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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…

Like a carpenter with a hammer where everything looks like a nail, to a deposit gather, all too often the world looks like a rate. Commonly lost is a discussion around marketing expense. In this article, we explore a deposit marketing framework that describes how bankers might want to think of the trade off between…

Today we speak with Karan Bhalla, Founder and CEO of AiVantage. He tells us about how banks can utilize AI to personalize their marketing efforts and, in turn, deepen client relationships.   The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of…

As you considering strategic initiatives for next year, one initiative to consider is to make the bank more AI friendly. The digital landscape is undergoing a seismic shift. Traditional Search Engine Optimization (SEO) is no longer sufficient in an era dominated by generative AI. For bank executives, understanding and implementing “Generative Engine Optimization” (GEO) is…

Today Caleb Stevens sits down with Chris Bates from Agora Eversole for a wide-ranging conversation on bank marketing. DOWNLOAD OUR FREE LOAN PRICING VIDEO SERIES HERE 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…

Today Chris Nichols sits down with Craig Rodenberger, Chief Marketing Officer of Ephrata National Bank. Craig shares how they bank the Amish community and what it looks like to create remarkable experiences for your clients. TAKE THE ARC GUIDED TOUR HERE The views, information, or opinions expressed during this show are solely those of the…

At present, we track 150+ AI agent platforms that households and business can use right now to manage banking products. While the public is currently focused on booking travel, restaurants and events, soon they will be using agents to optimize their banking. These agents can now compare different banking products, to include researching fees, and…

As of last month, 68% of iPhone users were running iOS 18 or higher and 92% of Android users are running their 5.0 iOS or higher. This means that thanks to recent Apple upgrades in their operating system, most phones are now capable of receiving Rich Communication Services (RCS) messages in addition to traditional SMS….

Take a second to think about how much of your operating, sales and marketing effort is spent acquiring new customers versus growing your existing customers. If you are like most banks, 80% of your effort is not directed at increasing product usage. This could be a problem because when you look at conversion rates for…

Last week, we covered the first two steps in using AI-driven marketing data to uncover the customer’s intent. (HERE). This week, we discuss the last two steps and show how generative AI is the new major change in bank marketing when it comes to becoming much more effective at leveraging customer intent. Interpreting topic models…

A survey from the CFA Institute caught our attention on why wealth management clients leave. 47% of the respondents said they left because of the poor portfolio performance. That makes sense. But, do you know what the second highest reason for leaving your wealth manager was? Communication. 43% of the respondents left because of the…

For inspiration in banking innovation, we often look to other industries. Honkook Kim and his Gentle Monster Brand is a perfect example. With financial hardship, competition from dominant players, and a startup budget, Gentle Monster faced many of the same challenges as a community bank. Instead of thinking traditionally, Gentle Monster pursued a strategy of…