Shows
Bank Marketing ShowEp 85 - Turning Stories Into Strategy - Humanize Your Brand Turning Stories Into Strategy: Humanizing Your Brand Think you need a massive ad budget to stand out? Think again. This episode is all about how community banks can turn everyday staff and customer stories into powerful, memorable marketing—while keeping spend to a minimum. If your team’s struggling with content ideas, this is your playbook. In this episode, Chris and Dan cover: Why stories beat stock photos every time How to encourage employees to share small, real moments Turning everyday experiences into community trust Mixing personal + professional for maximum impact Campaign ideas that make...2025-05-1231 min
Bank Marketing ShowEp 84 – Guerrilla Marketing – High-Impact Engagement & TacticsForget billboards and banner ads — this episode is all about unexpected, low-cost, high-impact marketing moves that big banks simply can’t pull off. Chris and Dan share real-life guerrilla marketing campaigns from community banks that sparked...2025-04-2800 min
Bank Marketing ShowEp 84 - Guerrilla Marketing - High-Impact Engagement & Tactics Forget billboards and banner ads — this episode is all about unexpected, low-cost, high-impact marketing moves that big banks simply can’t pull off. Chris and Dan share real-life guerrilla marketing campaigns from community banks that sparked attention, built goodwill, and drove serious local engagement. In this episode: What guerrilla marketing is (and why it works for banks) How surprise and delight builds brand loyalty Real examples: food trucks, cookbooks, classroom giveaways & more Ways to turn offline buzz into social media momentum Compliance watch-outs and how to stay inclusive Tips for measuring success and repeating what works ...2025-04-2832 min
Bank Marketing ShowEp 83 – The Future of Community Bank Marketing with Caleb StevensPodcasting isn’t just for influencers anymore—banks are getting in the game. In this episode, Chris and Dan sit down with Caleb Stevens, VP of Marketing at SouthState Bank’s Capital Markets Division and host of the Community Bank Podcast. From...2025-04-1400 min
Bank Marketing ShowEp 83 – The Future of Community Bank Marketing with Caleb StevensPodcasting isn’t just for influencers anymore—banks are getting in the game. In this episode, Chris and Dan sit down with Caleb Stevens, VP of Marketing at SouthState Bank’s Capital Markets Division and host of the Community Bank Podcast. From...2025-04-1400 min
Bank Marketing ShowEp 83 - The Future of Community Bank Marketing with Caleb Stevens Podcasting isn’t just for influencers anymore—banks are getting in the game. In this episode, Chris and Dan sit down with Caleb Stevens, VP of Marketing at SouthState Bank’s Capital Markets Division and host of the Community Bank Podcast. From demand generation to practical AI use, Caleb breaks down how banks can modernize without losing sight of what really matters. In this episode, we cover: - The rise of podcasting as a bank marketing tool - How digital lead gen is changing—and how demand creation is in - How to use AI in practical, low-risk ways i...2025-04-1453 min
Bank Marketing ShowEp 82 - Building an Army of Brand Ambassadors How do you grow your bank’s social media presence without relying on your bank's own profiles? Most banks don't - but in this episode, Chris and Dan explore a different strategy: using your own staff as influencers and brand ambassadors. You’ll learn why employee-led content consistently outperforms corporate posts—and how to turn your team into your most powerful marketing channel. Here’s what we cover: - Why your employees’ social media reach outperforms bank official pages - Creating a culture of brand ambassadorship, not just marketing - Balancing compliance with creativity in employee posts...2025-03-3135 min
Bank Marketing ShowEp 82 – Building an Army of Brand AmbassadorsHow do you grow your bank’s social media presence without relying on your bank's own profiles? Most banks don't - but in this episode, Chris and Dan explore a different strategy: using your own staff as influencers and brand ambassadors....2025-03-3100 min
Bank Marketing ShowEp 80 - Marketing in a Cookieless Future with Hollie BrownMany community banks are missing out on valuable marketing opportunities. Statistics show that many community banks aren’t currently utilizing cookies, which used to put them at a disadvantage. However, with cookies being increasingly phased out, updating your website pop-ups and refining your other marketing strategies is crucial. While some data will be lost in a cookieless environment, there are ways to continue engaging with customers. In this episode, Chris Bates, Dan Novalis, and Hollie Brown explore what a cookieless future means for community banks. Email marketing is one effective strategy that doesn’t rely on cookies, and b...2025-03-0351 min
Bank Marketing ShowEp 79 - How Much Should You Spend on MarketingRegardless of your asset size and marketing bandwidth, budgeting is a challenge. Marketers never have as much as they would like, and those setting the budgets might see it as an expense (hint: it's not! It's an investment!). In this episode Chris and Dan discuss the crucial strategies for effective bank marketing budgeting. They emphasize the importance of digital marketing, the evolving role of bank marketers, and the significance of holding a portion of the budget for unplanned opportunities. Key insights are drawn from the American Bankers Association (ABA) article on marketing budget trends, highlighting the...2025-02-1732 min
Bank Marketing ShowEp 78 – Good Marketing Starts With CultureChris and Dan discuss the critical importance of business culture in impacting and enhancing marketing efforts. They explore how a positive internal culture can translate into authentic and engaging marketing & content that connects with...2025-02-0300 min
Bank Marketing ShowEp 78 - Good Marketing Starts With CultureChris and Dan discuss the critical importance of business culture in impacting and enhancing marketing efforts. They explore how a positive internal culture can translate into authentic and engaging marketing & content that connects with audiences. Highlighting real-world examples, they emphasize the value of genuine storytelling featuring employees and community activities. They also outline the significant role of leadership support in fostering a culture that reflects positively in marketing strategies, ultimately helping community banks to differentiate themselves and connect better with customers. Topics Include: The Importance of Culture in Marketing Connecting Culture with Modern Marketing K...2025-02-0329 minBank Marketing ShowEp 78 – Good Marketing Starts With CultureChris and Dan discuss the critical importance of business culture in impacting and enhancing marketing efforts. They explore how a positive internal culture can translate into authentic and engaging marketing & content that connects with...2025-02-0300 min
Bank Marketing ShowEp 77 The Essentials and Benefits of Brand Messaging with Erin FultsWith over 5,000 community banks and credit unions in the US, your brand is the only thing that differentiates you in your community and online. “Brand messaging” is the collection of words, imagery, and stories that you use to explain the value your community bank brings to customers. It’s not enough to say that your bank is “better” at something than others—better is unclear and doesn’t help you stand out. Instead, your brand message should answer important questions: What makes your bank different? What problems do you solve that other banks don’t? A strong brand message helps you connect...2025-01-2147 min
