Ep 72 – The Latest Essentials In Bank Marketing Compliance with Memrie Fortenberry
Finding the right balance between marketing and compliance is essential for community banks. The first step is ensuring that marketers and compliance officers build a trusting relationship. Compliance should always be involved in marketing decisions…
LATEST EPISODES
Ep 71 – Essential Social Media Compliance Guidelines with Jill Williams
Social media is a key tool for community banks to connect with their local communities and grow their brand, but it’s important to follow the rules and regulations to get it right. Community banks need to be creative in what they post, but they also…
Ep 70 – Three Key Leadership Facets That We Don’t See Enough Of
Chris and Dan discuss the importance of leadership in banking, especially focusing on transparency, adaptability, and vision implementation. They dive into how leadership styles impact a bank’s marketing strategies, and the necessity for modern…
Ep 69 – 5 Most Common Community Bank Goals
It’s strategic planning season – time to start figuring out what your bank should do next year, and get your budget in order. In our work with banks and credit unions across the country, we’ve noticed some themes emerge in the form of common…
ABOUT CHRIS & DAN
Chris S. Bates
Chris is CEO of AgoraEversole Marketing Agency. Chris attended the University of Alabama, completing his B.A.in Psychology with a minor in Business Administration at Belhaven University in 1994. He was a nonprofit executive for 10 years, and then owned Mean Mallard, a 50-employee outdoor sporting goods retail operation for nearly a decade. In 2009, Chris focused his career experiences to guide other business operators through his marketing services agency, Agora Company. On January 1, 2020, the agency merged with The Eversole Group, bringing more than 30 years of bank marketing expertise into a combined new agency, AgoraEversole.
While his company has focused for 12 years on many industry verticals, banking and healthcare have become their primary service specialties. He and his team deliver goal-focused marketing through partnerships with their clients, providing services in marketing design/consulting, digital marketing (SEO, Digital Advertising, etc.), web design and social media management. They are currently partnering with over 150 financial institution and other clients across 15 states.
Chris and his wife, Stacy, live in Madison, MS near their young adult children and attend St. James Episcopal Church. Chris is an active outdoorsman, and serves in leadership roles on several nonprofit Boards of Directors including Harbor House and the Belhaven University School of Business Advisory Board.
Dan Novalis
Dan is CEO of 2Novas, a marketing agency for community banks, based in St. Louis, Missouri. Dan earned his MBA in Marketing and Strategy from New York University’s Stern School of Business, and also holds a B.S. in Computer Science from Washington University in St. Louis. Prior to 2Novas, Dan worked for a variety of ad tech startups and global agencies as a marketing and technology strategist. His prior clients include Citibank, Morgan Stanley, Bankrate, Liberty Mutual, and more.
In 2018, Dan founded 2Novas with the idea of making the Fortune 100 consulting methodology available to community banks and other financial institutions. 2Novas focuses on data-driven marketing, and enabling smaller institutions to utilize marketing technology to better compete with fintechs and megabanks, who are steadily eating away at the traditional institutions’ market share.
Dan and his wife, Christine, live in Webster Groves, Missouri with their two dogs, two cats, and two sons (the 2 in 2Novas!), and are continually cleaning their home. When he can find the time, Dan is a powerlifter, drummer, and can grill a mean burger.
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