In this episode Dan Novalis of 2Novas joins Brent to talk all things bank marketing—why a data and engineering mindset changes everything, how simple segmentation wins more loyalty than big incentives, and how banks can (finally) unlock their website’s potential. Plus: smart ways to use AI without risking compliance.

📌 HOW TO CONNECT

Dan Novalis – LinkedIn

https://www.linkedin.com/in/dannovalis

2Novas (Dan Novalis’s company website)

http://www.2novas.com

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#BankMarketing #DigitalStrategy #Fintech #BankingInnovation #AIinBanking #CustomerLoyalty #CRMstrategy #MixAndMatchbox

00:09: Introduction and guest introduction

00:45: Dan Novalis's career background

03:50: Marketing strategy and engineering background

07:28: Under-leveraged data in banks

11:10: CRM issues in banks

17:43: Incentive and loyalty programs

22:51: Brand and marketing strategy

29:21: Importance of websites for banks

33:05: AI in banking and security concerns

39:18: AI in customer service

45:41: Closing remarks and contact information

Key Takeaways:

Engineering mindset helps prioritize impact and iterate quickly.

Simple segmentation can significantly improve campaign performance.

Culture often blocks CRM success before tech does.

Incentives need onboarding and storytelling to drive loyalty.

Focused brand strategy enables marketing consistency and clarity.

A website is your 6th branch—story matters.

AI has practical, low-risk applications—particularly in chat automation.

#BankMarketing #FinservAI #CustomerLoyalty #MarketingStrategy #PodcastRec