Bank Marketing ShowEp 76 - The Power of Local - Banking in the CommunityChris and Dan discuss strategies for community banks to enhance their local marketing efforts. They emphasize the importance of connecting digital and brand initiatives with local engagement to build trust and visibility. This episode provides a checklist for banks to leverage local strategies, use digital tools, and measure ROI effectively. Chris and Dan also discuss the benefits of outsourcing technical marketing tasks to focus more on community involvement while providing practical tips and best practices for amplifying local campaigns. Topics Include: Importance of Local Community Involvement Building Trust and Visibility in Your Community Intentional C...2025-01-0633 min
Bank Marketing ShowEp 75 - Personalized Banking - Driving Engagement in a Digital WorldChris and Dan continue the three-part series by exploring the impact of digital marketing on community banks. Building on the previous episode's discussion on branding, they both dive into digital personalization, emphasizing the importance of creating tailored customer experiences and engaging through multiple digital channels. This episode offers practical advice on segmentation, automation, the balance between digital strategies and human touch, and the significance of consistency and metrics in tracking success and optimizing marketing efforts. Filled with actionable insights and examples, this episode is a must-listen for any community bank looking to bolster its digital presence while m...2024-12-2342 min
Bank Marketing ShowEp 74 - Building a Bank's Brand That LastsIn this episode of the Bank Marketing Show, hosts Chris and Dan embark on a deep dive into the critical aspects of brand strategy for banks. They explore the importance of distinguishing between brand and marketing strategies, emphasizing the need for consistent brand presentation and leveraging customer stories to build trust. The discussion includes insights on maintaining 'always-on' awareness campaigns, utilizing visual elements to shape customer perceptions, and differentiating in a competitive market. Chris and Dan also address the challenge of tracking brand success and the importance of commitment to long-term brand building. This episode is the...2024-12-0945 min
Bank Marketing ShowEp 73 - The Great Brand Refresh Tale of A Community Bank with Dave Peters and Marty HegerIt’s time to rebrand your community bank. Where do you start? Rebranding a community bank involves a simple four-step process: identifying the problem, taking time to plan, checking your resources, and then acting on your plan. First, it’s about recognizing that something isn’t working. Many banks face issues like dropping deposits and having a smaller credit pipeline. While these banks are trusted locally, they might struggle to reach younger audiences or keep up digitally. This isn’t just about offering competitive rates but making real improvements to stay valuable and relevant to the community. In this...2024-11-251h 01
Bank Marketing ShowEp 72 - The Latest Essentials In Bank Marketing Compliance with Memrie FortenberryFinding the right balance between marketing and compliance is essential for community banks. The first step is ensuring that marketers and compliance officers build a trusting relationship. Compliance should always be involved in marketing decisions to prevent any issues. Community banks need to make sure their marketing messages are clear and easy for the average customer to understand, especially as regulations like the new FDIC are becoming stricter. In this episode, Chris Bates, Dan Novalis, and Memrie Fortenberry discuss how community banks must ensure their third-party vendors are properly managed. Even if a third party handles your m...2024-11-1135 min
Bank Marketing ShowEp 71 - Essential Social Media Compliance Guidelines with Jill WilliamsSocial media is a key tool for community banks to connect with their local communities and grow their brand, but it’s important to follow the rules and regulations to get it right. Community banks need to be creative in what they post, but they also need to ensure they stay within the social media guidelines to protect both the bank and their customers. That’s why our guest created a solution to help banks balance effective marketing while still following the rules. In this episode, Chris Bates, Dan Novalis, and Jill Williams discuss managing risks while mark...2024-10-2849 min
Bank Marketing ShowEp 70 - Three Key Leadership Facets That We Don't See Enough OfChris and Dan discuss the importance of leadership in banking, especially focusing on transparency, adaptability, and vision implementation. They dive into how leadership styles impact a bank's marketing strategies, and the necessity for modern leadership that embraces technology and diversity. Key points include the significance of transparency to foster trust, the need for adaptability in a fast-changing environment, and the importance of defining and implementing a clear vision. This episode encourages listeners to reflect on their personal leadership style and what guides them. In this episode: Leadership in Banking The Importance of Transparency Implementing...2024-10-1437 min
Bank Marketing ShowEp 69 - 5 Most Common Community Bank Goals It’s strategic planning season – time to start figuring out what your bank should do next year, and get your budget in order. In our work with banks and credit unions across the country, we’ve noticed some themes emerge in the form of common marketing goals. In this episode, Chris and Dan break down the five most common goals they hear – and give actionable advice for how to make real progress towards them: Growing deposits Increasing cross-sell Attracting younger customers Deepening your community relationship Growing loan applications Resources Mentioned: contact@bankmarketingshow.com Bank Marketing...2024-09-3037 min
Bank Marketing ShowEp 68 - Working Smarter with the Resources You Have Most bank marketing teams are cash-, personnel-, and time-strapped. In this episode, we break down ways to get more from what you already have – through strategic partnerships, networking, outsourcing, and tech. In this episode: - Why spending more money does not equate to better marketing - The power of partnerships for social media growth and engagement - How networking groups can help you learn tricks and shortcuts to marketing success - Smart ways to outsource that aren’t free, but cheaper than you think - The role of Tech, like Chat GPT, in stretch...2024-09-1626 min
Bank Marketing ShowEp 67 - 5 Things You Should Be Doing With Email Even though email has been around for decades, surprisingly, many banks are not utilizing the channel optimally (or at all!). In this episode, Chris and Dan dive deep into email marketing for banks – everything from the mundane birthday email to data-driven onboarding and cross-selling campaigns. If you're a bank marketer or a professional in the financial industry, this episode is a must-listen, providing practical advice, valuable insights, and a friendly, personable approach to email marketing strategies that can enhance customer engagement and drive growth. In this episode: - Strategy: Tips for crafting compelling email camp...2024-09-0244 min
Bank Marketing ShowEp 66 - How Targeted Marketing Gives You ROI [Replay Of Ep 26]It's a Bank Marketing Show Best-Ever Summer Replay! This week, we replay one of our most downloaded episodes ever - 'How Targeted Marketing Gives You ROI'. Listen in on why targeted marketing matters and gives you returns, and what you should do about it in your bank. Stop thinking about selling your product. Start thinking about how it benefits your customer. Data-driven campaigns are the future of marketing. By gathering data on your existing customers, large and small banks can use this information to create better-targeted advertising campaigns. In this episode, D...2024-08-1950 min
Bank Marketing ShowEp 65 - The Importance of Brand Voice [Replay of Ep 39]It's a Bank Marketing Show Best-Ever Summer Replay! This week, we replay one of our most downloaded episodes ever - The Importance of Brand Voice. Listen in on why brand voice matters and what you should do about it in your bank. A great brand voice has the same effect as a finely-tuned orchestra playing an unforgettable melody. For your bank, this means memorable differentiation from your competitors. Developing your brand voice involves determining the right tone, communication style, and emotions that echo the bank's mission. It’s not just the realm of mar...2024-08-0538 min
