As more prospective customers turn to AI for search, banks must ensure they appear in AI-generated results. To identify best practices, we analyzed top-performing banks and reverse-engineered their tactics, then distilled the findings into a practical primer and checklist for bank executives, product managers, and line-of-business leaders to use in conversations with their marketing teams....

When it comes to deposit gathering, the first quarter of any year is critical. If you need deposits and don’t have an active tax refund deposit effort every year, then you are missing out on one of the most effective deposit gathering tactics in banking. Tax refunds are just starting to hit this week and...

No matter what you think of NY Mayor Zohran Mamdani’s politics, his campaign is worth studying for bank marketing lessons. Bank marketing has entered a new phase, and many institutions are not ready for it. For decades, banks have relied on a familiar playbook: website, emails, branch signage, events, sponsorships, and the occasional brand refresh....

When it comes to bank marketing, there is usually a good time and a bad time to market bank products. Marketing during December, for example, is expensive and 40x harder to convert customers compared to September. Marketing savings, money market, or certificate of deposit accounts during tax time is a good move, while marketing treasury...

Recorded live from the Financial Brand Fourm on April 14th, Caleb Stevens sits down with Dan Marks, President of OptimaFI, to talk about what bank marketers should actually be focused on today. They dig into using data to prove ROI, aligning marketing with lending and finance, avoiding “shiny object” syndrome, and where AI can genuinely...

In today’s show, Caleb and Chris delve into some of the top marketing tactics and frameworks we utilize at SouthState’s Correspondent Division. They also explore how community banks can adopt these strategies to effectively capture the attention of their most promising prospects.   The views, information, or opinions expressed during this show are solely those...

Today Erik Bagwell and Caleb Stevens talk about 3 ways your bank can take its marketing to the next level. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees SouthState Bank, N.A. – Member FDIC

Today we bring on Owen LaFave, Market President at the Bank of Tampa. He tells us all about how he uses LinkedIn to create value for himself and his bank. Owen’s advice in today’s episode could inform your LinkedIn strategy to create value for your clients and to meet new prospects.   Learn more about...