Live from the Financial Brand Forum: Marketing that Moves the Balance Sheet with Dan Marks

Recorded live from the Financial Brand Fourm on April 14th, Caleb Stevens sits down with Dan Marks, President of OptimaFI, to talk about what bank marketers should actually be focused on today. They dig into using data to prove ROI, aligning marketing with lending and finance, avoiding "shiny object" syndrome, and where AI can genuinely help community banks grow. A practical, real‑world conversation for marketers who want to move the balance sheet—not just launch campaigns.   Click Here to Register for the 3rd Annual Elevate Banking Forum!

The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees.

SouthState Bank, N.A. - Member FDIC