Bank Marketing ShowEp 64 - Supercharging Financial Marketing Content with ChatGPT with Ben UdellGenerative AI, like ChatGPT, can be a helpful tool alongside what you already use at your community bank. But many banks don’t know where to start, or are worried about compliance issues from using it. Banks need to think about how they talk to AI, the rules that guide its use, and what role it plays in their teams. In this episode, Chris and Dan interview Ben Udell, SVP of Digital Innovation at Lake Ridge Bank, about how he uses Gen AI at his bank and teaches other banks how to get the most out of it...2024-07-221h 05
Bank Marketing ShowEp 63 - 5 Key Strategies for Competitive AdvantageChris and Dan dive deep into the world of bank marketing to uncover the secrets of gaining a competitive edge. They share practical insights and actionable steps for banks to effectively leverage their competitive advantage, ultimately leading to greater differentiation and success in the market. There's an emphasis on the importance of understanding your bank's unique value proposition and differentiating it from competitors, all while keeping things simple and specific. This is where Chris and Dan also highlight the significance of seeking feedback from both loyal and potential customers to truly understand their perceptions and preferences. 2024-07-0841 min
Bank Marketing ShowEp 62 - Banking Association Perspectives with Chris Moya, CEO of ICBA-NMEven with the rapidly shifting financial landscape, community banks remain a pillar of the local economy. Up until recently, interest rates remained largely unchanged and favorable for business owners and buyers. But over the last 18 months, a shift has taken place that is showing us a new reality. In this episode, Chris interviews Chris Moya, CEO of ICBA of New Mexico. They discuss upcoming marketing trends for community banking – like showcasing the value you bring to the community, building relationships with younger customers, and finding beneficial partnerships with fintechs and marketing agencies. It’s not about changing who y...2024-06-2437 min
Bank Marketing ShowEp 61 - 2024 Mid-Year Trends (Hint: AI)Chris and Dan dive into the ever-evolving landscape of AI in banking. Drawing from their experiences, they shed light on the prevalent use of AI and its transformative impact on marketing strategies within the banking sector. They emphasize the importance of staying ahead of the curve by embracing AI and adapting it into the culture of financial institutions. This episode provides valuable insights into the current trends, emphasizing the need for banks to innovate and incorporate AI and other strategies to enhance customer-specific marketing messages. With a focus on AI integration and its potential to revolutionize banking...2024-06-1035 min
Bank Marketing ShowEp 60 - How Effective Systems Improve Your Results Chris and Dan dive into the impact of a bank's team structure on its marketing operations. No matter the size of your bank or credit union, there are a few key things to keep in mind when structuring the marketing team. In this episode, Chris and Dan emphasize the importance of first aligning marketing activities with the bank’s strategic plan. Once the activity set is defined, you can then structure the marketing team to support those activities. This builds your bank’s marketing foundation as a core part of the bank’s operations, and helps yo...2024-05-2828 min
Bank Marketing ShowEp 59 - Using Video to Grow Brand EngagementIn this episode, we dive into the importance of incorporating video into bank marketing strategies. We highlight the power of storytelling through video content and how it can create a more engaging experience for your audience. We stress the significance of differentiating from competitors and embracing the evolving trends of video content on social media. Listen to us share practical advice, like evaluating competitors' strategies, and provide tangible examples to showcase the impact of video content. We offer valuable insights for banks aiming to enhance their marketing strategies with video content. You'll gain a deeper understanding of...2024-05-1333 min
Bank Marketing ShowEp 58 - Producing Content that Actually Engages with Hollie BrownContent marketing is an oft-misunderstood thing – most banks just produce blog posts about financial topics, and sometimes collect them into a periodic newsletter. But are you really adding value to your customers with a blog post on “the difference between fixed and ARM mortgages”, when there are literally hundreds of similar blogs already online? In this episode, Chris and Dan chat with Hollie Brown, VP of Marketing for Coastal Community Bank. Hollie leverages her journalism background and the bank’s network to create regular, expert-driven content for her customers. That content “engine” has even led to a system that dr...2024-04-2940 min
Bank Marketing ShowEp 57 - Simple SEO You Can Do Today with Ben WalshSEO is a powerful but often misunderstood tool to improve your bank’s rankings on search engines – which translates directly into being found, especially among younger, digital-first generations. In fact, search rankings are one place that it’s often possible for small local institutions to outrank their larger, national competition...if you know the tricks. In this episode, Chris and Dan interview Ben Walsh, an SEO expert, about how rankings are a local bank’s most powerful tool. Ben walks us through the easiest changes to make – literally things that you can do today in just a few minutes...2024-04-151h 01
Bank Marketing ShowEp 56 - The Key Digital Ad Pillars of 2024 with Matthew WadeDigital advertising has never been more important for community banks – it’s one of the easiest ways to make your brand more visible to younger customers, who spend the most time online. For many banks, digital ads have become a first conversation of sorts, encouraging prospective customers to research the bank more as they make their decisions. In this episode, Dan and Chris speak with Matthew Wade, President of Exact Marketing, a digital media agency based in Nashville. We discuss the four pillars of the digital advertising industry: search engine marketing, retargeting customers, contextual targeting, and behavioral target...2024-04-0141 min
Bank Marketing ShowEp 55 - How Bank Five Nine used heritage to rebrand for the future with Jeff McCarthyCommunity banks, it’s time to stand out from the crowd. Rebrands are no small feat – and to make them successful, lots of parts need to align in order to develop something that no other bank can replicate. In this episode, we interview Jeff McCarthy, SVP and Marketing Director of Bank Five Nine in Oconomowoc, Wisconsin. Jeff led the bank through a major rebranding project that has paid dividends in the last few years since it launched. Jeff walks us through his process, from the initial idea to the decision to rebrand the bank completely – and the steps th...2024-03-1846 min
Bank Marketing ShowEp 54 - MAJOR MARKETING CHALLENGE SERIES #4 - The Alignment of Effort And ValueWe’re returning with the fourth episode of the Major Marketing Challenge Series – where we discuss the biggest problems facing bank marketing teams. In our work with banks, we find that many teams end up spending time on tasks that don’t add to the bottom line – like the right shade of orange for your logo. And those same teams breeze through the stuff that matters more – like the right CTA for a landing page or a proper A/B test to figure out what really resonates with customers. Marketers should be spending time putting themselves in the custome...2024-03-0428 min
