Hit Record Podcast - FI GROW Solutions

Ep 124 - Prompt. Personalize. Perform. Using AI to Build Better Email Campaigns

AI can help banks and credit unions create better email campaigns, but getting useful results takes more than a basic prompt. In this episode of the Hit Record Podcast, Meredith Olmstead sits down with Rebecca Gwaltney from FI GROW Solutions to share practical ways marketers can use AI to write stronger emails, generate creative ideas, and build campaigns more efficiently. They also discuss why brand consistency, accuracy, and compliance still require a human touch. Key Takeaways: 1. Better prompts lead to better emails. Give AI clear campaign goals, product details, brand guidelines, and examples of successful emails to get more useful content. 2. Don't settle for the first draft. Use AI to brainstorm subject lines, test different messaging, and identify ways to improve engagement. 3. One email can become an entire campaign. Turn approved content into follow-up emails, segmented messaging, and additional touchpoints without starting from scratch.

Episode 123- Instagram Content Creation Is Changing Because of AI

AI is changing how marketers create content, but that doesn’t mean every use of AI is treated the same. In this episode of the Hit Record Podcast, Meredith Olmstead and FI GROW Social Media Strategist Sophie Bawany break down the difference between AI-assisted and AI-generated content, what Instagram’s changes mean for reach and recommendations, and why banks and credit unions should keep real people at the center of their social media strategy. Key Takeaways: 1. AI-assisted and AI-generated content are not the same. Using AI to brainstorm ideas, help with captions, or improve efficiency is different from publishing fully AI-generated people, images, or videos. 2. Trust still matters more than efficiency. AI can make content creation easier, but financial institutions need to consider whether members will trust an AI-generated spokesperson as much as a real employee or local lending expert. 3. Your content needs to get to the point faster. Instagram is paying closer attention to what content is actually about when determining recommendations, making clear topics, keywords, and strong opening hooks even more important

Episode 122 - Guest Podcast with Austin Wentzlaff - Mistakes to Avoid with your CORE Integration to HubSpot

Connecting core data to your marketing and sales platforms can unlock huge opportunities, but only if the foundation is built correctly. In this episode of the Hit Record Podcast, Meredith Olmstead talks with Austin Wentzlaff, CEO and Founder of Nook, about what banks and credit unions should consider before tackling a data integration, from security and scalability to choosing the right data and avoiding costly mistakes. Key Takeaways: 1. Build your data foundation for the long term. An integration that works today may not work as your use cases grow. Plan for how marketing, lending, and sales may eventually use the data. 2. Security should be part of the decision from day one. Financial institutions need to understand where their data lives, how it moves, and how sensitive information is protected. 3. Start small and prove the value. Begin with the data and users you actually need, create some early wins, and expand from there instead of trying to integrate everything at once.

Ep. 121 Financial Inclusion: Serving the Underserved Authentically

Reaching an underserved community takes more than translating your marketing materials. In this guest episode of the Hit Record Podcast, Meredith Olmstead talks with Christin Vaughn, CMO of Allegiance Credit Union, about the years of research, community involvement, and internal change behind the launch of Alianza. They also share what Allegiance learned along the way and the results that proved there was a real need in the Oklahoma City community. Key Takeaways: 1. Start by listening to the community. Allegiance spent years talking with local community members and employees before building Alianza, allowing the people they wanted to serve to help shape the brand. 2. Trust has to go deeper than marketing. Bilingual staff, new policies, accessible products, ITIN acceptance, and an in-person branch experience helped make Alianza more than a translated version of Allegiance. 3. Serving an unmet need can drive real growth. Alianza generated more than 50% of Allegiance's new membership growth last year, despite its branch being open for only nine months.

Ep. 120 AI-Powered Digital Marketing Ads for Banks & Credit Unions

Artificial intelligence has evolved quickly, and so has the way it supports digital advertising. In this episode of the Hit Record Podcast, Meredith Olmstead and Ida Burr revisit one of our most popular AI discussions to share what's changed over the past two years. From reporting and campaign optimization to compliance and conversion tracking, they explore practical ways banks and credit unions can use AI to work smarter while keeping strategy firmly in human hands Key Takeaways: 1. AI helps you work smarter, not harder.AI can quickly analyze campaign data, identify trends, and surface insights so marketers can spend less time on reporting and more time improving results. 2. Better data leads to better ads. Strong reporting and conversion tracking help AI optimize campaigns, improve targeting, and drive more meaningful results over time 3. People still power great marketing. AI is a powerful tool, but strategy, creativity, and human expertise are what turn good digital ads into great ones.

