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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.

PR Insight: Working With Generation Z

Video, personalization and privacy are key factors for winning over this group of potential members.

If your credit union isn’t already thinking about how to engage with the new generation of consumers, Generation Z, it should be. According to research from Bloomberg, Gen Z is set to surpass millennials in 2019 as the most populous generation, making up about 32 percent of the global population. They are also making a big impact on purchasing decisions. According to Nielsen, millennial buying power is an estimated $65 billion; the working members of Gen Z have already eclipsed that with an estimated $100 billion in purchasing power, according to a 2018 Barkley study.

How to Maximize Your Financial Public Relations Investment

So you’ve recognized the need for meaningful earned media coverage for your company and have hired a PR agency – that’s great! But now what?

While hiring an agency is smart step in maximizing your public relations results, maintaining involvement in PR activities is crucial to maximize the return on your investment. Even if your agency is well established in the financial services industry, a truism in our industry is that there must be a real partnership between agency and client to succeed, especially in financial public relations.

Letter from the Publisher: 2019 Bankers as Buyers Report

Dear Readers,

What a fascinating year we had and how might it impact where we spend money on financial technology in 2019. Here are shifts and issues we’ve noticed and included in this year’s report:

  1. User experience discussions for employee-facing technology – How can bankers have more visually appealing and easier to use technology to help them be more productive and even, God forbid, make it more pleasant to do their job?
  2. Talent development and rise in outsourcing services – last year we touched on “talent wars” and competing with FANG: Facebook, Amazon, Netflix and Google. This year, we are seeing an emphasis on keeping and developing talent and an increase in supplementing internal resources with consulting organizations for tech planning and implementation. Additionally, more organizations are offering to assume the risk responsibility of services such as Chief Security Officer, which are particularly hard for community financial institutions (CFIs) to attract and retain.

Watch the Latest Interviews with Fintech Industry Experts at FinovateEurope for FinovateTV

CEO William Mills is on the scene at FinovateEurope interviewing experts in all areas of fintech, from open banking to the evolving payments landscape for FinovateTV. We will be adding the interview videos as they become available, so be sure to check back! 

Five Financial Services Marketing Campaigns We Love

The world of fintech is not just about the technology. It’s also about being creative, original and innovative in other important areas such as marketing. Take WMA client, Safe Systems, for example. Their marketing efforts resulted in an 87 percent increase in revenue, and more than 50 percent increase in monthly visits to their website.

Today is Valentine’s Day, and everyone’s heads are filled with thoughts of chocolate, flowers and teddy bears. In honor of this season, here are the top creative fintech marketing campaigns you might “fall in love” with:

PR Insight: Media Training Tips

How to prepare for your credit union’s next big interview

When the leadership of a credit union does interviews with the media, they have the potential to make a great impact. Media interviews enable CU spokespeople to educate members and potential members, spread awareness of what the organization is doing and position the credit union as a leader within the community. But these objectives can only be accomplished if CU spokespeople have gone through media training—to help them focus on what they need to communicate to a reporter and do so clearly. Preparation before an interview can mean the difference between being left out of an article and having the article or segment focus on you and your organization.

5 Reasons Your Company Should Be Attending More Financial Industry Trade Shows in 2019

For many of you, it may seem like your yearly calendar is already full, but it’s important to make space for personal and professional growth this year. Attending financial industry trade shows is not only a great way to make new connections and expand your expertise, but it can also be an important strategic step for your company. Here are five reasons we believe you should attend more financial industry trade shows in 2019, and be sure to download WMA’s 2019 Trade Show Directory when you’re ready to start planning.

What Fintechs Can Learn from #FijiGirl

 It’s that time of year again! No, I’m not talking about New Year’s Resolutions or executing on business goals and strategies for 2019…I’m talking about award show season. Many see award show season as a time to recognize today’s top actors, actresses, writers and directors for their achievements in film and TV, however this year’s first major award show has already provided us with a key lesson in public relations that even fintech companies can take note of.

The Best PR Recoveries of 2018: Crisis Management Strategies Fintechs Can Learn From

The New Year is upon us and as public relations professionals, it’s important we not only examine future trends, but also take a look at lessons from the past. In 2018 we saw a rich crop of PR crises pop up across a variety of industries, providing numerous examples to learn from.

In today’s environment, it’s really no longer a matter of if – but when – your organization will fall under fire. Crisis management is an especially valid concern for companies in the financial services industry that are trusted with extremely sensitive data. We’ve compiled a list of the top PR recoveries in 2018, each of which contains a valuable takeaway that can be applied to any business:

PR Insight: Why Your Credit Union Should Run Regular Crisis Drills In 2019


Emerging threats and a changing media landscape mean preparing for emergency response is more important than ever.

At any given moment, a crisis can occur, often without warning and leaving long-lasting effects that can impact an organization’s reputation. From handling data breaches and growing cybercrime to scandals proliferated through social media, crisis communication planning is critical for your credit union and an integral part of the overall public relations function. 

PR Strategies

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