Bank Marketing ShowEp 53 - MAJOR MARKETING CHALLENGE SERIES #3 - Avoid Scattered Marketing We’re returning with the third episode of the Major Marketing Challenge Series – covering the risks of scattered marking tactics. In this episode, we discuss the common struggle of scattered marketing in the banking industry. We emphasize the importance of having a strategic marketing plan to avoid wasted resources and ineffective tactics, and share real-life examples while stressing the need for a proactive mindset shift, highlighting the benefits of surrendering old habits and embracing intentional strategies. Our conversation also touches on the role of video in marketing and the significance of aligning marketing messa...2024-02-1926 min
Bank Marketing ShowEp 52 - MAJOR MARKETING CHALLENGE SERIES #2 - Avoid Reactive MarketingWe’re kicking off the second episode of the Major Marketing Challenge Series – covering the unexpected power of proactive marketing in banking. In this episode, we dive into the challenges of proactive versus reactive marketing in the banking industry. We emphasize the importance of aligning marketing efforts with the strategic goals of the bank to achieve better results and justify marketing spend. Our conversation highlights the significance of strategic planning, setting a shared vision, and the need for cohesive leadership and marketing direction. We stress the benefits of having a comprehensive strategic plan, aligning marketing with...2024-02-0536 min
Bank Marketing ShowEp 51 - MAJOR MARKETING CHALLENGE SERIES - #1 - Modernizing Your Bank We’re kicking off a new set of episodes called the Major Marketing Challenge Series – covering solutions to the big picture challenges that we see most commonly in our work with community banks and credit unions across the country. In this episode, we tackle Modernization: why it’s important, the challenges banks face in pursuing it, and practical solutions and case studies from our work. Modernization isn’t easy, but when community banks revamp their visual branding, embrace digital platforms, and leverage data utilization, they can more effectively appeal to younger audiences and stay competitive. Listen i...2024-01-2241 min
Bank Marketing ShowEp 50 - Connecting with Millennials and Gen Z with Dr. Brett AndrewsAlmost all community banks today struggle with attracting younger people to replace deposits that leave due to an aging customer base. Countless articles, keynote speeches, and podcasts have been devoted to learning how to connect with Millennials and Gen Z. In this episode, we interview Dr. Brett Andrews, Dean of the Business School at Belhaven University in Jackson, Mississippi. Dr. Andrews has been teaching business school students for over 20 years – watching as trends, fears, goals, and challenges have developed across these generational lines. Learning to better connect with younger generations can not only benefit your marketing’s perfo...2024-01-0850 min
Bank Marketing ShowEp 49 - Highlights & Takeaways from 2023As we wrap up 2023, we reflect on some of the highlights and takeaways we had on the show this year, and pull out a few gold nuggets for you to take into 2024. We're truly thankful for all you listeners and viewers for tuning into the Bank Marketing Show and we're excited to bring you a wide range of new guests and material for the coming year! In this episode: - Discover innovative bank marketing strategies to stand out in a crowded market. - Uncover the power of neuroscience in crafting effective banking messages.2023-12-2631 min
Bank Marketing ShowEp 48 - The Power of Data-Driven Marketing with Dvir Ginzburg and Ilan FlaxData-driven marketing doesn’t need to be difficult. Community Banks of any size can use data-driven techniques to better understand their customers and predict their needs. In this episode, Dan and Chris chat with Dvir Ginsburg and Ilan Flax of Insait, a data platform that’s helping community bank marketing and analytics teams achieve higher conversion through data-driven analysis and campaign creation. We discuss how data-driven techniques improved the results of a recent CD campaign, and the differences between data-driven, personalized marketing, spam marketing, and spray-and-pray campaigns and how each of these marketing avenues impacts potential customer respo...2023-12-1145 min
Bank Marketing ShowEp 47 - Burnout to Success - Designs for Personal and Work Life We’re taking a little step back from bank marketing in this episode to talk about a topic that can make us all more successful, professionally and personally: self-care. Chris and Dan get personal and share their own burnout stories, and how those experiences made them realize the importance of “putting your own oxygen mask on first”. We then discuss the challenges of feeling constantly busy and overwhelmed, and the negative impact it can have on marketing and business opportunities. Focusing on self-care isn’t selfish – it can actually make you more present in your job and fam...2023-11-2741 min
Bank Marketing ShowEp 46 - The Neuroscience of Messaging with Grant GoodingDefaulting to “Trusted, Local” or “100+ Years in Business” in your bank’s messaging? Many banks think because it’s tried and true, or it’s meaningful to them, that it will also resonate with their customers and prospects. But you could actually be hindering your marketing efforts by sticking with generic messages like this. This week, Chris and Dan chat with Grant Gooding, CEO of Proof Positioning, a market research firm that specializes in measuring consumer emotions and motivations. Understanding your customer base starts with exploring the neuroscience of messaging: asking the right questions to people to understand the...2023-11-1351 min
Bank Marketing ShowEp 45 - Drill Into Your Marketing Plan - Goals, Audience, Message You’re already making a strategic plan (hopefully!) – but you can make it work harder and better with more specificity. In this episode, we discuss the need for specificity when setting goals, defining a target audience, and developing a message that speaks to that audience. We also stress the importance of adaptability in strategic planning, as market conditions and customer preferences can change rapidly. Listen in for valuable insights and practical tips that will enhance your marketing strategies and increase your effectiveness in capturing your target audience. In this episode, we talk about: - ...2023-10-3030 min
Bank Marketing ShowEp 44 - Differentiating Your Bank Through Team & Mission with Heidi MigetChris and Dan chat with Heidi Miget, SVP of Marketing for Midwest BankCentre, a nearly $2.7B community bank with 17 branches and 1 loan production office in the St. Louis region. We talk through how her bank has differentiated itself with a laser focus on community and her hybrid (in-house + contractors + agencies) approach to building a marketing team. Most community bank marketing leans heavily on service and commitment to community – but Midwest BankCentre walks the walk better than almost any community bank out there. In this episode, we talk about the bank’s approach to analytics, investing in people, and a...2023-10-1643 min
Bank Marketing ShowEp 43 - Google Ads Done WrongIn this episode, we dive into the importance of strategy in Google Ads and digital advertising for community banks. With our expertise and experience working with bank clients, we shares valuable insights on how to make digital advertising campaigns more effective and improve customer engagement. We recall a time when we realized that simply throwing money at Google Ads doesn't guarantee success. Instead, it emphasizes the need for a well-thought-out approach and a clear understanding of the target audience. We highlight the significance of tracking and measuring the success of ad campaigns, as well as the importance...2023-10-0250 min
