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How a Bank VP Gets Local Marketing Done with SOCi’s Agentic Workforce

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Customer Story · Finance

How a Bank VP Gets Local Marketing Done with SOCi’s Agentic Workforce

First Montana Bank uses an agentic workforce to streamline its local marketing, ensuring efficient, personalized community engagement at scale.

First Montana Bank

First Montana Bank10 locations · Finance

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Summary

What happens when a community bank treats SOCi like a member of the team? Efficiency at every location. For First Montana Bank, SOCi is more than a tool, it’s a marketing partner. Denise Moore describes the Genius Agentic Workforce as an employee down the hall: brand-trained agents that learn the voice and the bank’s personality, respond to reviews, and surface hyper-relevant social content for key local markets. And because the agents keep learning, the work keeps getting sharper. First Montana Bank turned review response and localized social execution from tasks having to be managed into work that actually gets done.

Meet the Customer
Denise Moore

Denise MooreVP of Marketing, First Montana Bank

First Montana Bank is a relationship-driven community bank with branches serving communities across Montana. Since 1913, the bank has built its reputation on personalized service, local decision-making, and a deep commitment to the communities it serves.

Leading the bank’s marketing strategy, Denise Moore, VP of Marketing, is focused on bringing that same local-first approach to the digital customer experience. Denise leads First Montana Bank’s partnership with SOCi, using localized marketing to strengthen the bank’s presence in each market, connect with customers at the community level, and help its branches stand out in an increasingly competitive financial services landscape.

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