Course curriculum

  • 1

    Proven Email Marketing Strategies that Work for Banks and Credit Unions

    • Full Course - 7 Chapters - Total 52 mins

    • Step By Step Study Guide - Printable PDF

    • Course Presentation Slides - Printable PDF

  • 2

    Course Outline

    • Chapter 1: Subject Lines that Win More Accounts and Loans (9 Minutes)

    • Chapter 2: The Best Days/Times for Financial Institutions to Send Emails (4 Minutes)

    • Chapter 3: Calls-to-Actions (CTAs) that Convert Leads into Accounts and Loans (10 Minutes)

    • Chapter 4: Automation Techniques for Financial Institution Marketers (7 Minutes)

    • Chapter 5: Segmentation Tricks and Techniques to Yield High Performing Emails (8 Minutes)

    • Chapter 6: Email Reporting Metrics to Measure What Counts (7 Minutes)

    • Chapter 7: Email Best Practices and Mistakes to Avoid for Financial Institutions (3 Minutes)

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Course Preview

Instructor Bio


Meredith Olmstead

Meredith is the CEO of FI GROW Solutions, a financial institution digital marketing agency with team members and clients nationwide. Under Meredith's leadership, her team has truly mastered creating a cohesive digital investment strategy that yields guaranteed results. 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.

Are you a good fit?

Our courses are perfect for experienced financial marketers looking to keep up with rapidly changing digital channels or new marketing team members who need to get up to speed quickly.

The training was excellent. The information was extremely helpful and actionable. We found the materials all extremely helpful and well presented. An excellent course series!

-Margaret Nieter, Chief Innovation Officer
CommunityWide FCU

What We Cover

COURSE NOW AVAILABLE ON-DEMAND. You're competing for attention in an endless email inbox. We will show you how to stand out and get results!

  • Subject Lines that Win

  • The Best Days/Times for Sending

  • Calls-to-Action that Convert

  • Automation Techniques

  • Segmenting that Really Works

  • Measuring what Counts

  • Mistakes to Avoid

Want More?

Get our Make It Happen Course Bundle which include this course and 3 other courses to help you excel in financial institution marketing!

Lauren D.

VP of Professional Development

“Meredith delivers an impactful and energetic presentation that leaves attendees with many takeaways for their respective organizations. Always thought-provoking and leaving the audience eager for more! A delight to work with, I highly recommend Meredith for any event where you are considering digital marketing.”