Bank Marketing ShowEp 42 - What You Need to Know Today About Generative AIIn this episode we dive into the buzz surrounding artificial intelligence (AI) – and specifically, Generative AI tools like ChatGPT, in the banking industry. AI is here to stay and will be utterly transformative to the financial services industry. It's crucial for financial institutions to understand the use cases and limitations, and how to incorporate AI tools into their strategies and decision-making. AI tools have the promise to allow banks to anticipate and meet the needs of their customers, providing personalized experiences that truly resonate. During this episode, we discuss the various applications of AI, from enhancing communication and...2023-09-1839 min
Bank Marketing ShowEp 41 - Creating Stickier CustomersMarketing plays a vital role in attracting new customers, but equally important is the need to focus on retaining existing customers – after all, it’s cheaper and often easier! In this episode, Chris and Dan dive deep into the importance of customer retention and increasing customer stickiness. We discuss stickiness factors and new ways to think about them – and get into practical strategies for increasing customer stickiness. We also chat about the need for coordination between marketing and retail teams, and the importance of leveraging technology and data to create a retention program, not just a report. 2023-09-0434 min
Bank Marketing ShowEp 40 - What is Work-Life Integration?The concept of “work-life balance” has been around for years – but we think it’s time to reframe it and recognize that work and life are not separate, not something to keep in balance. Rather, the focus should be on integrating the two so you – and your team – can find greater fulfillment in both. In this episode, Chris and Dan explore work-life integration and how you, as a bank leader, can foster a culture that leads to personal and professional fulfillment for everyone in the bank. We discuss practical strategies for achieving work-life integration, including the importance of self-care a...2023-08-2127 min
Bank Marketing ShowEp 39 - The Importance of Brand Voice A great brand voice has the same effect as a finely-tuned orchestra playing an unforgettable melody. For your bank, this means memorable differentiation from your competitors. Developing your brand voice involves determining the right tone, communication style, and emotions that echo the bank's mission. It’s not just the realm of marketing. Like creating a great culture, developing a brand’s voice starts from the top of the organization. In this week’s podcast, we share salient advice on striking the right balance – finding the right chord with your chosen target audience without alienating others. This harmon...2023-08-0735 min
Bank Marketing ShowEp 38 - The Power of Connection with Neil StevensConnection – with your team, your bank, your customers, and your own self - is the key to great leadership and to creating a truly engaged team. It starts at the top. Your bank’s leadership needs to feel confident in and connected with the values, vision, and mission of your institution. When this happens, and you hire people whose personal visions are already aligned with yours, you start building a great company culture, too. In this episode, Dan Novalis, Chris Bates, and Neil Stevens discuss what goes into connected teams. Neil shares his LEAD methodology for creating stro...2023-07-2446 min
Bank Marketing ShowEp 37 - The Secret Sauce of Recruitment with Allison McCutcheon BarczEp 37 - The Secret Sauce of Recruitment Job seekers’ attitudes have shifted dramatically over the last few years – forcing changes to the hiring process. Applicants today have a different view of what they will and won’t accept in the workforce and have an increasing need for purpose in their work. For banks, it’s imperative to stand out to attract new talent, and one of the best ways to do this is by leveraging your bank’s culture and reputation. In this episode, Dan Novalis, Chris Bates, and Allison McCutcheon Barcz discuss the best ways to att...2023-07-1044 min
Bank Marketing ShowEp 36 - Avoiding Quick-Win MarketingEp 36 - Avoiding Quick-Win Marketing To differentiate your community bank from competitors, it's important to identify your "special sauce" or unique strength that attracts your target audience. By concentrating on a couple of key areas and excelling in them, your customers will be happier and more likely to recommend your services to others. In this episode, Chris Bates and Dan Novalis talk about the importance of deliberate discovery sessions to answer important questions about your bank's identity and goals, ultimately guiding your marketing efforts in the right direction. It's crucial to focus on th...2023-06-2631 min
Bank Marketing ShowEp 35 – Finding Digital Ad performance and ROI with Alana Levine – CRO, Fintel ConnectDo you have clearly defined goals for your bank marketing efforts? The only way you can determine if your marketing is performing – and adding bottom line to your bank – is if you are tracking your progress against goals. Digital ads won’t work...2023-06-1200 min
Bank Marketing ShowEp 35 - Finding Digital Ad performance and ROI with Alana Levine - CRO, Fintel ConnectDo you have clearly defined goals for your bank marketing efforts? The only way you can determine if your marketing is performing – and adding bottom line to your bank – is if you are tracking your progress against goals. Digital ads won’t work if you just throw money at them. In this episode, Dan Novalis, Chris Bates, and Alana Levine, CRO of Fintel Connect, discuss finding digital ad performance and ROI. It is possible for banks to track digital ad ROI – and it’s probably easier than you think. We discuss how important it is for the entire mark...2023-06-1247 min
Bank Marketing ShowEp 34 - Networking: The Power of Community for Your Career and BankEp 34 – Networking: The Power of Community for Your Career and Bank It’s a thing that some people live for, and others shy away from. But the benefits of networking – for introverts and extroverts alike! - go beyond getting your bank noticed or advancing in your career. We all know it, but fostering genuine relationships leads to increased knowledge, growth, and opportunities. Furthermore, connecting with others can bring forth valuable insights from different sectors, pain points, and successes, leveling up the innovation in your own work. In the episode, Chris Bates and Dan Novalis highlight the imp...2023-05-2929 min
Bank Marketing ShowEp 34 – Networking: The Power of Community for Your Career and BankEp 34 – Networking: The Power of Community for Your Career and Bank It’s a thing that some people live for, and others shy away from. But the benefits of networking – for introverts and extroverts alike! - go beyond getting your bank...2023-05-2900 min
Bank Marketing ShowEp 33 – Competing on Customer Experience with Joann MarsiliEp 33 – Competing on Customer Experience with Joann Marsili Community banks must focus on what they do best: connecting with customers and building their brand. It’s easy to look around the corner and see what everyone else, especially megabanks,...2023-05-1500 min
Bank Marketing ShowEp 33 - Competing on Customer Experience with Joann MarsiliEp 33 – Competing on Customer Experience with Joann Marsili Community banks must focus on what they do best: connecting with customers and building their brand. It’s easy to look around the corner and see what everyone else, especially megabanks, is doing, but resist the urge. Focus on what your customers need instead. In this episode, Chris and Dan interview Joann Marsili, CFMP, and EVP, Chief Marketing, and Digital Experience Officer of Fidelity Bank in Leominster, Massachusetts. We dive deep into the differences between customer experience and customer service – and how to create a cohesive experience across a...2023-05-1546 min
Bank Marketing ShowEp 32 – How Banks and Small Businesses Connect Better with Derik SuttonEp 32 - How Banks And Small Businesses Can Connect Better with Derik Sutton - Chief Marketing Officer at Autobooks Marketing to small businesses comes down to relationships, proximity, and trust. Derik Sutton, Chief Marketing Officer for...2023-05-0100 min
