FI Strategies
FI Strategies is a small but mighty consulting company with a unique suite of big personalized solutions for you and your organization. Simply stated, our mission is to help our financial institution clients be wildly successful by planning, growing, and creating outstanding experiences for their consumers and employees. Our engagement process allows us to get to know our clients thoroughly and become a "trusted partner" while helping them become optimally successful while having some fun along the way.
Resources from FI Strategies
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Wednesday, August 14, 2024 FI StrategiesFour Key Ways Executives Need to Support Mission, Vision, Values
Creating a strong strategic plan is important to future success but more important is having a culture properly positioned to support it and carry it out. The first piece in accomplishing that is a culture rooted in Mission, Vision, and Values.
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Monday, July 29, 2024 FI StrategiesFour Reasons Your Employees Need a Strong Mission, Vision, Values
Having a Mission, Vision, and Values is a critical first step but it’s only the first step. In this article, learn how to make it motivating for employees and how to live it every day with every member and co-worker.
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Friday, July 5, 2024 FI StrategiesThe One Thing Every Credit Union Needs to Learn Today from Starbucks
For many years, Starbucks has been a retailer we’ve largely admired and, in many ways, aspired to be like. Today, however, their brand and reputation have suffered greatly. And the primary reason for it, according to their leader, may surprise you.
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Thursday, February 1, 2024 FI StrategiesSix Reasons to Invest in Mission, Vision, Values+
Take a moment to download this report for 6 ways to magnify your future performance and permanently change the culture at your Financial Institution.
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Tuesday, August 29, 2023 FI Strategies3 Things Every Leader Should Do Today
Being a highly effective leader is a learned skill. Therefore, every leader must consistently hone their skills and establish a regimented process. This report shares three skills and processes every aspiring great leader should begin developing today.
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Wednesday, August 23, 2023 FI StrategiesHow to Turn Managers into Coaches and Leaders
For many people in managerial roles, they have received very little, if any, training on how to be a coach and leader. A highly successful transition from “manager” to “coach” requires three key components. Download this free guide to learn more.
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Monday, July 31, 2023 FI StrategiesFour Must-Haves for a Highly Motivated Culture
There are many ways you can try to create an optimally effective culture, but following these four proven steps will position your culture as a real differentiator for attracting, motivating, and retaining employees. Download your 4-step guide now.
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Monday, July 17, 2023 FI StrategiesFour Bookstore Strategies Your Financial Institution Should Adopt
Selling books is certainly a different world than retail banking but there are many lessons banks and credit unions can learn from what Barnes & Noble (B&N) has done. Here are four strategies you should adopt at your organization.
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Monday, May 1, 2023 FI StrategiesCritical Components of a Thriving Branch Culture
Download this report which explores how to enhance your cultural components and better satisfy the needs of your customers and employees.
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Wednesday, July 6, 2022 FI StrategiesThe “Secret Sauce” to Achieving Higher Levels of Success
Download this information document to see how Financial Institutions can use empathy to achieve higher performance and success.
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Monday, June 27, 2022 FI StrategiesThe Vital Role Scorecards Should Play at Your Financial Institution
Download this information document to see why Banks and Credit Unions should be implementing scorecards to drive performance.
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Saturday, June 18, 2022 FI StrategiesThe Key to Your All-Staff Training Days
Download this information document to see the most popular topics being discussed at All-Staff training events.
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Monday, December 6, 2021 FI StrategiesEmerging Leaders Contribute to Financial Institution’s Vision
Learn how one rapidly expanding Financial Institution leveraged a program that retained employees, expanded profits, and streamlined operations.
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Monday, August 16, 2021 FI StrategiesThree Keys to a Thriving Performance Culture
Every financial institution has a unique and critical opportunity right now to invest in their performance culture. The future success of their MX and EX will be largely determined by how they seize this opportunity.