Bank Marketing Show

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!

Ep 85 - Turning Stories Into Strategy - Humanize Your Brand 05/12/2025

Ep 84 - Guerrilla Marketing - High-Impact Engagement & Tactics 04/28/2025

Ep 83 - The Future of Community Bank Marketing with Caleb Stevens 04/14/2025

Ep 82 - Building an Army of Brand Ambassadors 03/31/2025

Ep 81 - Traits of a Successful Marketing Director 03/17/2025

Ep 80 - Marketing in a Cookieless Future with Hollie Brown 03/03/2025

Ep 80 - Marketing in a Cookieless Future with Hollie Brown Many 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: Website: LinkedIn: Website: : bankmarketingminute.com /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/35427305

Ep 79 - How Much Should You Spend on Marketing 02/17/2025

Ep 78 - Good Marketing Starts With Culture 02/03/2025

Ep 77 The Essentials and Benefits of Brand Messaging with Erin Fults 01/20/2025

Ep 77 The Essentials and Benefits of Brand Messaging with Erin Fults With 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 with your audience and clearly show why they should choose you. In this episode, Chris Bates, Dan Novalis, and Erin Fults discuss community banks' challenges when building a brand message as a team. Your message isn’t just about telling customers what you do—it’s about inviting them into a story they want to be part of. Erin talks about the seven key points that help you create a unique and powerful message and how those points can make a big difference to your bank over time. By the end of this episode, you’ll see how a strong brand message can help your community bank stand out in the competitive market. Topics Include: ● Why brand messaging is important for community financial institutions ● The challenge in crafting a brand message as a community banking team ● The process of crafting a brand message ● How to use the seven key messaging points to create unique, compelling brand messages ● The benefit of having an external brand messaging expert ● The current challenges facing community banks About Erin Fults Erin Fults is a messaging strategist and communications coach. She helps companies develop a clear way to articulate the value they deliver in the marketplace, align their team around that message, and then coach them to implement it in their marketing and sales to attract and close more of the right customers. Erin’s background includes over 15 years of experience as a small business owner, where she earned her "street MBA" along with certifications as a StoryBrand Certified Guide and They Ask You Answer Coach. A teacher at heart, she also speaks and facilitates workshops nationwide. She and her husband have three children and live in central Mississippi. Resources Mentioned: LinkedIn: Website: : bankmarketingminute.com Website: : bankmarketingshow.com /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/34592875

Ep 76 - The Power of Local - Banking in the Community 01/06/2025

Ep 75 - Personalized Banking - Driving Engagement in a Digital World 12/23/2024

Ep 74 - Building a Bank's Brand That Lasts 12/09/2024

Ep 73 - The Great Brand Refresh Tale of A Community Bank with Dave Peters and Marty Heger 11/25/2024

Ep 73 - The Great Brand Refresh Tale of A Community Bank with Dave Peters and Marty Heger It’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 episode, Chris Bates, Dan Novalis, Dave Peters, and Marty Heger discuss the four steps to rebranding. The next step is to pause and plan, often with a consultant who understands the industry and can offer a fresh view. This planning stage is all about defining the bank’s brand message, creating a guide for brand voice, and deciding on important and doable changes. Some actions, like updating signage and the website, may take more effort but have a big impact. Smaller updates, like changing email signatures, require less work but still boost brand consistency. Successful rebranding needs everyone involved, from leadership to every staff member, and careful progress tracking. By following these steps, banks can align internally and make a stronger connection with their communities. Topics Include: The four-step narrative to a rebrand Who do you serve uniquely well Why a community bank’s rebrand needs to be an entire staff effort, not just the CEO How to deliver a brand refresh Why you have to schedule/block out time to work on your rebrand About Marty Heger Martin “Marty” Heger, Jr., is the President and CEO of Dearborn Federal Savings Bank, a true community bank that has served Dearborn, Dearborn Heights, and the surrounding communities since 1936. Marty joined the Bank in 2002 as its Chief Lending Officer, where he was responsible for all aspects of residential and commercial lending. In 2022, Marty assumed the role of President and CEO. He is responsible for all Bank operations and reports directly to the Office of the Chairman. Marty graduated from The University of Michigan with an A.B. degree in Economics and earned an M.B.A. with a Finance concentration from Wayne State University. Before joining Dearborn Federal Savings Bank, Marty began his banking career with the National Bank of Detroit (now J.P. Morgan Chase). With NBD, he progressed quickly from Branch Management Trainee to Corporate Cash Management Officer, Vice President, and Commercial Credit Officer in the Middle Market Division. Marty has held several leadership positions with various professional, civic, and social organizations, including the Michigan Bankers Service Corporation, the Dearborn Area Chamber of Commerce, the Exchange Club of Dearborn, the Dearborn Centurions, and the Dearborn Symphony Orchestra. He has also volunteered his time and effort at the Festival of Trees organization, which supports pediatric research at Children’s Hospital of Michigan. When not involved in his professional and civic duties, Marty and his wife, Vicky, enjoy following the active lives of their two adult children, Trey and Zachary. In addition, Marty is an accomplished musician who dedicates his musical talents to various charitable organizations. About Dave Peters Dave Peters majored in Accounting at Hillsdale College and began working for a regional Accounting firm in the Metro Detroit area a few months later. After licensing as a CPA just over a year later, Dave continued to grow in his responsibilities with the firm by leading client meetings, preparing complex analyses and returns, conducting CPE training sessions, leading various technology initiatives, and even sporting a tux as an emcee for the firm’s first “work-from-homies” paper plate award show in the midst of 2020’s tax season. After several years, Dave moved to Dearborn Federal Savings Bank as its Chief Financial Officer, trading tax optimization strategies for interest rate risk analysis, call reports, and reconciliations. Throughout his almost three years at the Bank, Dave continued to modernize its efficiencies and processes while strategizing and leading ways for future asset growth and revenue development. Resources Mentioned: Email Martin Heger: LinkedIn: Website: /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/33818822