Bank Marketing ShowEp 32 - How Banks and Small Businesses Connect Better with Derik SuttonEp 32 - How Banks And Small Businesses Can Connect Better with Derik Sutton - Chief Marketing Officer at Autobooks Marketing to small businesses comes down to relationships, proximity, and trust. Derik Sutton, Chief Marketing Officer for Autobooks, is a small business and bank marketing expert. Dan and Chris chat with him about the best ways banks can build trust and relationships with their small business customers at every stage of the journey, through educational content marketing, sales and marketing frameworks (including the “Jobs To Be Done” Framework), and more. Topics Include: - How Autobooks be...2023-05-0144 min
Bank Marketing ShowEp 31 – The Role of Marketing in Crisis CommunicationsEp 31 - The Role of Marketing in Crisis Communications As a cornerstone of the community, banks play an important role in times of crisis. In the wake of the March 2023 bank failures, community banks must build confidence in their strength, and...2023-04-1700 min
Bank Marketing ShowEp 31 - The Role of Marketing in Crisis CommunicationsEp 31 - The Role of Marketing in Crisis Communications As a cornerstone of the community, banks play an important role in times of crisis. In the wake of the March 2023 bank failures, community banks must build confidence in their strength, and marketing is the key. In this episode, Dan Novalis and Chris Bates discuss the role of marketing in crisis communications, why it’s crucial to have a plan, and how marketing and PR are correlated. They also discuss the basics of creating a crisis communication plan so everyone knows their role if a crisis oc...2023-04-1731 min
Bank Marketing ShowEp 30 - Think Like a Brand, Not a BankEp 30 - Think Like a Brand, Not a Bank In this episode, Chris Bates and Dan Novalis interview Allison Netzer and Liz High, authors of the book “Think Like a Brand, Not a Bank” – a must read for any banker. Your bank’s brand belongs to everyone in the bank, from teller to CEO. Banks and companies that focus on their brand almost always outperform in their markets – and we discuss examples of banks that have done just that. We also chat about the five principles shared in the book: doing counterintuitive things, embracing tension, cueing the r...2023-04-0356 min
Bank Marketing ShowEp 30 – Think Like a Brand, Not a BankEp 30 - Think Like a Brand, Not a Bank In this episode, Chris Bates and Dan Novalis interview Allison Netzer and Liz High, authors of the book “Think Like a Brand, Not a Bank” – a must read for any banker. Your bank’s brand belongs to...2023-04-0300 min
Bank Marketing ShowEp 29 – The Value of StrategyEp 29 - The Value of Strategy To meet your goals, you must pause to plan. Marketing cannot be viewed as a side project but as an integral part of your strategy. Do you know what your customer journey looks like? What are the steps that lead from brand...2023-03-2000 min
Bank Marketing ShowEp 29 - The Value of Strategy Ep 29 - The Value of Strategy To meet your goals, you must pause to plan. Marketing cannot be viewed as a side project but as an integral part of your strategy. Do you know what your customer journey looks like? What are the steps that lead from brand awareness to researching a solution to actually opening an account? Considering these factors will help you create a strategy that leads to success. In this episode, Dan Novalis and Chris Bates host their first live-in-person podcast from a marketing agency conference in Denver, Colorado. They discuss how...2023-03-2019 min
Bank Marketing ShowEp 28 – Finding The Right Partnerships and Using Your SuperpowerChoosing the right digital marketing agency for your bank can be a make or break decision – but can also be one of the best decisions you make. It’s tough for many banks to decide to bring in an external vendor, but often vendors bring expertise...2023-03-0600 min
Bank Marketing ShowEp 28 - Finding The Right Partnerships and Using Your SuperpowerChoosing the right digital marketing agency for your bank can be a make or break decision – but can also be one of the best decisions you make. It’s tough for many banks to decide to bring in an external vendor, but often vendors bring expertise and perspective that don’t exist within the bank (and are very hard to hire for!). But, to do it right, you need to ask questions, dig deep,and get really clear on what problem you need to solve – and why hiring an agency to solve it is the best way. In this...2023-03-0649 min
Bank Marketing ShowEp 27 – Finding Success In Today’s Digital AdvertisingThere’s a lot of talk about an upcoming recession and how it will affect spending habits. It’s essential that financial institutions keep up their digital marketing to ensure brand awareness. In fact, a recent study showed that Americans are...2023-02-1700 min
Bank Marketing ShowEp 27 - Finding Success In Today’s Digital AdvertisingThere’s a lot of talk about an upcoming recession and how it will affect spending habits. It’s essential that financial institutions keep up their digital marketing to ensure brand awareness. In fact, a recent study showed that Americans are collectively sitting on $1.7 trillion in excess savings, which is giving many people a bit of a cushion. There’s a lot of opportunity for banks, even during economic downturns. In this episode, Dan Novalis, Chris Bates, and Shannon Walion Dominguez discuss tactics to help banks navigate the current economy. They also discuss why banks should promote low-ri...2023-02-1742 min
Bank Marketing ShowEp 26 - How Targeted Marketing Gives You ROIStop thinking about selling your product. Start thinking about how it benefits your customer. Data-driven campaigns are the future of marketing. By gathering data on your existing customers, large and small banks can use this information to create better-targeted advertising campaigns. In this episode, Dan Novalis, Chris Bates, and Ria Iyengar discuss how data-driven, targeted marketing gives banks a better return on their investment. Benefit-driven marketing helps you map out which products make sense for your customers. Banks can start using the information they already have about their customers to create better, more engaged campaigns. Ria also...2023-02-0647 min
Bank Marketing ShowEp 26 – How Targeted Marketing Gives You ROIStop thinking about selling your product. Start thinking about how it benefits your customer. Data-driven campaigns are the future of marketing. By gathering data on your existing customers, large and small banks can use this information to create...2023-02-0600 min
Bank Marketing ShowEp 25 - The Role of a MarketerBank marketers find their way into the profession one way or another – but rarely does someone set out to become one. Instead, most bank marketers have followed a winding path to get there, usually through another role within the bank. So is it possible to sum up what a bank marketer should be? If you’re not yet a bank marketer, but want to be, how can you aim yourself there? In this episode, Dan Novalis and Chris Bates talk about their own pathways into bank marketing. They both took different paths into the profession but they agree o...2023-01-2329 min
Bank Marketing ShowEp 24 - Hot Topics for 2023As we wrap up 2022 and look forward to 2023, many banks and businesses are fearful of impending recession, rising rates, and more – and may be discussing pulling back budgets or operating more cautiously. Instead of backing away, this could be your opportunity to keep going and run past your competition. In this episode, Dan Novalis and Chris Bates discuss what to expect in 2023, inflation and rising rates, and digital trends in 2023 and beyond. They also discuss how TikTok and video have taken over social media and how financial institutions can use social media to connect with customers. ...2023-01-0928 min
