EPISODES
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Ep 99 – The Future of AI Agents – How Community Banks Win SMB Relationships – with Jared Shulman and Jerry Shu
AI Agents are quickly becoming the biggest competitive edge for community banks to win and serve small business customers. Chris and Dan sat down with the co-founders of Daylit, Jared Shulman (CEO) and Jerry Shu (CTO), to break down what AI agents actually are, how...
Ep 98 – Randy Dorn – Lessons from a Rebrand
What happens when a 120-year-old community bank decides to take a bold leap forward? Listen to our valued guest Randy Dorn and see!
Ep 97 – Charles LeFevre – AI, Compliance, and the Marketer’s Dilemma
Compliance and marketing don’t have to be enemies, especially in the age of AI. In this episode, Charles LeFevre, Director of Compliance Operations at Kadince (and self-proclaimed “Taylor Swift of Compliance”), joins us to break down how these…