Ep 72 - The Latest Essentials In Bank Marketing Compliance with Memrie Fortenberry 11/11/2024

Ep 72 - The Latest Essentials In Bank Marketing Compliance with Memrie Fortenberry Finding 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 marketing or creates your ads, the bank is ultimately responsible for ensuring everything complies with regulations. Banks must carefully monitor their advertising to avoid issues like redlining or unfair practices, which have been the focus of recent DOJ actions. It’s important to review all marketing materials regularly to ensure they reach the right audience and are not misleading. As technology and customer expectations evolve, staying on top of compliance and regulation changes is critical to maintaining trust and success in the community banking space. Topics Include: Why compliance should always be involved in your marketing strategy Why your marketing needs to be easy for the average customer to understand What regulations community banks are currently focused on The new FDIC compliance rules that are clear, conspicuous, and clear What the recurring regulation problems are What you need to know about third-party vendor management What the future of compliance and regulations looks like Memrie Fortenberry is the special counsel for the Banking & Financial Services Industry Team and a member of the Corporate Practice Group. She advises community banks and other financial institutions on compliance and regulatory matters. Memrie is an experienced lawyer focused on bank regulatory and compliance matters. She regularly advises clients on federal and state financial services regulations and laws, including the Bank Secrecy Act, fair lending, and other consumer protection regulations. Memrie is a certified community bank compliance officer representing a broad range of banks, lenders, and other financial institutions with significant experience serving as outside counsel for community banks. Memrie is also a presenter with the Bankers Compliance Task Force. While in law school, Memrie served an externship for Judge Neil P. Olack of the US Bankruptcy Court, Southern District of Mississippi. Before entering law school, she completed the management development associate program at Trustmark Bank and went on to work as a corporate services officer. Resources Mentioned: Website: /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/33568657

Ep 71 - Essential Social Media Compliance Guidelines with Jill Williams 10/28/2024

Ep 71 - Essential Social Media Compliance Guidelines with Jill Williams Social 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 marketing & posting on social media. With the help of BANK MONITOR, you can monitor and report on your community bank’s social media activity, ensuring your success while meeting all compliance regulations. Jill emphasizes the importance of identifying risks, filling gaps, and understanding what regulators look for during audits. Having a clear social media policy is crucial to keeping everything in line. With these steps, community banks can confidently use social media to engage with their audience without worrying about compliance issues. Jill also suggests working with a marketing agency that understands banking to help balance compliance and creativity. Topics Include: How social media guidance and compliance has changed over the years What happens when something gets flagged on a community bank’s social media How BANK MONITOR tracks a community bank’s social media activity and user engagement The extra precautions community banks need to take to protect their customers on social media What regulators look for during a social media compliance audit What it looks like to be both compliant and successful on social media Jill Williams has spent over two decades as a senior-level banker in human resources, retail, and marketing roles. As a community banker, she struggled to balance the time demands of social media while ensuring adherence to the laws, regulations, and policies governing this type of marketing. During this time, Jill recognized the critical need for a comprehensive solution to ensure compliance with the FFIEC Social Media Guidance established in 2013. This realization and a lack of existing industry solutions inspired her to develop BANK MONITOR. This program is an all-encompassing answer to the FFIEC Social Media Compliance Risk Management Guidance requirements. success in safeguarding her community bank spurred her passion for extending this innovative solution to community banks and credit unions nationwide. Jill’s mission is to provide a white-glove service that simplifies and secures social media compliance. Resources Mentioned: ● ● (Strictly Bankers) Website: /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/33555572