Bank Marketing ShowEp 23 - The best gold nuggets of 2022To wrap up 2022, and celebrate the first year of the Bank Marketing Show, Chris and Dan re-visit the best bank marketing tidbits from the first 22 episodes. They break it down into four main categories you won’t want to miss: real community engagement, industry leadership, marketing partners, and the power of marketing. One good decision can create a good day. There’s power in storytelling: big banks can’t tell a community story the way community banks can. Be more human. Be a storyteller, not a product pusher, and really connect with your community audience. Topics...2022-12-2635 min
Bank Marketing ShowEp 22 - The Power of Personal Branding for Career GrowthYou can’t out-bank your competition, which is why focusing on building relationships is so essential. Social media creates an incredible opportunity to foster relationships online, especially when you post engaging content that’s authentic and personal. There’s a power of personal branding that community bankers can benefit from. In this episode, Dan Novalis, Chris Bates, and Eric Cook discuss why bankers should care about building a personal brand. They also discuss the value of personal relationships as a banker, examples of engaging content you could post, and what The LinkedBanker community is all about. Topi...2022-12-1252 min
Bank Marketing ShowEp 21 - From Stress To Success – Making Better Decisions with Dave JesiolowskiYou’re one good decision from having a good day. By repeating these good decisions, you can have a good life. Making decisions isn’t easy; we’re faced with fear, the fear of regret, distractions, and temptations with almost every decision we make. But when you choose the best things for your life, your life will be the best it can be. Our guest decided he was tired of who he was and wanted to become who he could become – a decision he made after a conversation with his coach. In this episode, Dan Novalis, Chris Bates, a...2022-11-2854 min
Bank Marketing ShowEp 20 - Creating Brand Stories for Content That Matters with Ben PankoninYour customers don’t want to hear about your bank’s latest offers, they want to hear how it helped people in your community realize their dreams. This is the power of marketing; this is the power of storytelling. Banks need to create online content that resonates with their customers, on the social media channels where they hang out, meeting them where they are. In this episode, Dan Novalis, Chris Bates, and Ben Pankonin chat about storytelling and why more community banks need to engage with their online audience this way. Ben explains where banks can best conn...2022-11-1043 min
Bank Marketing ShowEp 19 - Challenge and Pain Point - Customer Attrition & RetentionAttrition is normal, but 20-30% of customer churn can be attributable directly to customer service issues, and other things within your control. Plus, in a post-Covid world where fintechs are proliferating, many financial institutions are seeing “quiet attrition” – where some of a customer’s business leaves the bank, but there’s no formal closure of accounts. What can you do within your bank to address and prevent these forms of churn? In this episode, Dan Novalis and Chris Bates discuss methods that can help you retain customers, from advertising and marketing campaigns, to data analysis, and technology. Topics...2022-10-3136 min
Bank Marketing ShowEp 18 - Case Study: Social Media Engagement at a $2B BankWhen you see smaller financial institutions that have more followers and significantly more engagement than yours, you may wonder what you’re doing wrong. But the reality is that organic reach has been declining in general, and especially on Facebook, where polarizing content often wins the day. It’s important for financial institutions to have a strategy to increase engagement, and the great news is that it’s possible to improve your social media engagement with a few simple changes to your approach. In this episode, Dan Novalis and Chris Bates discuss the right way to get social...2022-10-1740 min
Bank Marketing ShowEp 17 - Case Study: Increasing Loans at a $300M BankWhen your bank plans for your next marketing campaign well, there is a much greater chance of success. From knowing your budget and timeframe right from the start to being in touch with your target audience, it’s important to pre-plan your digital marketing campaign. Banks also need to understand that to make money, they need to spend money on marketing – and with more and more people using social media, a digital marketing campaign is essential. In this episode, Dan Novalis and Chris Bates discuss the best practices for building a bank marketing campaign. They use a real...2022-10-0335 min
Bank Marketing ShowEp 16 - Tech Talk: The five fundamental marketing technologies your company needsYour bank needs technology to grow and to serve your customers better. You can use technology to upgrade your systems and the way you communicate with your customers. We think every bank should have a tag management system on their website to help analyze the behavior of their visitors and monitor whether they’re new customers or returning customers. We also recommend using technology for your bank’s reputation management, especially when it comes to online reviews and ensuring your online presence and listings are consistent and accurate. In this episode, Dan Novalis and Chris Bates discuss the...2022-09-1946 min
Bank Marketing ShowEp 15 - Insights From A Marketing Leader On True Community engagementEstablishing a distinctive brand online is imperative. It requires consistent and cohesive messaging across all channels to create a brand that stands apart from the competition. In this episode, Dan Novalis, Chris Bates, and Emily Mays discuss what it takes to become a recognizable brand and the importance of taking the chance rather than getting stuck in analysis paralysis. They also discuss how it’s essential to accept that not everything you post will be relevant to all audiences– you can’t be everybody’s cup of tea all the time. Topics Include: Becoming a recogni...2022-09-0642 min
Bank Marketing ShowEp 14 - The Must-Know Elements of Your MessagingWhen people can open up an account or get a loan anywhere, why do they pick your bank? It comes down to your branding, tone, and the personality of your messaging. Even if you offer great service, if your branding doesn’t speak to them, they won’t pick your financial institution. In this episode, Dan Novalis and Chris Bates discuss the important elements of your messaging, how tone will vary depending upon the region and customer, and how critical consistency across all of your messaging is. They also discuss ways that you can ensure your p...2022-08-0938 min
Bank Marketing ShowEp 13 - Create Content that Speaks to Your Target AudiencesConsistent content marketing is the best way to connect with and understand your target audience – rather than getting left behind with outdated customer relationships and practices. Community banks – even small institutions – can embrace content marketing to compete with larger banks. In this episode, Dan Novalis, Chris Bates, and Shondell Varcianna discuss the importance of content marketing for banks. Shondell explains why banks must tailor their content to engage their customers on the subjects that matter to them. Most importantly, Shondell shares how banks can and should utilize social media to build relationships with their clients. Topics...2022-08-0850 min
Bank Marketing ShowEp 12 - An Industry Leader’s Outlook On Current TrendsCommunity banks are, essentially, small businesses whose product is money. As the economy continues to change and digitize at an ever-faster pace, it’s even more important to market your products, even if that product is just money. In this episode, Dan and Chris chat with John McNair, President of the Community Bankers Association of Georgia, about the marketing options available to community banks and how small banks can best target their community customers. They also talk about the importance of embracing technology as a small bank. Topics Include: Why a rising rate environment is...2022-07-2549 min
