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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.

How Fintechs Can Navigate the New Frontier of AI-Driven Search

AI-driven search has significantly altered the way people seek information – and the way brands show up in digital channels. As a result, fintechs are being challenged to navigate this new normal and enhance how their organizations are represented in AI-generated results across platforms such as ChatGPT, Perplexity, Google’s AI overviews and more. In this new landscape, Generative Engine Optimization (GEO) has become a critical imperative.

How to Maximize Finovate

What is Finovate? Why and how is it different from other events? How do we maximize event participation? What do I need to know to have a great Finovate demo?

In An Active Fintech M&A Environment, Why Having The Right Go-To-Media Strategy Matters

As we move toward the end of the year, there is some reason for optimism in the fintech space as global fintech funding reached $11 billion in Q2 2025. This represents a 22 percent increase over Q1 2025 as well as a 22 percent YOY increase. This is notable as it signals the strongest quarterly performance and first time the industry has seen funding cross the $10 billion mark in almost three years.

Watch Now: Finovate Video Interview

As FinovateFall 2025 approaches, we look back at a standout moment from FinovateSpring earlier this year, where William Mills sat down with AI keynote speaker and author Sharon Gai. In their conversation, Sharon discussed how artificial intelligence has been reshaping the fintech landscape, offering clear insights into the differences between narrow and general AI. She reflected on the evolution of organizational structures in response to AI advancements and highlighted the importance of cultural relativism in global business expansion. Drawing from her international experience, she emphasized that adaptability and learning agility had become crucial skills as payment systems evolved and AI continued to transform cross-border operations. 

Looking ahead, William Mills will return to FinovateFall 2025 as a judge, bringing his deep expertise to evaluate the next wave of fintech innovations. Tune in for more insightful interviews and expert commentary throughout the event.

Watch the full interview below.

The Real ROI of Consistency

The biggest lesson I’ve learned in more than three years of training in the gym is this: progress comes from sustained, consistent effort. Muscle builds a few sets at a time. Day after day after day. Results show up slowly, but they do come.  

Fintech PR Through a Banker’s Lens: 3 Crucial Parallels Every Fintech Should Know

Before working in fintech communications, I was a relationship banker at one of the largest banks in the U.S. I spent my days perfecting how to talk with clients about their financial goals, answer tough questions, and earn their trust. 

Agentic AI: What is it and How is it Transforming Financial Services?

As this fall’s conference agendas are rolling out, one thing is clear: everyone wants to talk about agentic AI. This newest form of artificial intelligence is just the next step in the recent AI transformation we find ourselves in – not just in financial services, but across every industry.

Don’t Let Your PR Go on Summer Vacation: How to Keep the Media’s Attention Throughout the Season

Summer might be slow, but your PR shouldn’t be. While competitors are sitting on the beach and ghosting their inboxes, your brand has a golden opportunity to stand out.

Why Earned Media and Domain Authority are Critical for Fintechs in an Emerging AI-Driven Search Environment

For years, organizations have chased page one organic search results and some have invested heavily in SEO strategies to achieve this. And while organic search remains important in helping those prospects who aren’t already aware of your company (or your solutions) find you online, traditional online search is now being supplanted by a new model: AI search.

Gated vs. Ungated Content: Striking the Right Balance in Your Fintech Marketing Strategy

Every fintech marketing team faces a critical decision: should your content be freely accessible, or should it be used to capture valuable lead information? Whether you're launching a new product, building brand recognition, or nurturing leads, deciding between gated and ungated content is a strategic one that impacts how you reach and convert your audience.

PR Strategies

for Larger Enterprises vs. One Product Companies

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