Podcast
Bank Marketing Show
Hosted by Chris Bates & Dan Novalis · EN
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!
16episodes
Episodes
Newest firstAll episodes
112 - Peter Ort - Marketing and Culture
2w ago00:58:47Tap to summarizeYou can't fake culture. You can put posters in the break room and bring in an ice cream truck on Fridays, but your employees and your customers will know the difference. Real culture is lived, not declared — and when it's real, it shows up in your marketing without you having to force it. Peter Ort is EVP and COO at MCS Bank in central Pennsylvania, where he oversees operations, development, and marketing strategy. MCS Bank serves communities that range from Penn State's tech-driven economy to rural Amish communities — and Peter's approach to building a consistent culture across that spectrum is something any bank can learn from. In this episode, we cover: • Why marketing isn't just external — and how celebrating your employees internally creates the stories that power your external brand • The courier who fixed a customer's gate, and why you can't buy that kind of marketing • How to find your real culture: honest assessment, anonymous surveys, and getting out of the corner office • Four elements of a thriving culture: voice, trust, communication, and shared vision • Why Peter hires on attitude over aptitude — and sits in on every interview, including part-time summer hires • The difference between telling your story and telling your customers' stories — and how the best marketing is when your customers celebrate you Lightning round: • Personal best: Graduated with honors from the Pennsylvania Bankers Association Advanced School of Banking • Book: The Dichotomy of Leadership by Jocko Willink and Leif Babin • Best advice received: Never take criticism from someone you wouldn't take advice from • What he tells his team: "Are you ready for another day of banking excellence?" Resources: • Peter Ort: peter.ort@mcs.bank • Peter on LinkedIn • Book: The Dichotomy of Leadership by Jocko Willink and Leif Babin • The Bank Marketing Show: www.bankmarketingshow.com
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Ep 111 - AI Insights #2 - Where It Is Going
May 100:26:42Tap to summarizeAI isn't going to replace your entire marketing team tomorrow. But it is going to change what you do, and how fast you're expected to do it. It's already reducing marketing hiring and eventually will impact team sizes. Banks and bank marketers that start learning these tools now, will get ahead of slower-moving competitors (both smaller AND larger ones) who are stuck in analysis paralysis about what to do. And, becoming the go-to AI person in your bank will help your career. This is part two of our two-part series based on the AI webinar we recently gave with our partner, Kadince. Here, we dive into the topics in more depth that we were able to cover on the webinar. But the webinar's not a prerequisite! In this episode, we cover: · What we think AI's impacts to bank marketing, and banking in general, will be over the next 12 months, next 3 years, and beyond · How banking itself may change as the technology advances · Five things you can do this week to start weaving AI tech into your day-to-day Resources mentioned: · Watch the full webinar at bankmarketingshow.com · Email us at contact@bankmarketingshow.com for the full webinar deck · Subscribe to our companion newsletter at bankmarketingminute.com
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Ep 110 - AI Insights #1 - What You Should Be Doing Today
Apr 2400:35:27Tap to summarizeAI can write your tagline in 5 seconds. Should it? Not in 5 seconds, because you'll sound like every other bank. AI gives you the average of the internet, and the average community bank's marketing is, well, average. Dan and Chris break down what bank marketers should actually be doing with AI right now – how to add your human judgment, local feel and emotional nuance to AI tools, so you get great outputs instead of average ones. This is part one of a two-part series based on the AI webinar we recently gave with our partner, Kadince. Here, we dive into the topics in more depth that we were able to cover on the webinar. But the webinar's not a prerequisite! In this episode, we cover: · Why AI-generated content looks polished, but generic · The 80-20 rule for making AI output better · A 6-part prompting formula you can apply to any situation · Quick wins you can do this week Resources mentioned: · Watch the full webinar at bankmarketingshow.com · Email us at contact@bankmarketingshow.com for the full webinar deck · Subscribe to our companion newsletter at bankmarketingminute.com
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Ep 109 - Go Niche or Go Home How Community Banks Win by Serving the Overlooked
Apr 1300:36:43Tap to summarizeEvery bank has checking accounts and loans. Every bank says they care about relationships. So when your marketing sounds like every other bank's marketing, why would anyone switch? They won't. The way to stand out isn't to shout louder — it's to get specific. In this episode, Dan and Chris make the case that narrowing your focus doesn't shrink your opportunity — it expands it. Big banks scale. Community banks specialize. And that specialization is how you show customers that you're different. In this episode, we cover: · Why niching down gets you a bigger piece of a smaller, more loyal pie · Finding your niche from where you already have traction · Real examples from banks that found a niche hiding in plain sight · How specialization unlocks your content, your ads, and your messaging in ways that generic "financial solutions" language never will · A simple test for knowing if your message is still too broad, or just right Resources: · The Bank Marketing Show: www.bankmarketingshow.com · The Bank Marketing Minute (Newsletter): www.bankmarketingminute.com · Contact: contact@bankmarketingshow.com