Bank Marketing ShowEp 11 - Answers to Essential Questions Around Your Marketing BudgetIf you’re only spending 1% - 5% of your marketing budget on your digital presence, it’s time you start increasing that. With more community and megabanks competing, and more potential customers turning to the internet and Google searches to compare what banks offer, if your bank isn’t competing in the online space, you’re behind the curve. In this episode, Dan Novalis and Chris bates discuss the steps to planning your budget, checking out the competitive environment, and figuring out your allotment across marketing platforms. They stress the importance of your digital marketing budget, how to al...2022-07-0741 min
Bank Marketing ShowEp 10 - How to be Customer-Centric in Today’s Dynamic MarketplaceTo compete with big banks, community institutions need to lean on personal elements and specific niche communications in order to set them apart. It starts with paying attention to your local market and what they want and what they’re passionate about. In this episode, Dan Novalis, Chris Bates, and Jim Perry discuss the importance of maintaining that personal and human element. They discuss how to use digital technology to add a personal touch to your service, and how to shift your marketing from a transactional focus to a relationship focus. Topics Include: Importance of...2022-06-2744 min
Bank Marketing ShowEp 09 - Planning, Positioning, and Offers - How to Avoid the Race to the BottomCreating effective ad campaigns comes down to more than just copy. Differentiating your ads and messaging to reach a target audience persona is key. It’s important to plan your products, strategically position offers and incentives, and also include messaging that solves a customer’s problems. In this episode, Dan Novalis and Chris Bates discuss everything you need to know about products and offers. They discuss why it’s important to target specific audiences, consider the lifetime value of each customer, develop the personality of your bank, and much more. Topics Include...2022-06-1342 min
Bank Marketing ShowEp 08 - Narrowing Your Audience to Create Excited CustomersToo often, bank ad campaigns try to appeal to everyone. Or, even just a single generation like “Millennials” or “Gen Z”. But Millennials alone could be 26, or 41, with very different banking needs. By narrowing down your audience, you’ll become customer-focused and increase your marketing’s effectiveness. In this episode, Dan Novalis and Chris Bates discuss some methods of narrowing down your audience and creating campaigns that get people excited. They discuss the importance of transitioning from product-focused campaigns to problem-focused campaigns, modern marketing vs. traditional marketing, and putting the customer first. Topics Include: Transitioning...2022-05-1936 min
Bank Marketing ShowEp 07 - The Pulse of the Industry and Advocacy through Marketing with Gordon Fellows – President & CEO of the Mississippi Bankers Association (MBA)A lot has changed in the banking industry over the past 15 years. Banks play a great role in supporting local communities, and they should be sharing what efforts they are taking to create positive change. It’s time to stop being humble, especially because marketing on social media is not for the humble. In this episode, Dan Novalis, Chris Bates, and Gordon Fellows discuss the current state of the banking industry, advocacy through marketing, and how banks work together for the betterment of the industry. They also discuss bank messaging and the changing public perception of banks....2022-05-1646 min
Bank Marketing ShowEp 06 - Weaving Your Values & Purpose Into Your Work with Chris KellumThere’s a big difference between having financial success and being impactful in the work that you do. Determining what will help bring you vision and fulfillment can be a struggle, but author Chris Kellum has created a game plan and playbook titled Igniting Your Purpose, that is designed to help you determine your ‘why’ and lead a fulfilling life. Chris has worked with numerous NFL, MLB and college sports stars and also applies the game plan and playbook to corporate teams. In this episode, Dan Novalis, Chris Bates, and Chris Kellum discuss how to find your path ba...2022-05-0246 min
Bank Marketing ShowEp 05 - Channel & Tactics Mix for Your MarketingEp 05 - Channel & Tactics Mix for Your Marketing The old marketing adage of “right time, right place, right message” still works today – but successful bank marketers know that lots of right times, right places, and right messages need to be running in parallel for the most effective marketing campaigns. In this episode, Dan Novalis and Chris Bates break down the importance of multi-channel marketing for bank marketers. They discuss the importance of balancing your digital and local presence, and the value of digital community engagement, digital advertising, and building trust with brand awareness. Topics Include: Channel mix Wha...2022-04-1854 min
Bank Marketing ShowEp 04 - Community as your Marketing Superpower with Shannon Aker - Bank of Brookhaven PresidentIt is essential for banks to keep up with advances in technology and to stay relevant. However, while younger customers may prefer online banking, many older customers prefer traditional banking. Financial institutions have to find the right balance between traditional marketing and digital marketing so that they can reach all segments of their audience. In this episode, Dan Novalis, Chris Bates, and Shannon Aker discuss the importance of investing in technology and balancing both traditional and digital marketing methods. Shannon Aker shares his expertise from 35 years in the banking industry with insight into how banking is a service industry, and...2022-04-0536 min
Bank Marketing ShowMarketing Strategic PlanningHaving a strategic marketing plan is essential for any business, including the banking industry. The hardest thing to do when it comes to strategic planning is simply setting aside the time to actually do it. Granted, you may run into obstacles along the way, but you need the direction that strategic planning provides. In this episode, Dan Novalis and Chris Bates discuss what a strategic marketing plan is and why you should have one. They also share key ideas that are important for you to know before beginning to plan, such as knowing your audience and knowing your bank’s goa...2022-03-2843 min
Bank Marketing ShowBank Marketing with Adam Koishor - Marketing & Communications ExecutiveBank marketing has changed over the years, largely due to advancements in technology. Standing out as a financial institution requires creating a brand story and implementing technology in your marketing plan. However, there are marketing differences between credit unions and banks that you need to be aware of. In this episode, Dan Novalis, Chris Bates, and Adam Koishor discuss the differences between credit unions and banks. They also discuss the advantages and disadvantages of credit unions. Adam provides valuable insight into bank marketing from his 25 years of experience in the industry. Topics Include: Credit unions vs. banks Advantages and disadvantages...2022-03-1833 min
Bank Marketing ShowIntro Episode: Meet Dan Novalis & Chris BatesIn this episode, podcast hosts Dan Novalis and Chris Bates introduce themselves and provide brief backstories on what led them to create this podcast. With their extensive experience in the marketing industry, they are both on a mission to teach and share best practices about bank marketing that will help marketing leaders and execs from financial institutions of all sizes find their superpower. Dan owns a bank marketing agency in St. Louis, MO called 2Novas. He has worked in advertising technology, with marketing tech startups, and has done marketing strategy consulting. He has a primary focus on technology, analytics, and u...2022-03-1421 min