Bank Marketing Show

Ep 97 - Charles LeFevre - AI, Compliance, and the Marketer's Dilemma


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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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📩 Contact Chris and Dan: [email protected]

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Bank Marketing ShowBy Chris Bates & Dan Novalis

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