Blog

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.

WMA Clients Well-Represented in 16th Annual IDC Fintech Top 100 Award

William Mills Agency is proud to congratulate several clients that were recognized by the 16th Annual IDC Fintech Top 100 award. The annual award recognizes companies that derive more than 1/3 of their revenue from financial institutions and are propelling the industry forward. Data is gathered from surveys completed by vendors, as well as original research and market analysis conducted by IDC Financial Insights.

“IDC is honored to recognize the technology providers that appear on the 16th annual FinTech Rankings,” said Marc DeCastro, Research Director at IDC Financial Insights. “These are the companies that have shown commitment to the financial services institutions and their appearance on the list is a testament to that dedication.”

MBA Annual 2019 Recap – Low Interest Rates Bring High Spirits and Cautious Optimism

Last week, Charlyne McWilliams represented WMA at MBA Annual in Austin, Texas, where there was an air of excitement thanks to low interest rates and a positive outlook for 2020. With about 4,000 attendees and many more people bustling around the hotels close to the Austin Convention Center for meetings, the annual convention served as an important opportunity for mortgage professionals to check the pulse of the year ahead.

Money 20/20 2019 - Mickey Goldwasser of Payrailz Talks Financial Wellness, AI and FedNow

William Mills Agency had the pleasure of attending Money 20/20 in Las Vegas last week. Heather Sugg, William Mills and Amber Bush heard from the industry's best and brightest about the latest trends and changes in payments. The theme this year was "Journey to the Future of Money," which was reflected in the forward-thinking speakers and sessions. Experts from companies like eBay, Uber, Amazon and Mastercard shared their predictions and advice.

Money 20/20 2019 - Richard Whiddon of SRM on Driving Out Friction in Digital Payments

William Mills Agency had the pleasure of attending Money 20/20 in Las Vegas this week. Heather Sugg, William Mills and Amber Bush heard from the industry's best and brightest about the latest trends and changes in payments. The theme this year was "Journey to the Future of Money," which was reflected in the forward-thinking speakers and sessions. Experts from companies like eBay, Uber, Amazon and Mastercard shared their predictions and advice.

Money 20/20 2019 - Derik Sutton of Autobooks On Progress In Small Business Banking

William Mills Agency had the pleasure of attending Money 20/20 in Las Vegas this week. Heather Sugg, William Mills and Amber Bush heard from the industry's best and brightest about the latest trends and changes in payments. The theme this year was "Journey to the Future of Money," which was reflected in the forward-thinking speakers and sessions. Experts from companies like eBay, Uber, Amazon and Mastercard shared their predictions and advice.

Forbes Communications Council - Five Surefire Ways To Mismanage A PR Crisis

In the wake of one of the biggest data breaches to date, other companies are faced with the reality that data breaches continue to pose a threat and have increased over time in both size and intensity. But it's not just security breaches that companies need to worry about — sexual harassment scandals and political snafus are easily proliferated through social media. At any given moment, a crisis can occur, usually without warning. If not handled well, it could be a major blow to the company’s reputation. Here are five common mistakes when managing a PR crisis:

The 2019 CUSO Resource Guide for Fintechs



While many in the credit union industry already work with – or are at least familiar with – CUSOs, others are unfamiliar with the CUSO landscape and why it is important to their business.

Former NCUA Chairman Dennis Dollar told CUtoday, “Some of the most progressive credit unions in the country are sharing risk, expanding services and dramatically increasing their non-interest income through strategic CUSO investments.” Many CUSOs offer multiple services to credit unions and their members. Many CUSOs offer services in areas such as lending, member services, and payment and electronic transaction processing, and CUSOs offering innovative fintech solutions are on the rise. For example, agency client CULedger focuses on delivering innovative applications to credit unions through its cross-border global distributed ledger platform. Another client, Payrailz, recently announced the launch of its new CUSO, CU Payz, which allows credit unions to partner with Payrailz to develop new, innovative payments technologies, services and experiences.

5 B2B Blogging Mistakes that Cost You Readers and Customers

In today’s digital landscape, consumers want to be educated first before making a purchasing decision, and one of the best ways to share your company’s expertise and build credibility with your prospects is to have a strong blogging strategy.  According to a recent Inbound Marketing Report, 81% of B2B companies use blogging as a content marketing tactic. However, there are a few important best practices companies overlook when developing content for their websites.

1. Not Choosing Relevant Topics

There’s so much going on in the financial services industry today. From data breaches, to new technologies and changing regulations, there are many topics to choose from to engage your readers. But before choosing a direction and title for a blog post, it’s important to understand your audience and define your buyer personas.

PR Insight: Community Engagement Is Just The Beginning

Many credit unions focus a significant part of their business model on community engagement. Being involved in local and community events gives credit unions the opportunity to further their brand recognition while actively engaging with existing and potential members—this can help establish, deepen and retain current member relationships while building new ones. However, as you continue to engage your community, it’s important to tackle each such engagement with a clear, integrated public relations and marketing strategy. 

Your members are an integral part of your brand. Since they are already interacting with your CU to some degree, it’s important to develop a strategy focused on making the most of your investment before, during and after the event. 

Finovate Fall 2019 Recap – Fintech Trends, “Best of Show” and the Inaugural Finovate Awards

Another Finovate Fall has come and gone, and the event seems to get bigger and more influential with each iteration. As always, it was an exciting opportunity to see new companies and solutions that may soon change the industry, with 60% of the companies demoing for the first time and 55% representing seed or early-stage startups. Over half of the demos were new company or product debuts featuring business intelligence, chatbots, digital banking, employee benefits, financial planning, insurance, lending, payments, risk management, security, wealth management, and more. Here are a few key trends and event highlights stood out to us.

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