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Ep 108 - What Actually Works for a New Location
Mar 2600:35:00Tap to summarizeOpening a new branch is a huge investment — a new build can run into the millions. Most banks do the demographic research, study the traffic patterns, and pick the right spot. But then when it comes to actually marketing the thing? They show up with a grill in the parking lot and call it a grand opening. In this episode, Dan and Chris break down what a real new-market launch strategy looks like — from competitive analysis before you open the doors, to turning your grand opening into a community event people actually want to attend, to the longer game of establishing your brand in a market where nobody knows you yet. In this episode, we cover: - Why your marketing research should go beyond demographics — and what a competitive messaging analysis reveals that HHI data won't – - The difference between opening a second branch in your market vs. entering a brand new one - How to turn a grand opening from a bank celebration into a real community event - What the grand opening marketing timeline should look like Resources: - The Bank Marketing Show: www.bankmarketingshow.com - The Bank Marketing Minute (Newsletter): www.bankmarketingminute.com - Contact: contact@bankmarketingshow.com
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Ep 107 - Bold with a Purpose - with Rich Jones of BankIn Minnesota
Mar 1100:51:08Tap to summarizeEvery bank says they want to stand out. But most don't go beyond tweaking a logo, or updating colors, and continue to rely on the number of years in business to build trust. That's important – but no longer enough to differentiate your bank against the thousands of others with a similar history. It's time to be bold. In this episode, Rich Jones, President & CEO of BankIn Minnesota, talks about what it actually looks like to be bold with a purpose — starting with culture, not a color palette. Rich talks about the association's approach to rebranding, and the lessons banks can learn from it. We discuss how the association's rebrand wasn't a marketing exercise — it was the result of a deeper conversation about who they are, who they serve, and what they actually stand for. And that's the lesson for every community bank thinking about brand: the boldness has to come from something real, or it doesn't land. In this episode, we cover: · Why being bold for the sake of being bold doesn't work, and what "bold with a purpose" actually means · How BankIn Minnesota's rebrand grew out of culture, not a creative brief · The difference between authority-first and relatability-first messaging · Why your people are your real brand differentiator, and how to show it · What associations and banks can learn from each other about growth mindset Resources mentioned: · Rich Jones: rich@minnesota.bank · BankIn Minnesota: minnesota.bank · The Bank Marketing Show: www.bankmarketingshow.com · The Bank Marketing Minute (Newsletter): www.bankmarketingminute.com · Contact: contact@bankmarketingshow.com
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Ep 106 - The We-Tried-That Problem
Mar 200:38:53Tap to summarizeThe "We Tried That" Problem Real quotes: "We tried Google Ads and they didn't work." "We did SEO for a couple months and nothing happened." "Direct mail was way too expensive for what we got out of it." If you've heard, or said, any of these – this episode is for you! We break down the real reasons bank marketing tactics fail, from our experience seeing these things play out at banks across the country. Spoiler: it's almost never the channel itself. Google Ads, SEO, and even direct mail DO work – but not if you only focus on the ad itself. In this episode: · Why banks often blame the channel · The "underdosing" trap – what happens when you run a digital ad with too little budget · How the platforms themselves are incentivized to get you to spend, not to strategize · How to match tactics to your audience instead of just copying what bigger banks do · A framework for evaluating the root cause of success or failure of a campaign Resources mentioned: · The Bank Marketing Show Website: bankmarketingshow.com · The Bank Marketing Minute Newsletter: bankmarketingminute.com · Get in touch: contact@bankmarketingshow.com
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Ep 105 - Amber Murphy - The Case for Industry Specialization in Bank Marketing
