CSI's Brandi Meredith on Selling Fintech to Community Banks

At Money20/20 in Las Vegas, Brandy Meredith, SVP of marketing at CSI and Qolo, spoke with Financial Narrative’s Ashley Jones about marketing to community banks. CSI, a core banking provider, acquired Qolo in July and plans to package Qolo’s enterprise products for community institutions that are losing commercial deposits.

Meredith, who started as a part-time bank teller, said bankers care most about helping their customers, so marketing has to lead with benefits over technical jargon. She said about 5% of a market is in a buying cycle at any given time, and clarity and trust keep a brand in view for the rest.

For 2027, she plans to work with trusted industry influencers, analysts, and media to tell a clear story.

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