episode 64 - Idenitifying & Addressing User Experience Problems with Your Bank or Credit Union Website

    Meredith Olmstead and Kristin Mock, of FI GROW Solutions, dive deep into the crux of enhancing user experience on digital platforms for banks and credit unions. Their insightful dialogue sheds light on common pitfalls and strategic maneuvers essential for any financial institution aiming to refine its digital branch.Key Takeaways:Monitor Key Indicators to Spot UX Issues: A high bounce rate and poor conversion rates are glaring indicators that your website's user experience (UX) ma...

    • 11 min

Customer Reviews

5.0 out of 5
10 Ratings

10 Ratings

JBenj09 ,

Wisdom to help better member experience

This team brings such awesome insight to the table. Following them for years has helped drive more effective internal strategy, leadership and member experience! Thanks you!

Bryan majano ,

Insightful!

I’m really excited about the launch of this podcast. The episodes are insightful and educational. They’re specifically for bank and credit union marketing execs. Each episode is consumable/bite-size in length so it’s very easy to follow along. Go FI GROW team!

Rebecca Becca Bex ,

Great creative ideas!

Love the actionable tips for credit union and bank marketers. These fresh, out of the box ideas create results. Well done!

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