Episode 94 - Setting the Stage for More Success with Cross-Selling at Your Bank or Credit Union

Cross-selling at community banks and credit unions doesn't have to feel like sales—it should feel like service. In this episode of the Hit Record Podcast, FI GROW CEO Meredith Olmstead and Director of Sales Danielle Fancher unpack real-world strategies for creating authentic, high-impact cross-selling efforts. From live chat and automation to frontline staff training and data-driven segmentation, this episode is a deep dive into how to serve more deeply, not just sell more.

Key Takeaways:

Sales Is Service: Effective cross-selling starts with building trust and solving real problems—not pushing products.

Automate and Personalize: Use automation tools to respond instantly and personalize messages based on behavior and product use.

Celebrate the Wins: Daily team huddles, open discussion, and performance dashboards keep cross-selling goals aligned and team morale high.