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, 2026Cybersecurity, 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: 00:00:00Ep 101 – Emily Schwartz – From Content to Education: Building Trust Through Financial Wellness
Dec 22, 2025In 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: 00:00:00Ep 101 – Emily Schwartz – From Content to Education: Building Trust Through Financial Wellness
Dec 22, 2025In 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: 00:00:00Ep 100 – 100th – Chris & Dan in the Hot Seat
Dec 08, 2025Ep 100 – 100th – Chris & Dan in the Hot Seat
Dec 08, 2025100 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: 00:00:00Ep 99 – The Future of AI Agents – How Community Banks Win SMB Relationships – with Jared Shulman and Jerry Shu
Nov 24, 2025Ep 99 – The Future of AI Agents – How Community Banks Win SMB Relationships – with Jared Shulman and Jerry Shu
Nov 24, 2025AI 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: 00:00:00Ep 98 – Randy Dorn – Lessons from a Rebrand
Nov 10, 2025What 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: 00:00:00Ep 98 – Randy Dorn – Lessons from a Rebrand
Nov 10, 2025What 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: 00:00:00Ep 97 – Charles LeFevre – AI, Compliance, and the Marketer’s Dilemma
Oct 27, 2025Compliance 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: 00:00:00Ep 96 – Crucial Considerations for your 2026 Marketing Strategy
Oct 13, 2025If 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: 00:00:00Ep 96 – Crucial Considerations for your 2026 Marketing Strategy
Oct 13, 2025If 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: 00:00:00Ep 95 – AI Search – How to Stay Ahead of the Curve
Sep 29, 2025Is 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: 00:00:00Ep 95 – AI Search – How to Stay Ahead of the Curve
Sep 29, 2025Is 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: 00:00:00Ep 94 – Sharveen Kumar – How Banks Can Adopt AI While Adding To Their Personal Touch
Sep 15, 2025There’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: 00:00:00Ep 93 – Use AI to Build a 90-Day Content Calendar (in Real Time!)
Sep 01, 2025EP 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: 00:00:00Ep 92 – Justin Stayrook – The Opportunities of AI Beyond LLMs
Aug 18, 2025AI 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...
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