Ep 70 - Three Key Leadership Facets That We Don't See Enough Of 10/14/2024

Ep 69 - 5 Most Common Community Bank Goals 09/30/2024

Ep 68 - Working Smarter with the Resources You Have 09/16/2024

Ep 67 - 5 Things You Should Be Doing With Email 09/02/2024

Ep 66 - How Targeted Marketing Gives You ROI [Replay Of Ep 26] 08/19/2024

Ep 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, 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 recommends directly asking your customers what interests them about your bank and what products they want more information about. What is your role and experience as a bank marketer? to share your bank marketing stories. Topics Include: Why data-driven marketing is the future How segmented marketing can help drive your campaigns How to use data to acquire new customers How data lets you know your customers and their needs better How to start a data-driven marketing campaign Ria Iyengar is Business Director at Cossette, a Toronto, Canada-based creative marketing and communications agency. She excels at leveraging the power of CRM to deliver highly efficient data-driven campaigns for her clients, including TD Bank. Ria says data has the power to transform customer relationships and better decision-making through optimized campaigns. She believes the future of marketing will be in personalized content driven by customer data. As a first-generation immigrant to Canada, a person of color and a member of the LGBTQ2+1 community, Ria has a unique perspective on how personalized and data-driven marketing can speak to all stakeholders and customers. Ria also speaks on the topic of DEI. Resources Mentioned: : bankmarketingminute.com Website: : bankmarketingshow.com LinkedIn: Email: For a free guide to creating your brand voice, email: with Subject Line “Brand Voice” /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/32545027

Ep 65 - The Importance of Brand Voice [Replay of Ep 39] 08/05/2024

Ep 64 - Supercharging Financial Marketing Content with ChatGPT with Ben Udell 07/22/2024

Ep 63 - 5 Key Strategies for Competitive Advantage 07/08/2024

Ep 62 - Banking Association Perspectives with Chris Moya, CEO of ICBA-NM 06/24/2024

Ep 62 - Banking Association Perspectives with Chris Moya, CEO of ICBA-NM Even 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 you are, it’s about telling your story. Topics Include: Why there has been a change in buying behaviors and patterns What the upcoming marketing areas, trends, and activities are How the right partnership can add value to your community bank How community banks can refresh their brands to add more value What the future of AI looks like for community banks Where the banking environment is moving into and evolving short- and long-term Chris Moya is the President and CEO of the Independent Community Bankers Association of New Mexico (ICBA/NM). He assumed his role in January 2022 and brings a wealth of experience and leadership to the organization, having previously held the position of Executive Vice President. Before joining ICBA/NM, Chris contributed to the regulatory landscape, notably as the Director of the New Mexico Financial Institutions Division (FID), a position to which he was officially appointed in April 2019 after serving as the Acting Director for two years. His tenure at FID, which commenced in June 2011, encompassed a progression of roles, including Examiner, Mortgage Industry Manager, and Deputy Director. Before his regulatory endeavors, Chris forged a successful career in the mortgage industry in southern California. Subsequently, he deliberately returned to New Mexico to establish roots and raise his family. Chris graduated from California State University San Marcos with a bachelor’s degree in economics. He then obtained an MBA from Eastern New Mexico University and graduated from the Western States School of Banking. With his multifaceted background and dedication to the financial sector, Chris is poised to continue driving excellence and innovation within ICBA/NM, advancing the interests and preservation of community banks across New Mexico. Resources Mentioned: Email: Website: Website: /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/31616527

Ep 61 - 2024 Mid-Year Trends (Hint: AI) 06/10/2024

Ep 60 - How Effective Systems Improve Your Results 05/28/2024

Ep 59 - Using Video to Grow Brand Engagement 05/13/2024

Ep 59 - Using Video to Grow Brand Engagement In 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 the significance of strategic video use and how it can help your bank stand out in the market. Plus, you'll pick up actionable tactics and examples that can guide you in incorporating video into your bank's marketing efforts. In this episode: Mastering Bank Marketing Video Content: Unlock the secrets to creating captivating video content that resonates with your audience and sets your bank apart from the competition. Harness the Power of Video for Bank Marketing: Discover the pivotal role that video plays in modern bank marketing and how it can elevate your brand's visibility and engagement. Crafting Engaging Bank Videos: Unleash the art of crafting compelling bank videos that captivate and connect with your customers on a deeper level, fostering lasting relationships. Unlocking the Benefits of Video Marketing: Explore the multitude of benefits that video marketing offers for banks, from increased brand awareness to enhanced customer loyalty. Leveraging YouTube for Bank Marketing Success: Learn how to effectively utilize YouTube as a powerful platform for bank marketing, reaching and engaging a wider audience with your compelling video content. Resources Mentioned: We’d love to hear your stories! Email them to [email protected] : bankmarketingminute.com Website: : bankmarketingshow.com /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/31186122

Ep 58 - Producing Content that Actually Engages with Hollie Brown 04/29/2024

Ep 58 - Producing Content that Actually Engages with Hollie Brown Content 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 drives email signups, and a busy calendar of in-person events – truly creating a community where customers can learn more about the bank, network with other similar customers and small businesses, and learn from experts. And most importantly – this system actually converts readers and attendees to real customers. Topics Include: ● How content marketing and digital marketing work together ● How producing regular content is a resourceful task for local banks ● How banks can leverage a content strategy to create face-to-face community events ● How to determine if your content audience becomes customers ● Why it’s important to involve your internal team in your content strategy 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: ● Website: ● LinkedIn: ● Website: /episode/index/show/04da1040-085f-40ef-ac62-e433248c6bdc/id/30765588

Ep 57 - Simple SEO You Can Do Today with Ben Walsh 04/15/2024

Ep 56 - The Key Digital Ad Pillars of 2024 with Matthew Wade 04/01/2024

Bank Marketing Show

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