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!

Bank Marketing Show
Claim This Podcastby Chris Bates & Dan Novalis
Podcast Authority
Beta
Podcast Overview
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!
Language
🇺🇲
Publishing Since
3/14/2022
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Recent Episodes

June 22, 2026
Ep 114 - Can AI Find Your Bank
<p class="MsoNormal" style="margin-bottom: 10.0pt;">Go ask ChatGPT or Claude who the best bank in your town is. Or ask Google AI where to get a small business loan in your county. See what comes back. If your bank isn't in the answer — or worse, if a competitor is — that's not a future problem. That's happening right now, every time a potential customer asks AI for a recommendation instead of typing "bank near me" into Google.</p> <p class="MsoNormal" style="margin-bottom: 10.0pt;">This isn't a traditional search ranking issue. People are having conversations with AI — asking real questions in plain language about real problems. And AI is answering based on what it can find. If your website says "your trusted financial partner" and nothing else, there's nothing for it to work with.</p> <p class="MsoNormal" style="margin-bottom: 10.0pt;">In this episode, Dan and Chris walk through how to audit your bank's AI visibility, why most community banks are invisible in AI results, and what to do about it — starting this week.</p> <h2>In this episode:</h2> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->How to audit your AI visibility right now — and why you should search as a customer, not as a banker</p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->Why generic messaging makes you invisible to AI — and the difference between ranking for a keyword and being the answer to a question</p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->The thin content problem: why a bullet-point feature list isn't enough anymore</p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->Why getting specific about your geographies, your customer types, and your specialties makes you more findable — not more narrow</p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 10.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->Who you're competing against online may not be who you think you're competing against on the ground</p> <h2>Resources:</h2> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->Reach out for a deeper AI visibility audit: <a href= "mailto:contact@bankmarketingshow.com">contact@bankmarketingshow.com</a> </p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->The Bank Marketing Show: <a href= "https://www.bankmarketingshow.com">www.bankmarketingshow.com</a> </p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->The Bank Marketing Minute (Newsletter): <a href= "https://www.bankmarketingminute.com">www.bankmarketingminute.com</a> </p> <p class="MsoListParagraph" style= "text-indent: -.25in; mso-list: l0 level1 lfo1; margin: 0in 0in 4.0pt .5in;"> <!-- [if !supportLists]--><span style= "mso-list: Ignore;">•<span style= "font: 7.0pt 'Times New Roman';"> </span></span> <!--[endif]-->Contact: <a href= "mailto:contact@bankmarketingshow.com">contact@bankmarketingshow.com</a> </p>

June 5, 2026
Ep 113 - Finding The Whitespace
<p>Every community bank knows they need to differentiate. But how? Most banks skip the hard part — figuring out what the market actually looks like from the customer's perspective — and jump straight to writing a tagline. The result? Messaging that sounds like every other bank in town.</p> <p>The answer is whitespace: the gap between what your competitors are saying and what your ideal customers actually need to hear. Find that gap, and you have a marketing message people will pay attention to. Miss it, and you're just adding to the noise.</p> <p>In this episode, Dan and Chris walk through a four-step process for identifying whitespace in your market and turning it into messaging that resonates with the customers you're trying to reach. The process builds on the AI and competitive analysis topics covered in recent episodes and the Kadince webinar — including a live competitive analysis demo available at bankmarketingshow.com.</p> <p>In this episode:</p> <p>• Why most competitive analyses don't lead anywhere useful — and what to do differently</p> <p>• A four-step process for finding the messaging gap your bank can own</p> <p>• The difference between digital whitespace and on-the-ground competition — and why both matter</p> <p>• How AI fits into this process without replacing the thinking</p> <p>• A simple test to know if your messaging is specific enough</p> <p>Resources:</p> <p>• Watch the competitive analysis demo in the AI webinar at bankmarketingshow.com</p> <p>• The Bank Marketing Show: <a href= "https://www.bankmarketingshow.com">www.bankmarketingshow.com</a> </p> <p>• The Bank Marketing Minute (Newsletter): <a href= "https://www.bankmarketingminute.com">www.bankmarketingminute.com</a> </p> <p>• Contact: <a href= "mailto:contact@bankmarketingshow.com">contact@bankmarketingshow.com</a> </p>

May 21, 2026
112 - Peter Ort - Marketing and Culture
<p>You can't fake culture. You can put posters in the break room and bring in an ice cream <br /> truck on Fridays, but your employees and your customers will know the difference. Real <br /> culture is lived, not declared — and when it's real, it shows up in your marketing without <br /> you having to force it.</p> <p><br /> Peter Ort is EVP and COO at MCS Bank in central Pennsylvania, where he oversees <br /> operations, development, and marketing strategy. MCS Bank serves communities that <br /> range from Penn State's tech-driven economy to rural Amish communities — and <br /> Peter's approach to building a consistent culture across that spectrum is something any <br /> bank can learn from.</p> <p><br /> In this episode, we cover:<br /> • Why marketing isn't just external — and how celebrating your employees <br /> internally creates the stories that power your external brand<br /> • The courier who fixed a customer's gate, and why you can't buy that kind of <br /> marketing<br /> • How to find your real culture: honest assessment, anonymous surveys, and <br /> getting out of the corner office<br /> • Four elements of a thriving culture: voice, trust, communication, and shared <br /> vision<br /> • Why Peter hires on attitude over aptitude — and sits in on every interview, <br /> including part-time summer hires<br /> • The difference between telling your story and telling your customers' stories —<br /> and how the best marketing is when your customers celebrate you</p> <p><br /> Lightning round:<br /> • Personal best: Graduated with honors from the Pennsylvania Bankers <br /> Association Advanced School of Banking<br /> • Book: The Dichotomy of Leadership by Jocko Willink and Leif Babin<br /> • Best advice received: Never take criticism from someone you wouldn't take <br /> advice from<br /> • What he tells his team: "Are you ready for another day of banking excellence?"</p> <p><br /> Resources:<br /> • Peter Ort: <a href= "mailto:peter.ort@mcs.bank">peter.ort@mcs.bank</a> <br /> • Peter on LinkedIn<br /> • Book: The Dichotomy of Leadership by Jocko Willink and Leif Babin<br /> • The Bank Marketing Show: <a href= "https://www.bankmarketingshow.com">www.bankmarketingshow.com</a> </p>
114 total episodes available
Recent guests on Bank Marketing Show
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Rich Jones
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Amber Murphy
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Candie Simmons
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Rebeca Romero Rainey
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Scott Stevens
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Emily Schwartz
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Randy Dorn
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Charles LeFevre
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Dan
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Sharveen Kumar
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Justin Stayrook
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Autumn Jose
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- What is Bank Marketing Show?
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This podcast updates daily.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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