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Episode 96 - Tips for Growing the Marketing Budget at Your Bank or Credit Union

Author
FI GROW Solutions
Published
Wed 18 Jun 2025
Episode Link
None

In this episode, Meredith Olmstead and Kristin Mock break down how credit unions and community banks can advocate for bigger, smarter marketing budgets. From connecting marketing efforts to core data to shifting the mindset from "expense" to "investment," they share actionable tips to align your budget with real growth goals.

Key Takeaways:

  • Data Changes the Conversation: Connecting your core and marketing systems can prove that marketing drives revenue, not just impressions.
  • Budget Shouldn’t Be Just Marketing’s Job:  Your website and digital assets support sales, service, and operations—so their budgets should too.
  • Think Digital = Your Most Important Branch:  It’s time to treat your digital presence like the branch it truly is—an asset that deserves serious investment.

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