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PODCAST

Bank Marketing Show

Chris Bates & Dan Novalis

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!

business marketing

All Episodes

44:16

Ep 37 - The Secret Sauce of Recruitment with Allison...

Bank Marketing Show ·

2023/07/10

Ep 37 - The Secret Sauce of Recruitment Job seekers’ attitudes have shifted dramatically over the last few years – forcing changes to the hiring process. Applicants today have a different view of what they will and won’t accept in the workforce and have an increasing need for purpose in their work. For banks, it’s imperative to stand out to attract new talent, and one of the best ways to do this is by leveraging your bank’s culture and reputation. In this episode, Dan Novalis, Chris Bates, and

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31:13

Ep 36 - Avoiding Quick-Win Marketing

Bank Marketing Show ·

2023/06/26

Ep 36 - Avoiding Quick-Win Marketing To differentiate your community bank from competitors, it's important to identify your "special sauce" or unique strength that attracts your target audience. By concentrating on a couple of key areas and excelling in them, your customers will be happier and more likely to recommend your services to others. In this episode, Chris Bates and Dan Novalis talk about the importance of deliberate discovery sessions to answer important questions about your bank's

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47:04

Ep 35 - Finding Digital Ad performance and ROI with...

Bank Marketing Show ·

2023/06/12

Do you have clearly defined goals for your bank marketing efforts? The only way you can determine if your marketing is performing – and adding bottom line to your bank – is if you are tracking your progress against goals. Digital ads won’t work if you just throw money at them. In this episode, Dan Novalis, Chris Bates, and Alana Levine, CRO of Fintel Connect, discuss finding digital ad performance and ROI. It is possible for banks to track digital ad ROI – and it’s probably easier than you think.

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29:59

Ep 34 - Networking: The Power of Community for Your...

Bank Marketing Show ·

2023/05/29

Ep 34 – Networking: The Power of Community for Your Career and Bank It’s a thing that some people live for, and others shy away from. But the benefits of networking – for introverts and extroverts alike! - go beyond getting your bank noticed or advancing in your career. We all know it, but fostering genuine relationships leads to increased knowledge, growth, and opportunities. Furthermore, connecting with others can bring forth valuable insights from different sectors, pain points, and successes,

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46:01

Ep 33 - Competing on Customer Experience with Joann...

Bank Marketing Show ·

2023/05/15

Ep 33 – Competing on Customer Experience with Joann Marsili Community banks must focus on what they do best: connecting with customers and building their brand. It’s easy to look around the corner and see what everyone else, especially megabanks, is doing, but resist the urge. Focus on what your customers need instead. In this episode, Chris and Dan interview Joann Marsili, CFMP, and EVP, Chief Marketing, and Digital Experience Officer of Fidelity Bank in Leominster, Massachusetts. We dive deep

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44:02

Ep 32 - How Banks and Small Businesses Connect Better...

Bank Marketing Show ·

2023/05/01

Ep 32 - How Banks And Small Businesses Can Connect Better with Derik Sutton - Chief Marketing Officer at Autobooks Marketing to small businesses comes down to relationships, proximity, and trust. Derik Sutton, Chief Marketing Officer for Autobooks, is a small business and bank marketing expert. Dan and Chris chat with him about the best ways banks can build trust and relationships with their small business customers at every stage of the journey, through educational content marketing, sales and

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31:22

Ep 31 - The Role of Marketing in Crisis Communications

Bank Marketing Show ·

2023/04/17

Ep 31 - The Role of Marketing in Crisis Communications As a cornerstone of the community, banks play an important role in times of crisis. In the wake of the March 2023 bank failures, community banks must build confidence in their strength, and marketing is the key. In this episode, Dan Novalis and Chris Bates discuss the role of marketing in crisis communications, why it’s crucial to have a plan, and how marketing and PR are correlated. They also discuss the basics of creating a crisis

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56:20

Ep 30 - Think Like a Brand, Not a Bank

Bank Marketing Show ·

2023/04/03

Ep 30 - Think Like a Brand, Not a Bank In this episode, Chris Bates and Dan Novalis interview Allison Netzer and Liz High, authors of the book “Think Like a Brand, Not a Bank” – a must read for any banker. Your bank’s brand belongs to everyone in the bank, from teller to CEO. Banks and companies that focus on their brand almost always outperform in their markets – and we discuss examples of banks that have done just that. We also chat about the five principles shared in the book: doing

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19:48

Ep 29 - The Value of Strategy

Bank Marketing Show ·

2023/03/20

Ep 29 - The Value of Strategy To meet your goals, you must pause to plan. Marketing cannot be viewed as a side project but as an integral part of your strategy. Do you know what your customer journey looks like? What are the steps that lead from brand awareness to researching a solution to actually opening an account? Considering these factors will help you create a strategy that leads to success. In this episode, Dan Novalis and Chris Bates host their first live-in-person podcast from a marketing

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49:38

Ep 28 - Finding The Right Partnerships and Using Your...

