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 two sides can work together to move faster, stay compliant, and even have a little fun doing it.

You’ll hear how AI is reshaping the marketer–compliance relationship, and where there are opportunities for smarter collaboration, fewer bottlenecks, and better outcomes for everyone.

In this episode:

• Why “best practices” can actually kill creativity
• How to build realistic AI usage policies that empower your team
• The right balance between guardrails and innovation when using AI
• How smaller banks can use AI to leap ahead of big institutions
• Charles’s three-lines-of-defense model for marketing + compliance collaboration

Links & Resources:

Charles’s LinkedIn: https://www.linkedin.com/in/talktochuck/

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If your 2026 plan looks like 2025's...you may not be adapting to all the technology- and user behavior-driven changes that have happened this year.

In this episode, Chris and Dan chat about all these changes, and lay out a simple checklist to use as your 2026 strategy comes together - including adjusting budgets, getting found with GEO and SEO, and speaking directly to customer problems.

Key topics:

- Why you should audit your digital visibility as the first input to your strategic plan

- How allocating budget should be different than last year

- Building initiatives around specific customer problems/niches

Links and resources:

- Website: bankmarketingshow.com

- Newsletter: bankmarketingminute.com

- Contact Chris and Dan: contact@bankmarketingshow.com