Ep. 119 Website Design for Credit Unions and Banks: What Should It Cost?

Building a new website is one of the biggest investments a bank or credit union will make. But how do you know what you should actually be spending? In this episode of the Hit Record Podcast, Meredith Olmstead sits down with Duncan Craig to discuss what drives website costs, where institutions should invest, and why the cheapest option isn't always the smartest one. Key Takeaways: 1. Your website is one of your most valuable branches. For many consumers/members, your website is their first impression of your institution. A strong website should do more than look good. It should build trust, answer questions, and make it easy for people to take the next step. 2. A great website should grow with your institution. Launching a new website isn't the finish line. The best websites are built so they can evolve with new products, new content, and changing member expectations without needing a complete rebuild. 3. The right partner is just as important as the budget. Website projects are about more than design. Working with an experienced partner who understands strategy, user experience, and long-term growth will deliver far more value than simply choosing the lowest price.

Episode 118 - How HubSpot Marketing and Sales have changed things for this Mortgage Lender

Strong marketing can generate leads, but without a system to nurture, organize, and follow up with those opportunities, growth stalls. In this episode of the Hit Record Podcast, Meredith Olmstead sits down with Frank Prinzivalli, VP of Residential Lending at Middlesex Federal Savings, to discuss how HubSpot transformed his lending process. From managing referral relationships to tracking borrower journeys and automating follow-up, Frank shares how technology helps lenders stay organized while creating a more personalized experience for borrowers. Key Takeaways: 1. Organization Drives Better Follow-Up. Before implementing HubSpot, leads were coming from multiple sources, including referrals, real estate agents, attorneys, past clients, and community connections. Centralizing those opportunities into one system made it easier to track conversations, manage follow-up, and ensure no potential borrower slipped through the cracks. 2. Consistent Communication Wins More Business. Many borrowers are not ready to make a decision immediately. Automated email campaigns, educational content, and regular touchpoints help keep lenders top of mind, so when the timing is right, borrowers and referral partners know exactly who to call. Technology Helps Personalize Relationships at Scale. The goal is not to replace personal relationships. Instead, tools like HubSpot allow lenders to maintain meaningful connections with more people by tracking activity, organizing pipelines, and providing context for every interaction throughout the lending journey.

Episode 117 - What a Concession Stand Taught Me About Sales for Your Financial Institution

Episode 116 - Is Blogging Dead in the Age of AI

Episode 115 - Why AI is Driving a Resurgence of Financial Content on Social Media

Social media has become the first stop for financial advice and education for younger generations, while AI has flooded the internet with content that is not always trustworthy. In this episode, Meredith Olmstead and Sophie Bawany discuss how “de-influencing” is reshaping financial marketing, why authenticity matters more than polished sales messaging, and how credit unions and community banks can use human-first social media content to build trust, fight misinformation, and connect with younger audiences. Three Key Takeaways 1. AI Can Scale Content, But It Cannot Automatically Build Trust AI makes it easy to create massive amounts of content quickly, but that creates a new challenge: credibility. Younger audiences are becoming more skeptical of polished online content, especially when it comes to financial advice. Credit unions and community banks have an opportunity to step in as trusted voices that help “de-influence” misleading financial trends. 2. Social Media Is Now the First Financial Touchpoint Gen Z and younger millennials are not starting their financial research on Google or bank websites anymore. They are searching directly on TikTok and Instagram because they want quick, digestible, relatable information. Financial institutions that create educational short-form content can meet consumers exactly where they already spend their time. 3. Authentic Content Outperforms Polished Sales Messaging Today’s audiences can spot overly produced sales content immediately. The institutions building the strongest trust online are the ones leading with honesty, education, and human connection instead of product pushes. Real conversations, relatable people, and transparent messaging are becoming the new competitive advantage.