Ep 80 - Marketing in a Cookieless Future with Hollie Brown
Release Date: 03/03/2025
Ep 101 - Emily Schwartz - From Content to Education: Building Trust Through Financial Wellness
Bank Marketing Show
Community Banks produce a lot of “educational” content, but a lot of it is thinly disguised sales material, or sounds the same as 1,000 other “how to buy your first home” blogs. 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...
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Ep 100 - 100th - Chris & Dan in the Hot Seat
Bank Marketing Show
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 each other in the hot seat with surprise questions that dig into strategy, personal best practices, and how to navigate what’s coming in 2025 and beyond. In this episode: The biggest shifts in bank marketing since the show...
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Ep 99 - The Future of AI Agents - How Community Banks Win SMB Relationships - with Jared Shulman and Jerry Shu
Bank Marketing Show
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 an AI Agent portfolio to stand out in the highly competitive SMB market. Daylit (formerly Lendica) is the leading AI Agent for accounts receivable for SMBs, and they share deep insight into how businesses think, how they adopt new tools, and what they will expect from...
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Ep 98 - Randy Dorn - Lessons from a Rebrand
Bank Marketing Show
What happens when a 120-year-old community bank decides to take a bold leap forward? Randy Dorn, President of My Kind of Bank (formerly First National Bank of Henning), joins Chris and Dan to share the story behind their rebrand — from internal debates to a powerful cultural transformation that united staff and energized customers. Randy reveals how a name change became more than a marketing move — it became a statement of purpose. This episode dives deep into how community banks can modernize without losing their soul, and how to turn a rebrand into a growth engine that drives...
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Ep 97 - Charles LeFevre - AI, Compliance, and the Marketer’s Dilemma
Bank Marketing Show
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 two sides can work together to move faster, stay compliant, and even have a little fun doing it. You’ll hear how AI is reshaping the marketer–compliance relationship, and where there are opportunities for smarter collaboration, fewer bottlenecks, and better outcomes for everyone. In this episode: Why “best practices” can...
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Ep 96 - Crucial Considerations for your 2026 Marketing Strategy
Bank Marketing Show
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 your 2026 strategy comes together - including adjusting budgets, getting found with GEO and SEO, and speaking directly to customer problems. Key topics: - Why you should audit your digital visibility as the first input to your strategic plan - How allocating budget should be different than last year - Building initiatives around specific customer...
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Ep 95 - AI Search - How to Stay Ahead of the Curve
Bank Marketing Show
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 banks that act now have a huge opportunity to get ahead while everyone else is still watching from the sidelines) What we cover in this episode: Why “SEO is dead” headlines are misleading—and what’s really happening How SEO and GEO overlap and where they differ Why customer reviews and...
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Ep 94 - Sharveen Kumar - How Banks Can Adopt AI While Adding To Their Personal Touch
Bank Marketing Show
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 and less personal. This week, Chris and Dan talk with Sharveen Kumar, former NVIDIA-backed founder and ex-marketing leader at Amex, about the opportunity for banks to use AI to gain more personal touch with AI. By using AI in the right ways, it takes the mundane, repeatable tasks off your plate and actually creates more opportunities for you to do...
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Ep 93 - Use AI to Build a 90-Day Content Calendar (in Real Time!)
Bank Marketing Show
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 questions and instantly generate 90 days of social posts, blog topics, and image suggestions—all formatted and ready to use. If you've been using ChatGPT or another LLM, but haven't started building repeatable processes yet, this episode will get you started. Here, we talk about content creation - but there's so much more you can do with...
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Ep 92 - Justin Stayrook – The Opportunities of AI Beyond LLMs
Bank Marketing Show
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 community banks and credit unions. From cutting project timelines to boosting output without increasing staff, Justin shares why now is the time to act. What we cover: · Why AI adoption is moving faster than any technology shift before it · How...
info_outlineMany 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 by using techniques like lookalike marketing, community banks can keep reaching the right audience. They also share other smart strategies to meet your customers.
Chris, Dan, and Hollie look at how fintech companies are stepping up to meet these challenges and how community banks can model their marketing strategies after them. They also share easy-to-follow tips on how community banks can use customer data more wisely and show real returns on their marketing efforts.
Topics Include:
- What can we do about a cookieless future
- Why older generations are less likely to accept cookies and information
- How to collect more information from your website visitors
- A comparison between Fintech companies and community banks
- How a cookieless future will affect the marketing landscape
About Hollie
Hollie Brown is Vice President of Marketing for Coastal Community Bank. Coastal provides personal and business banking services for Puget Sound, WA customers, and Banking as a Service (BaaS) for fintech partners. At Coastal, Hollie leads marketing strategy, brand and corporation communication, public relations, and digital marketing.
Hollie earned a BA in Journalism from Western Washington University, an Executive Development Professional certificate from the Washington Bankers Association, a certificate in Bank Marketing from the American Bankers Association, and she is a Certified Financial Management Professional from the American Bankers Association. She is currently enrolled in Pacific Coast Banking School.
Before joining Coastal, she was the Regional Marketing Manager for Moss Adams LLP in Seattle and the Vice President and Director of Marketing for Peoples Bank in Bellingham, WA.
Resources Mentioned:
- Episode 58 - Producing Content that Actually Engages with Hollie Brown
- Website: https://www.coastalbank.com/
- LinkedIn: https://www.linkedin.com/in/holliejoybrown/
- Website: https://bankmarketingshow.com/
- contact@bankmarketingshow.com
- Bank Marketing Minute Newsletter: bankmarketingminute.com