Ep 85 - Turning Stories Into Strategy - Humanize Your Brand
Release Date: 05/12/2025
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...
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Ep 91 - Autumn Jose – Creating Social Stars for Marketing Success
Bank Marketing Show
Can your employees become your most powerful marketing tool? In this episode, we sit down with Autumn Jose, AVP and Brand Marketing Coordinator of Civista Bank to talk about how she turned a simple idea into a thriving employee advocacy program—and what it takes to grow a brand from the inside out. Autumn shares how she created Civista’s “Social Stars” initiative to drive social media engagement for the brand, what worked (and didn’t), and how banks of any size can replicate it. What we cover in this episode: · Why traditional marketing no longer...
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Ep 90 - The Power of Connection with Neil Stevens (RERUN Ep 38)
Bank Marketing Show
The Power of Connection with Neil Stevens Connection – 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...
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Ep 89 - AI Starter Kit for Community Bank Marketers
Bank Marketing Show
Feeling stuck when it comes to using AI in your bank’s marketing? You’re not alone. In this episode, Dan and Chris walk through five simple and safe ways to start using Gen AI—without tripping compliance alarms or sacrificing your brand voice. In this episode, we don’t just talk about it—we do it. You’ll see real prompts, live demos, and practical tips you can implement today. - Drafting Blog Posts - without the blank-page anxiety - Creating Social Media Posts – from...
info_outlineTurning 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 your bank feel more human
- How to systematize story collection for social media gold
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