Blog

FinTech Marketing

We want to share with you the trends we see in the financial services industry, including important events and media input. As an agency, our goal is to help you. That is why we also post our financial PR and Marketing best practices and opinion articles as a resource for your company.

Latest Post:

  • A FinTech/Payments Secret Society – Association for Financial Technology (AFT)
    Posted on April 15, 2014
    By Scott Mills, President and Principal of William Mills Agency Well maybe it’s not exactly Yale’s Skull & Bones society, but AFT does represent a small and influential group of companies that control most of North America’s banking and payments technology…and it has a surprisingly low profile. Established in 1972 as an association for core data processors, AFT has evolved  Read More
  • 2014 Bankers as Buyers Highlights Presentation
    Posted on March 4, 2014
    The 11th annual report gives you a snapshot into the financial industry and explores trends for the coming year. This is a powerpoint presenting the highlights of the report. Bankers as Buyers is a collection of research, observations and articles regarding technology solutions and services that U.S. bankers will buy in 2014 & the changing financial industry landscape.
  • After Shocking Opening from CFPB’s Antonakes, Compliance Remains Top of Mind at MBA’s National Mortgage Servicing Conference & Expo 2014
    Posted on February 27, 2014
    At last week’s Mortgage Bankers Association’s (MBA) National Mortgage Servicing Conference & Expo 2014, more than 1,200 industry leaders gathered in Orlando, Fla. to discuss the road ahead for the servicing market. With servicing in a state of transition – largely due to a substantial increase in regulations and procedures – attendees were on the hunt for solutions and best practices to equip them for the future and adhere to
  • Contact Us – REALLY?
    Posted on February 11, 2014
    Allowing your company to be “media ready” is another vital aspect of creating an easily accessible environment for your client to connect with you. The media are your friends and you want to take their calls. The FinTech industry is a thriving space to simultaneously grow relationships with clients, and the media, using the same approach.
  • One Size Does Not Fit All: PR Programs for Larger Multi-Faceted Organizations
    Posted on January 14, 2014
    Public relations programs vary widely depending on the type of organization and industry. Large multi-product organizations have a different perception of PR from smaller start ups. Large corporations demand a process-driven approach to project management, execution and reporting.
  • One Size Does Not Fit All: PR Programs for Single-Solution Companies
    Posted on January 7, 2014
    Public Relations programs come in all shapes and sizes. Most programs are tailored to the organization, and industry. Typically, startup companies have unique needs for PR as opposed to larger, multi-product organizations.
  • An Inside Look at Mortgage Banking Magazine with Janet Hewitt, Editor-in-Chief
    Posted on December 10, 2013
    William Mills Agency values the relationships we have cultivated with the financial trade media. As a PR firm, we are equally customers and media-centric and believe publications like Mortgage Banking magazine are vital for the success of our clients and the industry. Janet Reilley Hewitt is editor-in-chief of Mortgage Banking magazine, one of the financial industry’s main sources for news, analysis and housing indices. Hewitt discusses the role of Mortgage
  • MBA’s 100th Annual Convention & Expo Reflects D.C.’s Role in Mortgage Industry
    Posted on November 8, 2013
    Last week the Mortgage Bankers Association (MBA) held its 100th Annual Conference in Washington, D.C. More than 4,000 attendees swarmed the Convention Center, split between lenders and vendors. Fitting the D.C. setting, the dominant topic of the conference revolved around compliance and regulatory oversight. Many of the sessions, and most of the conversations we heard had at least some compliance angle. The topics ranged from meeting CFPB regulations in 2014
  • 2013 FinTech 100 Rankings Released
    Posted on November 6, 2013
    IDC Financial Insights, a leading provider of independent research and advisory services company, American Banker and Bank Technology News, SourceMedia’s leading publications for banking and financial services professionals, today released the tenth annual FinTech 100 rankings of the top global technology providers to the financial services industry. The 2013 honorees were formally recognized this morning at an awards ceremony and breakfast briefing held at BAI’s  Read More
  • Finovate 2013: Our take on the Best of Show winners
    Posted on September 16, 2013
