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In this episode, Lacey Keller, Marketing Coordinator at First National Bank of Waterloo, shares how her bank built an AI innovation committee, trained employees across departments, and adopted AI tools to improve efficiency and decision-making. She discusses creating custom AI agents that handle everything from content creation and budget dashboards to employee engagement portals and…

In this episode, Chris Nichols sits down with Greg Solomon, Senior Vice President and Director of Information Technology at Bank Independent, to discuss how a $3 billion community bank is moving from AI awareness to AI execution. Greg shares Bank Independent’s approach to building AI agents, automating workflows, improving employee productivity, and creating governance structures…

Money20/20 USA wrapped up in Las Vegas on October 21, and if there was a single theme, it was the fact that financial services industry is being rebuilt around artificial intelligence, digital money, and new business models. In this article, we explore these trends and explain how it might impact banking soon. The technology part…

Given the popularity of Muse, Instinct, Dots, ChatGPT, and other third-party agents, these tools have the capacity to alter deposit performance. These AI agents can continuously compare rates, fees, deposit insurance, bank safety and make strong recommendations including preparing account opening applications. Eventually, these agents will help a customer act. In this article, we examine…

For years, bank marketing conferences were largely about advertising channels, branding campaigns, social media, and creative tactics. This year, the 2026 ABA Bank Marketing Conferece was different. This year, the major themes centered on hyperscaling bank marketing by leveraging generative and agentic AI to fuel growth. Whether the topic was deposits, branding, social media, analytics,…

In this episode, Bailey Erickson sits down with Scott Latham, CEO of the Alabama Bankers Association. They discuss the issues facing community banks, both nationally, and in the state of Alabama. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState…

In this episode, Chris Nichols sits down with Walt Wear, SouthState’s AI Enablement Manager, to discuss the bank’s Copilot adoption journey, lessons learned from scaling AI across the organization, and what’s next as the industry moves toward agentic AI. Walt shares how a community-first approach, weekly office hours, AI Central, and a crowdsourced prompt library…

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….

Its World Cup mania and creating a model to predict the winner is excellent training for bankers looking to forecast their deposit run off in the future. In this article, we take bankers through a step-by-step process of “vibe modeling” a World Cup model and then apply it to modeling future deposit run off due…

In this episode, Chris Nichols sits down with Jack Henry’s Lee Wetherington to unpack the biggest strategic shifts facing community banks today. From deposit pressures and the rise of small business banking to the growing importance of data strategy and payments, the conversation highlights how banks must rethink their approach to growth. The discussion makes…

In this episode, we sit down with Ben Udell, a former community banker turned AI advisor, to break down what AI actually means for banks today and how to start using it in practical ways. Ben shares how bankers can use AI to save time, sharpen decision-making, and enhance relationships. From turning voice notes into…

Account opening is one of banking’s most important moments: it’s where a new relationship begins, where trust is earned (or lost), and where the bank sets the foundation for profitability and risk management. In this article, we look at how generative AI is being employed within teams of agents that is serving to make the…