Bank Marketing Show ·

2023/03/06

Choosing the right digital marketing agency for your bank can be a make or break decision – but can also be one of the best decisions you make. It’s tough for many banks to decide to bring in an external vendor, but often vendors bring expertise and perspective that don’t exist within the bank (and are very hard to hire for!). But, to do it right, you need to ask questions, dig deep,and get really clear on what problem you need to solve – and why hiring an agency to solve it is the best way. In this

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42:43

Ep 27 - Finding Success In Today’s Digital Advertising

Bank Marketing Show ·

2023/02/17

There’s a lot of talk about an upcoming recession and how it will affect spending habits. It’s essential that financial institutions keep up their digital marketing to ensure brand awareness. In fact, a recent study showed that Americans are collectively sitting on $1.7 trillion in excess savings, which is giving many people a bit of a cushion. There’s a lot of opportunity for banks, even during economic downturns. In this episode, Dan Novalis, Chris Bates, and Shannon Walion Dominguez discuss

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47:57

Ep 26 - How Targeted Marketing Gives You ROI

Bank Marketing Show ·

2023/02/06

Stop thinking about selling your product. Start thinking about how it benefits your customer. Data-driven campaigns are the future of marketing. By gathering data on your existing customers, large and small banks can use this information to create better-targeted advertising campaigns. In this episode, Dan Novalis, Chris Bates, and Ria Iyengar discuss how data-driven, targeted marketing gives banks a better return on their investment. Benefit-driven marketing helps you map out which products make

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29:42

Ep 25 - The Role of a Marketer

Bank Marketing Show ·

2023/01/23

Bank marketers find their way into the profession one way or another – but rarely does someone set out to become one. Instead, most bank marketers have followed a winding path to get there, usually through another role within the bank. So is it possible to sum up what a bank marketer should be? If you’re not yet a bank marketer, but want to be, how can you aim yourself there? In this episode, Dan Novalis and Chris Bates talk about their own pathways into bank marketing. They both took different

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28:56

Ep 24 - Hot Topics for 2023

Bank Marketing Show ·

2023/01/09

As we wrap up 2022 and look forward to 2023, many banks and businesses are fearful of impending recession, rising rates, and more – and may be discussing pulling back budgets or operating more cautiously. Instead of backing away, this could be your opportunity to keep going and run past your competition. In this episode, Dan Novalis and Chris Bates discuss what to expect in 2023, inflation and rising rates, and digital trends in 2023 and beyond. They also discuss how TikTok and video have taken over

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35:59

Ep 23 - The best gold nuggets of 2022

Bank Marketing Show ·

2022/12/26

To wrap up 2022, and celebrate the first year of the Bank Marketing Show, Chris and Dan re-visit the best bank marketing tidbits from the first 22 episodes. They break it down into four main categories you won’t want to miss: real community engagement, industry leadership, marketing partners, and the power of marketing. One good decision can create a good day. There’s power in storytelling: big banks can’t tell a community story the way community banks can. Be more human. Be a storyteller, not a

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52:31

Ep 22 - The Power of Personal Branding for Career Growth

Bank Marketing Show ·

2022/12/12

You can’t out-bank your competition, which is why focusing on building relationships is so essential. Social media creates an incredible opportunity to foster relationships online, especially when you post engaging content that’s authentic and personal. There’s a power of personal branding that community bankers can benefit from. In this episode, Dan Novalis, Chris Bates, and Eric Cook discuss why bankers should care about building a personal brand. They also discuss the value of personal

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54:54

Ep 21 - From Stress To Success – Making Better...

Bank Marketing Show ·

2022/11/28

You’re one good decision from having a good day. By repeating these good decisions, you can have a good life. Making decisions isn’t easy; we’re faced with fear, the fear of regret, distractions, and temptations with almost every decision we make. But when you choose the best things for your life, your life will be the best it can be. Our guest decided he was tired of who he was and wanted to become who he could become – a decision he made after a conversation with his coach. In this episode, Dan

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43:42

Ep 20 - Creating Brand Stories for Content That...

Bank Marketing Show ·

2022/11/10

Your customers don’t want to hear about your bank’s latest offers, they want to hear how it helped people in your community realize their dreams. This is the power of marketing; this is the power of storytelling. Banks need to create online content that resonates with their customers, on the social media channels where they hang out, meeting them where they are. In this episode, Dan Novalis, Chris Bates, and Ben Pankonin chat about storytelling and why more community banks need to engage with their

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36:23

Ep 19 - Challenge and Pain Point - Customer Attrition...

Bank Marketing Show ·

2022/10/31

Attrition is normal, but 20-30% of customer churn can be attributable directly to customer service issues, and other things within your control. Plus, in a post-Covid world where fintechs are proliferating, many financial institutions are seeing “quiet attrition” – where some of a customer’s business leaves the bank, but there’s no formal closure of accounts. What can you do within your bank to address and prevent these forms of churn? In this episode, Dan Novalis and Chris Bates discuss methods

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40:28

Ep 18 - Case Study: Social Media Engagement at a $2B...

Bank Marketing Show ·

2022/10/17

When you see smaller financial institutions that have more followers and significantly more engagement than yours, you may wonder what you’re doing wrong. But the reality is that organic reach has been declining in general, and especially on Facebook, where polarizing content often wins the day. It’s important for financial institutions to have a strategy to increase engagement, and the great news is that it’s possible to improve your social media engagement with a few simple changes to your

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97 results

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