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: Going the Distance With Your PR Program

Best practices for creating and executing a solid public relations plan.

FinovateFall 2018 Live Blog - Day 2

07:27 pm

Congratulations to the winners of Best of Show at FinovateFall 2018! Banzai, Bond.AI, Bumped, Golden, and Meniga #Finovate


FinovateFall 2018 Live Blog - Day 1

04:51 pm

Well, we’ve wrapped up the demos for day one. Please check back tomorrow morning around 8:45am for the group of great demos from Finovate Fall NYC 2018.

William Mills Agency is North America’s largest PR and Marketing agency in the financial industry with more than 70 clients.  If you would like to learn more contact Ms. Heather Sugg at or myself at  We are both at the conference here in New York. We look forward to hearing from you.



What Do You Stand For: A Glimpse Into Modern Day CSR

The term corporate social responsibility had an entirely different meaning just 10 or so years ago when I first learned about it in the context of public relations. I was taught then that it was mostly an internal strategy or ethic policy for an organization to follow, almost to self-regulate or create some type of desired sentiment or employee support around a specific initiative.

Press Release Do’s and Don’ts

Crafting the perfect press release (and making sure the right people see it) is easier said than done. It can be especially tricky when managing a financial services public relations program due to the specific nature of the content. William Mills Agency has no shortage of experience getting positive coverage for fintech clients, and in this post we’re sharing our biggest Do’s and Don’ts for a great press release.

PR Insight: Pitching Articles to the Media

Best practices for story development, communication and building relationships.

As featured in this month’s CUES PR Insights.

One of the most effective ways to draw attention to your credit union is to actively engage with the media in order to generate positive news stories.

5 (More) Ways FinTechs Can Benefit from Hosting a Podcast

The most exciting aspect of being immersed in the fintech world is that it is constantly changing and evolving. Hosting a fintech podcast is not only a great opportunity to share your thoughts on trends and events in the community, but it also has some significant potential benefits from a business standpoint. After all, the end goal of a well-rounded content marketing program isn’t just to share your thoughts—it’s to see results. 

The Power of Lead Nurturing: How To Build Stronger Relationships and Close More Customers

Lead generation is a key goal in every company’s marketing strategy, but focusing all of your attention on generating leads may actually cause you to miss out on opportunities. In fact, Invesp found that companies that only employ  lead generation lose 80% of leads, while companies that have a well-executed lead nurturing strategy in place tend to spend 33% less while generating 50% more sales.

5 Ways FinTechs Can Benefit from Hosting a Podcast: Part 1


While podcasts have been a part of the media landscape since as early as 2004, the financial services industry was slower to adopt them as a way to promote businesses and communicate with customers. The good news is that 44% of Americans report having listened to a podcast before, and 26% listen monthly. That’s a significant audience ready to hear what you have to say.

PR Strategies

for Larger Enterprises vs. One Product Companies

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