    William Mills and I blogged about the companies we saw at the 2013 Finovate show that wrapped this week in New York. While you may want to peruse our thoughts on the two-day conference that featured 69 companies, here are our comments on the winners of the Best of Show award.
  • Day 2: Live Blog, FinovateFall 2013 by William Mills III & Steven Ramirez
    Posted on September 11, 2013
    Steven J. Ramirez is CEO of Beyond the Arc, Inc., a management consulting firm that combines strategy consulting with advanced analytics to help financial services clients identify opportunities to differentiate themselves in the marketplace. The company’s social media data mining helps clients improve their customer experience across products, channels, and touch points. For more information about Beyond the Arc and  Read More
  • Day 1: Live Blog, FinovateFall 2013 by William Mills III & Steven Ramirez
    Posted on September 10, 2013
    Steven J. Ramirez is CEO of Beyond the Arc, Inc., a management consulting firm that combines strategy consulting with advanced analytics to help financial services clients identify opportunities to differentiate themselves in the marketplace. The company’s social media data mining helps clients improve their customer experience across products, channels, and touch points. For more information about Beyond the Arc and  Read More
  • Financial Media Relations 101
    Posted on August 20, 2013
    Building relationships with the media is vital to the success of any communications campaign, yet many public relations professionals focus too much on how the pitch is written rather than on having outstanding working relationships. For example, reporters ignore pitches that do not fit their publication, and even perfectly written pitches can fall through the cracks if the public relations professional is not persistent enough to reach busy reporters. The
  • Andrew McCaskill’s Interview on Atlanta Business Radio
    Posted on August 15, 2013
    Andrew McCaskill visits Atlanta Business Radio to discuss Crisis Communications
  • Ten Steps to Crisis Communication Planning in the Financial Industry
    Posted on August 6, 2013
    Many organizations put crisis communication planning on the backburner thinking that they can simply address issues as they occur. Unfortunately, bank and mortgage crises arise without warning and can often have long-lasting effects on your company’s reputation. There are ten steps to help your financial organization properly plan for a crisis. Crisis communication planning can save your company the headache resulting from dealing with a crisis as it unfolds.
  • Trademarks & Servicemarks: Build an Effective Financial Brand
    Posted on August 1, 2013
    In our previous blog post Trademarks: It’s time to protect your financial brand, we discussed what a trademark is and the need for brand protection. A “servicemark” is the same as a trademark except that it identifies and distinguishes the source of a service rather than a product. The terms “trademark” and “mark” are commonly used to refer to both trademarks and “servicemarks.”
  • Trademarks: It’s Time to Protect your Financial Brand
    Posted on July 25, 2013
    Trademarks are a critical tool for financial marketing and brand development. However, many FinTech and mortgage service providers don’t do enough today to protect their brand. There are many instances where a lack of proper trademark usage can harm your business. As a company, you need to understand what you can and cannot protect and right now, financial service providers often do not do enough to protect their brands.
  • Don’t Let Your Financial PR Plan Get the Summertime Blues
    Posted on July 22, 2013
    To ensure that your banking or mortgage organization’s public relations and marketing plan does not lose the momentum you’ve worked hard to create, this time should also be used to reconnect with customers by integrating them into your financial PR and marketing plan in the following ways:
  • You’re fat and your company’s PR didn’t work. Here’s why:
    Posted on July 18, 2013
    “I tried to lose weight, but it didn’t work.” “We tried PR, but it didn’t work.” The explanations and excuses for failures are the same for both. And the fundamental solutions are the same for both as well.
  • New Product Launch Strategies in Financial Markets
    Posted on July 16, 2013
    Launching new products in the financial industry is something very different from introducing consumer packaged goods. To put it simply, marketing to banks isn’t like selling soda. Introducing technology solutions in highly-regulated industries, such as banking, come with unique challenges. However, using the proper communication strategies will make your marketing to the financial industry less daunting.