AI Agents are quickly becoming the biggest competitive edge for community banks to win and serve small business customers.

Chris and Dan sat down with the co-founders of Daylit, Jared Shulman (CEO) and Jerry Shu (CTO), to break down what AI agents actually are, how they work, and why banks should be thinking about building an AI Agent portfolio to stand out in the highly competitive SMB market.

Daylit (formerly Lendica) is the leading AI Agent for accounts receivable for SMBs, and they share deep insight into how businesses think, how they adopt new tools, and what they will expect from their financial partners in the next few years.

If you've been hearing the buzz about AI agents, and thinking about how they fit into your bank's AI strategy, this is a must-listen.

In this episode:

• What AI Agents really are, and what makes them different from just an LLM
• How AI Agents give SMBs enterprise-level financial intelligence, without the enterprise-level budget
• How community banks can use AI-enabled services to attract, retain, and grow SMB customers
• Why embedded fintechs and non-banks are quietly becoming competitors – and how to differentiate
• Practical ways banks can partner with AI technology vendors, without taking on additional regulatory or credit risk

Links & Resources

• Launch Event! Daylit is releasing the newest version of their AI AR Agent on December 2, 2025 at 6pm ET. Register here: https://luma.com/me4l88i0

· Daylit: daylit.com

· Follow Daylit on LinkedIn: https://www.linkedin.com/company/thedaylit/

· Follow Daylit on X: https://x.com/daylit_ai

· Follow Daylit on YouTube: https://www.youtube.com/@lendica

· Book: Zero to One

· Follow Jared on LinkedIn: https://www.linkedin.com/in/shulman-jared/

· Follow Jerry on LinkedIn: https://www.linkedin.com/in/jerry-shu-8502591b/

Connect with Chris & Dan

· Website: bankmarketingshow.com

· Email: [email protected]

· Companion Newsletter: bankmarketingminute.com or https://www.linkedin.com/newsletters/bank-marketing-minute-7240439067794948098