Suggestions
Dan Novalis
Head of US Growth at Insait. Follow me for posts on community bank and credit union data-driven marketing and automation. 🎧 Co-host: Bank Marketing Show Podcast 💲Featured in Forbes Next 1000
Dan Novalis is a marketing professional specializing in the financial sector, particularly community banks and credit unions. He currently holds the position of Head of US Growth at Insait IO.17
Professional Background
Dan Novalis has extensive experience in marketing strategy and leadership roles:
- Marketing Strategist: He describes himself as a Marketing Strategist for community banks and credit unions.1
- Fractional CMO: Novalis also serves as a Fractional Chief Marketing Officer (CMO) for financial institutions.1
- CEO of 2Novas: Prior to his role at Insait IO, Dan was the CEO of 2Novas, a digital marketing agency focused on helping banks connect with their target audience.4
Expertise and Focus
Dan Novalis specializes in:
- Community Banking: He frequently posts about community banks and credit unions on his LinkedIn profile.23
- Data-Driven Marketing: Novalis emphasizes the importance of data-driven marketing and automation in the banking industry.5
- Financial Marketing: His posts often include hashtags like #bankmarketing and #financialmarketing, indicating his focus on these areas.6
Education
Dan Novalis received his education from New York University - Leonard N. Stern School of Business.1
Social Media Presence
Dan maintains an active presence on LinkedIn, where he regularly shares insights and updates about marketing in the banking sector. His LinkedIn username is dannovalis, as mentioned in the query.235
Highlights
If I may say so - out today is one of the most interesting Bank Marketing Shows we've done (and being the 64th episode, that's not a light statement).
Chris Bates and I interviewed Ben Udell of Lake Ridge Bank about how he uses ChatGPT in the bank, and trains other banks on GenAI best practices.
But, this isn't just another general GenAI talk - Ben goes through the specific prompts he uses, and several different use cases, covering marketing content creation, training on brand voice, understanding regulations, and more. You WILL come away from the episode with things you can use TODAY.
For the full experience, this is a great episode to watch on our YouTube channel (@bankmarketingshow)!
New 🎙 Bank Marketing Show 🎙 out now!
Chris Bates and I walk through our 5 Key Strategies for Competitive Advantage - how banks and credit unions can differentiate and create a niche for themselves even while selling the same stuff, to the same people, as everyone else.
And don't worry, you won't have to just stare at me for the whole episode, Chris is there too!
Listen now wherever you get your podcasts, or on YouTube.