Feb 1600:40:55Tap to summarizeEvery community bank has checking accounts and loans. So the age-old question is, how do you stand out? First Financial Bank figured it out: they went deep in one niche, and then kept going, building many specialty lending divisions and driving massive growth. In this episode, Amber Murphy, VP and Marketing Director at First Financial Bank, shares how FFB's niching strategy transformed their marketing from generic to powerful, and why your bank doesn't need to be huge to do the same thing - something we espouse on this show all the time! In this episode, we cover: - How specializing actually expands your marketing opportunities (not limits them) - Why FFB runs 3-4 ads simultaneously for different audiences - Using blog and newsletter content to become the trusted advisor in their niches - Where community bank marketing trends need to go in the next 12-18 months Resources mentioned: - Book: Getting Things Done by David Allen - Contact Amber Murphy: amurphy@ffb1.com - First Financial Bank: www.ffb1.com - The Bank Marketing Show: www.bankmarketingshow.com - The Bank Marketing Minute (Newsletter): www.bankmarketingminute.com - Contact: contact@bankmarketingshow.com
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Ep 104 - Candie Simmons - Passion, Purpose & Communication in Community Banking
Feb 200:41:35Tap to summarizeChris and Dan sit down with Candie Simmons, founder of CL Simmons Consulting, to talk about the people problems that slow banks down: communication breakdowns, the gap between being a great producer and being a great manager, and why marketing and compliance don't have to be at each other's throats. Candie spent 16 years in banking (including leading marketing for a top 50 institution), now runs her own consultancy, and sits on the board of a community bank in Mississippi. She's seen these issues from every angle. What we cover: - The number one problem banks call her about (hint: communication!) and how it shows up everywhere - between departments, between generations, between leadership and staff. - How to tell the story of community banks' best built-in advantage: being small enough that employees see their impact, and customers can talk still to actual decision-makers. - How banks can use tools like Gallup StrengthsFinder to align people's responsibilities with what they're actually good at (instead of just assigning tasks to whoever's available), for better employee satisfaction, a stronger culture, and better outcomes for customers. Resources Mentioned: - Gallup StrengthsFinder assessment (~$30, available at gallup.com) - Books: The Kind Act; A Few Kind Words by Tracey WIllis Gates Connect with Candie: clsimmonsconsulting.com: Reach out for a free consultation.
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Ep 103 - Building the Next Generation of Community Banks with Rebeca Romero Rainey - CEO of ICBA
Jan 1900:51:29Tap to summarizeWhen it comes to advocating for the future of community banking, few voices carry more weight than Rebeca Romero Rainey. This week we had the privilege of sitting down with Rebeca, the President & CEO of the ICBA, for a candid and thoughtful conversation on where the industry is heading. Top of mind for us all is how community banks can stay strong amid competition from fintechs and non-bank players. Rebeca's vision is that the path forward isn't about becoming someone else, but about owning what makes community banking unique. Yep, Dan & I loved hearing her sing our song about that! She didn't hold back on the tough stuff either. We talked about regulatory clarity, the risks and rewards of adopting AI, and the challenge of attracting new talent to the industry. But through it all, Rebeca's optimism was clear: community banks are agile, trusted, and human, and that's their real superpower. Some of the key takeaways that we can all use: Embracing AI doesn't mean losing your human touch. We must embrace it but approach it responsibly. Speak to the real human differentiators that community banks have in an increasingly digital world. Succession planning and leadership development must evolve and be priorities. We need to make it easier (and less costly) to start new community banks. Some of the leadership principles that Rebeca relies on most are listening and taking action. Resources: BankMarketingShow.com When it comes to advocating for the future of community banking, few voices carry more weight than Rebeca Romero Rainey. This week we had the privilege of sitting down with Rebeca, the President & CEO of the ICBA, for a candid and thoughtful conversation on where the industry is heading. Top of mind for us all is how community banks can stay strong amid competition from fintechs and non-bank players. Rebeca's vision is that the path forward isn't about becoming someone else, but about owning what makes community banking unique. Yep, Dan & I loved hearing her sing our song about that! She didn't hold back on the tough stuff either. We talked about regulatory clarity, the risks and rewards of adopting AI, and the challenge of attracting new talent to the industry. But through it all, Rebeca's optimism was clear: community banks are agile, trusted, and human, and that's their real superpower. Some of the key takeaways that we can all use: Embracing AI doesn't mean losing your human touch. We must embrace it but approach it responsibly. Speak to the real human differentiators that community banks have in an increasingly digital world. Succession planning and leadership development must evolve and be priorities. We need to make it easier (and less costly) to start new community banks. Some of the leadership principles that Rebeca relies on most are listening and taking action. Resources: BankMarketingShow.com ICBA: https://www.icba.org/ Rebeca: https://www.icba.org/w/rebeca-romero-rainey LET (Leadership Effectiveness Training): https://www.gordontraining.com/leader-effectiveness-training-l-e-t/
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