From Marketing to Modernization…
Founded in 2017, 2Novas began as a marketing agency focused on helping community banks tell better stories and build stronger customer relationships. Over the years, we’ve worked with dozens of banks and credit unions across the US, delivering marketing strategies, content campaigns, and digital growth plans that reflect the local spirit and values of each institution.
But we also saw something deeper: bank leaders aren’t just struggling with marketing. In fact, we see marketing as the “tip of the spear” - it’s what gets blamed for sluggish growth and retention. But it’s the universal forces in the market - rapid technology and data growth, AI advancements, and changing consumer expectations - that are really preventing community banks from growing. Most community banks are buried in manual work, overwhelmed by disconnected systems, and missing real opportunities to modernize.
Today, 2Novas is a digital transformation partner for community and regional banks and credit unions. We help teams work smarter - automating processes, integrating smarter tools, and adopting AI where it makes the biggest difference. Our work helps banks stay relevant, efficient, and trusted in their communities - without needing a big tech team or massive budget.
The 2Novas difference
As a community institution, your differentiator is your local knowledge. 2Novas believes any institution can outcompete it’s (much larger or well-funded) competitors by leveraging hyper-local connections and stories.
But, it also takes a willingness to adopt new technologies. You may not have automated a customer onboarding email flow in the past, or a part of your due diligence process - but today it’s easier than ever, and can be done without disrupting your core or online banking technology (read: seamlessly and without a heavy lift from the bank).
Our unique process, derived from decades of consulting with banks and credit unions from the $60M local bank to the Fortune 100, can help your bank outshine larger competitors, and grow.
“We specialize in banks and credit unions, helping reduce costs and free up staff time to build stronger customer relationships.”
OUR VALUES
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DEDICATION
We want you to see us as a partner, not a vendor. You’ll have a dedicated team that won’t stop until you're 100% happy. We’re always ready for your call.
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TRANSPARENCY
No unanswered questions, no confusing reports, no unrealistic promises of ROI on day one. We're always honest about our results, progress, and the reasoning behind our actions.
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EDUCATION
Everyone is at a different stage in their journey. That’s why we help you understand best practices and the ‘why’ behind our work.
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RESPECT
We all have different experiences - and we respect your opinions, even if they’re different from ours. It’s how we bring these opinions together to strengthen the team that will make us successful.
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BRAVERY
Our team is never afraid to try something new. We challenge you and ourselves to think outside the box to achieve a better outcome.
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PATIENCE
Outcompeting bigger players is a long road. We take a calculated, consistent approach that gradually improves ROI, rather than pushing short-term promotions for quick gains that aren’t sustainable.
We’re A Technology Partner for community banks
We focus on digital transformation, AI adoption, and the automation of manual workflows in marketing and operations.
Dan Novalis
Founder and CEO
EXPERIENCE
Dan is a marketing strategist, consultant, and digital advertising expert. He has worked as a marketing and technology strategist at global ad agencies and tech startups with many clients. He is the co-host of The Bank Marketing Show.
With a background in software development, 20+ years in systems integration and technology strategy, and nearly 10 years in community bank marketing, Dan brings a rare combination of technical depth and marketing insight. Citibank, Morgan Stanley, Bankrate, 20th Century Fox, Target, Liberty Mutual, Disney, AARP, Comcast, AT&T, Pandora, Conde Nast, and The Weather Channel are just some of his previous clients.
QUALIFICATIONS
BS in Computer Science from Washington University in St. Louis. MBA in Strategy and Marketing from NYU Stern.
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