Bank Marketing Show

Bank Marketing Show

By: Chris Bates & Dan Novalis

Language: en-us

Categories: Business, Marketing

The BANK MARKETING SHOW, the podcast that engages and informs you for success in today's marketplace. It's the show that will make you a better marketer with trends, tactics and inspirations from experts and industry leaders. If you're wanting to impact your personal success and position your company as the best choice in your market, then you're in the right place!

Episodes

Ep 102 – IT for Today’s Community Banks – Scott Stevens
Jan 05, 2026

Cybersecurity, AI, and IT modernization aren't just "IT problems" anymore — they directly impact how banks market, grow, and protect their brands. In this episode of The Bank Marketing Show, Chris and Dan sit down with Scott Stevens, Chief Information Security Officer at Integrity Technology Solutions, to break down what community should actually be thinking about when it comes to cloud infrastructure, AI usage, and cybersecurity.

Duration: 00:00:00
Ep 101 – Emily Schwartz – From Content to Education: Building Trust Through Financial Wellness
Dec 22, 2025

In this episode, we sit down with Emily Schwartz, Director of Financial Education at MidFirst Bank, about how her team helps build real trust in her bank, by focusing on education first. If you are tired of just checking the boxes with your content, and trying to avoid “AI slop” (as you should be!), this episode is a great way to reframe how you approach financial education – no matter the size of your bank.

Duration: 00:00:00
Ep 101 – Emily Schwartz – From Content to Education: Building Trust Through Financial Wellness
Dec 22, 2025

In this episode, we sit down with Emily Schwartz, Director of Financial Education at MidFirst Bank, about how her team helps build real trust in her bank, by focusing on education first. If you are tired of just checking the boxes with your content, and trying to avoid “AI slop” (as you should be!), this episode is a great way to reframe how you approach financial education – no matter the size of your bank.

Duration: 00:00:00
Ep 100 – 100th – Chris & Dan in the Hot Seat
Dec 08, 2025

Duration: 00:00:00
Ep 100 – 100th – Chris & Dan in the Hot Seat
Dec 08, 2025

100 episodes. Four seasons. Many dozens of conversations with bank leaders and innovators – and we’re just getting started! In this milestone episode, Chris and Dan look back at what they’ve learned from these conversations, and where they think community bank marketing is headed next. They also turn the cameras on themselves – and put […]

Duration: 00:00:00
Ep 99 – The Future of AI Agents – How Community Banks Win SMB Relationships – with Jared Shulman and Jerry Shu
Nov 24, 2025

Duration: 00:00:00
Ep 99 – The Future of AI Agents – How Community Banks Win SMB Relationships – with Jared Shulman and Jerry Shu
Nov 24, 2025

AI Agents are quickly becoming the biggest competitive edge for community banks to win and serve small business customers. Chris and Dan sat down with the co-founders of Daylit, Jared Shulman (CEO) and Jerry Shu (CTO), to break down what AI agents actually are, how they work, and why banks should be thinking about building […]

Duration: 00:00:00
Ep 98 – Randy Dorn – Lessons from a Rebrand
Nov 10, 2025

What happens when a 120-year-old community bank decides to take a bold leap forward? Listen to our valued guest Randy Dorn and see!

Duration: 00:00:00
Ep 98 – Randy Dorn – Lessons from a Rebrand
Nov 10, 2025

What happens when a 120-year-old community bank decides to take a bold leap forward? Listen to our valued guest Randy Dorn and see!

Duration: 00:00:00
Ep 97 – Charles LeFevre – AI, Compliance, and the Marketer’s Dilemma
Oct 27, 2025

Compliance and marketing don’t have to be enemies, especially in the age of AI. In this episode, Charles LeFevre, Director of Compliance Operations at Kadince (and self-proclaimed “Taylor Swift of Compliance”), joins us to break down how these...

Duration: 00:00:00
Ep 96 – Crucial Considerations for your 2026 Marketing Strategy
Oct 13, 2025

If your 2026 plan looks like 2025's...you may not be adapting to all the technology- and user behavior-driven changes that have happened this year. In this episode, Chris and Dan chat about all these changes, and lay out a simple checklist to use as...

Duration: 00:00:00
Ep 96 – Crucial Considerations for your 2026 Marketing Strategy
Oct 13, 2025

If your 2026 plan looks like 2025's...you may not be adapting to all the technology- and user behavior-driven changes that have happened this year. In this episode, Chris and Dan chat about all these changes, and lay out a simple checklist to use as...

Duration: 00:00:00
Ep 95 – AI Search – How to Stay Ahead of the Curve
Sep 29, 2025

Is SEO really dead—or is AI search just the new shiny object? In this episode, Chris and Dan break down the buzz around Generative Engine Optimization (GEO) and what it actually means for community banks. (spoiler: SEO isn’t going anywhere, but...

Duration: 00:00:00
Ep 95 – AI Search – How to Stay Ahead of the Curve
Sep 29, 2025

Is SEO really dead—or is AI search just the new shiny object? In this episode, Chris and Dan break down the buzz around Generative Engine Optimization (GEO) and what it actually means for community banks. (spoiler: SEO isn’t going anywhere, but...

Duration: 00:00:00
Ep 94 – Sharveen Kumar – How Banks Can Adopt AI While Adding To Their Personal Touch
Sep 15, 2025

There’s lots of hype in the marketplace about how AI is taking over – and while the promise is that AI can help personalize customer experiences at scale, community banks are worried that it will actually make customer service feel more generic...

Duration: 00:00:00
Ep 93 – Use AI to Build a 90-Day Content Calendar (in Real Time!)
Sep 01, 2025

EP 93: Use AI to Build a 90-Day Content Calendar (in Real Time) In this second hands-on demo (see Ep 89: AI Starter Kit for the first one), Dan shares his screen to walk through a real example: how a custom GPT can take just three real customer...

Duration: 00:00:00
Ep 92 – Justin Stayrook – The Opportunities of AI Beyond LLMs
Aug 18, 2025

AI isn’t just for the big players—it might be your small bank’s biggest advantage. In this episode, Chris and Dan interview Justin Stayrook, Chief Growth Officer at EYEMAGINE, about how AI is transforming operations for lean marketing teams in...

Duration: 00:00:00