Bank Marketing Show

Chris Bates & Dan Novalis

5.0 (4)
MARKETING
UPDATED BIWEEKLY

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!

6D AGO

Ep 83 - The Future of Community Bank Marketing with Caleb Stevens

Podcasting isn’t just for influencers anymore—banks are getting in the game. In this episode, Chris and Dan sit down with Caleb Stevens, VP of Marketing at SouthState Bank’s Capital Markets Division and host of the Community Bank Podcast. From demand generation to practical AI use, Caleb breaks down how banks can modernize without losing sight of what really matters. In this episode, we cover: - The rise of podcasting as a bank marketing tool - How digital lead gen is changing—and how demand creation is in - How to use AI in practical, low-risk ways inside your bank - Caleb’s “3Ms framework”: Message, Methods, and Metrics - Real-world examples of alignment between marketing and lending teams that actually drove results - Why the simplest marketing ideas might be your most powerful About Caleb: Caleb serves as the VP of Marketing for SouthState Bank’s Capital Markets Division, serving over 1,000 community banks across the nation through a variety of banking products and services. He is also the host of The Community Bank Podcast and the co-author of the book Collegiate: 7 Big Ideas to Make College Awesome. He lives in Athens, Georgia with his wife Grace and two young sons. Links & Resources: - SouthState Bank podcast: https://southstatecorrespondent.com/podcasts/ - Community Bank Podcast: https://podcasts.apple.com/us/podcast/the-community-bank-podcast/id1513967803 - Contact Caleb: caleb.stevens@southstatebank.com - Favorite Book: Remarkable - David Salyers & Dr. Randy Ross - Resource for brand messaging: https://storybrand.com/ - LEAD - Neil Stevens: https://www.oconeestatebank.com/business/make-your-remarkable-podcast - Website: bankmarketingshow.com - Sign up for our newsletter: bankmarketingminute.com - Contact Chris and Dan: contact@bankmarketingshow.com

54 min
MAR 31

Ep 82 - Building an Army of Brand Ambassadors

How do you grow your bank’s social media presence without relying on your bank's own profiles? Most banks don't - but in this episode, Chris and Dan explore a different strategy: using your own staff as influencers and brand ambassadors. You’ll learn why employee-led content consistently outperforms corporate posts—and how to turn your team into your most powerful marketing channel. Here’s what we cover: - Why your employees’ social media reach outperforms bank official pages - Creating a culture of brand ambassadorship, not just marketing - Balancing compliance with creativity in employee posts - How to run a successful internal workshop to train social media ambassadors - The secret to making these programs sustainable over time - Why storytelling (not promotion) should be at the heart of your content Links & Resources: - Website: bankmarketingshow.com - Sign up for our LinkedIn newsletter: bankmarketingminute.com - Contact Chris and Dan: contact@bankmarketingshow.com

36 min
MAR 17

Ep 81 - Traits of a Successful Marketing Director

We’ve met a lot of bank and credit union marketing teams – and we’ve noticed some commonalities among those that see more success in their efforts. In this episode, we talk about the role of a marketing director (or VP, or manager, or any lead marketer at a bank) – and the things we see in our work that are most impactful to personal career growth and organizational success (which are highly correlated!). This episode covers a lot of ground – the essential traits that define top-performing marketing professionals, the importance of building strong internal relationships, and ways the most successful leaders maintain focus on their plans and avoid being distracted by shiny objects (of which there are many in tech and digital marketing today!). Topics Include: · Building Trust and Resonating with Customers · Staying Informed and Competitive · Avoiding Pitfalls and Aligning with Bank Goals · Attending Industry Conferences and Seeking Diverse Inspirations · Budget Management and Strategic Planning · Managing Internal Relationships Resources Mentioned: · contact@bankmarketingshow.com · Bank Marketing Minute Newsletter: bankmarketingminute.com · Website: The Bank Marketing Show: bankmarketingshow.com

27 min
MAR 3

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: 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

52 min
FEB 17

Ep 79 - How Much Should You Spend on Marketing

Regardless of your asset size and marketing bandwidth, budgeting is a challenge. Marketers never have as much as they would like, and those setting the budgets might see it as an expense (hint: it's not! It's an investment!). In this episode Chris and Dan discuss the crucial strategies for effective bank marketing budgeting. They emphasize the importance of digital marketing, the evolving role of bank marketers, and the significance of holding a portion of the budget for unplanned opportunities. Key insights are drawn from the American Bankers Association (ABA) article on marketing budget trends, highlighting the shift towards digital spending and the continued relevance of direct mail. The discussion provides practical advice on budget allocation, leveraging agency support, and navigating emerging marketing channels. Topics Include: Marketing Budgeting Insights Digital vs Traditional Marketing Effective Digital Ad & Direct Mail Strategies The Evolving Role of Bank Marketers Resources Mentioned: Reference article: https://bankingjournal.aba.com/2025/01/bank-marketing-budget-and-staffing-considerations-for-2025/ contact@bankmarketingshow.com Bank Marketing Minute Newsletter: bankmarketingminute.com Website: The Bank Marketing Show: bankmarketingshow.com

32 min
FEB 3

Ep 78 - Good Marketing Starts With Culture

Chris and Dan discuss the critical importance of business culture in impacting and enhancing marketing efforts. They explore how a positive internal culture can translate into authentic and engaging marketing & content that connects with audiences. Highlighting real-world examples, they emphasize the value of genuine storytelling featuring employees and community activities. They also outline the significant role of leadership support in fostering a culture that reflects positively in marketing strategies, ultimately helping community banks to differentiate themselves and connect better with customers. Topics Include: The Importance of Culture in Marketing Connecting Culture with Modern Marketing Key Points and Case Studies Leadership's Role in Marketing Genuine Marketing Strategies Real-World Examples and Best Practices Engaging Your Community Final Thoughts and Invitation to Connect Resources Mentioned: contact@bankmarketingshow.com Bank Marketing Minute Newsletter: bankmarketingminute.com Website: The Bank Marketing Show: bankmarketingshow.com

30 min
JAN 20

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: erin@theacornteam.com LinkedIn: Erin Fults Website: https://theacornteam.com/ contact@bankmarketingshow.com Bank Marketing Minute Newsletter: bankmarketingminute.com Website: The Bank Marketing Show: bankmarketingshow.com

47 min
JAN 6

Ep 76 - The Power of Local - Banking in the Community

Chris and Dan discuss strategies for community banks to enhance their local marketing efforts. They emphasize the importance of connecting digital and brand initiatives with local engagement to build trust and visibility. This episode provides a checklist for banks to leverage local strategies, use digital tools, and measure ROI effectively. Chris and Dan also discuss the benefits of outsourcing technical marketing tasks to focus more on community involvement while providing practical tips and best practices for amplifying local campaigns. Topics Include: Importance of Local Community Involvement Building Trust and Visibility in Your Community Intentional Community Engagement Strategies Showcasing Community Involvement on Social Media Aligning Local Strategy with Overall Branding Using Digital Tools to Amplify Local Campaigns Learning from Other Banks' Best Practices Measuring ROI from Community Engagement Resources Mentioned: contact@bankmarketingshow.com Bank Marketing Minute Newsletter: bankmarketingminute.com Website: The Bank Marketing Show: bankmarketingshow.com

33 min

5

out of 5

4 Ratings

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!

Creator

Chris Bates & Dan Novalis
Years Active

2022 - 2025
Episodes

83
Rating

Clean
Copyright

© 2023
Show Website

Bank Marketing Show