Tag
Marketing
Live from the Financial Brand Forum: Marketing that Moves the Balance Sheet with Dan Marks
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…
Making Your Bank’s Events Remarkable with Billy Boughey
Today we have the privilege of welcoming back our very first podcast guest, Billy Boughey. Billy is the founder of Elevate Experiences, a company that creates unforgettable corporate events and experiences. Billy talks about the 3 keys to a remarkable event, casting vision for your company, and the importance of courage and taking ownership. Coach…
Our Top Marketing Strategy You Need to Try
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…
The Secret to Chick-fil-A’s Success with David Salyers
Today we feature another backstage conversation from the 2025 Elevate Banking Forum with David Salyers, retired Chick-fil-A executive and SouthState board member. We talk about his journey to Chick-fil-A and the principles that give the company a competitive edge. The views, information, or opinions expressed during this show are solely those of the participants…
Stop Pitching, Start Connecting: How Community Banks Can Lead with Connection with J.R. Lay
In this episode, Caleb sits down with J.R. Lay—entrepreneur, bestselling author, and founder of Level Up Business—to explore how community banks can deepen relationships and drive growth through authentic communication. They discuss the power of personal branding, the role of video and content in building trust, and why helping first is the key to long-term…
3 Ways to Take Your Bank’s Marketing to the Next Level
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
How to Create a High-Performing Digital Strategy with Matt Quale from Forbright Bank
Today Chris Nichols sits down with Matt Quale, who serves as President of Digital Banking at Forbright Bank. He has decades of experience in consumer experience, technology, and financial services, having held leadership roles at Texas Capital Bank, Bask Bank, Brighthouse Financial, MetLife, American Express, WebMD, McKinsey, ConAgra, Coca-Cola, and General Mills. Chris and Matt…
How Lenders Can Use LinkedIn to Create Value for Your Bank with Owen LaFave
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…
The Power of Storytelling with William Warren from The Sketch Effect
Today we sit down with William Warren, Founder of The Sketch Effect — a visual communications agency that works with brands like Chick-fil-A and Delta Airlines. William talks about the importance of visual storytelling, why it’s so overlooked in the business world, and how to inspire and lead the creatives on your team. REQUEST…
What Effective Bank Marketing Looks Like with Chris Bates
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…
Craig Rodenberger, Chief Marketing Officer of Ephrata National Bank, on Banking the Amish Community and Creating Remarkable Customer Experiences
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…
The Art of Bank Branching with Steve Smith from Accenture
In our final episode of 2024, Chris Nichols sits down with Steve Smith from Accenture to discuss the future of bank branching. GET OUR NEW EBOOK: TOP 12 WINNING STRATEGIES FOR COMMUNITY BANKS IN 2025 The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily…