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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.

Insights from the 2024 Bankers as Buyers Report: Preparing your Financial Institution for the Future

Staying Ahead of the Curve: Six PR Trends We’re Keeping an Eye On

2024 Bankers as Buyers Highlights Exploding Fintech Scenario, Invisible Technology, Actual Intelligence

Credit Unions, Fintechs Pushing the Industry Forward – What We Heard At GAC 2024

Fintech Meetup Stays True to Its Mission: Making Connections

When Data Speaks, Do You Listen? The Power of Data-Driven Storytelling in PR and Marketing

Press Release Do’s and Don’ts for Fintech (part two)

Mastering the Art of Lead Generation for Fintechs: Advanced Tactics and Tools

Inside Marketing: How Credit Unions Can Win Young Hearts and Wallets

Mastering the Art of Lead Generation for Fintechs: Strategies for Unleashing Potential and Driving Growth

The Rise of Gen Z and Its Impact on Business and Buying Power

Inside Marketing: New Year, New Growth Strategy

Everything You Need to Know About Google and Yahoo’s Email Requirements in 2024

New Year's Predictions: Marketing, PR and Fintech in 2024

Podcast: Jon Lear Discusses Fintech Meetup and the Future of Fintech Events

Unwrapping PR Success: Lessons from Holiday Traditions

Navigating the Future of Fintech: Your 2024 Trade Show Directory

Are Your 2024 PR Plans as Shiny as A Red Ryder BB Gun?

Connecting the Fintech Ecosystem: Thoughts from Jack Henry Connect

Inside Marketing: Celebrating the 75th ICU Day

Watch Now: FinovateFall 2023 Video Interview Series

What PR Pros Can Learn from Halloween

FinovateFall 2023: A Glimpse into the Future of Fintech

INBOUND 2023: The Age of Intelligence

Come on, Barbie, Let’s Go Save The Economy!

Back to School Means Back to Fall Conference Season

It’s Drafting Season and PR is Your Next Move

Why Strategic Public Relations is Essential for Early-Stage Fintechs

Watch Now: FinovateSpring 2023 Video Interview Series

What School Doesn't Teach You About Public Relations

Inside Marketing: Ride the Digital Wave for a Seamless Member Experience This Summer

FinovateSpring: 2023 is the Year of AI for Fintech

Unpacking the Lessons and Insights from BankTech Ventures Limited Partner Summit 2023

3 Key Ingredients to a Winning Fintech PR Strategy

The Changing Forces of Fintech - Observations from Fintech Nexus

Amplifying Public Relations with Data

Bankers as Buyers Highlights Data Management, Segmentation, Cybersecurity and CX

Growing Your Brand Through Every Era

Bankers as Buyers: APIs, Small Biz Banking and Real-time Payments

PR and Media Relations in the Age of ChatGPT

Fintech Meetup: The fintech industry's newest and coolest event

ICBA Live Showcases the Community Banking Difference

CUNA GAC 2023, The Largest Advocacy Event for Credit Unions

Quality vs. Quantity: How to Engage Journalists

Finding Your Perfect Match: How to Build a Strong Foundation with Your PR & Marketing Partners

Becoming the Main Character with a Strong PR Strategy

New Year's Predictions: Marketing, PR and Fintech in 2023

Back By Popular Demand: 2023 Trade Show Directory

Our take on VentureTech 2022, the credit union show focused on innovation and acceleration

Inside Marketing: 3 Things Credit Unions Can Learn From Lionel Messi

Take Your Time: How Patience Can Lead to Better Results

How Should Companies Communicate in a Difficult Market?

Doing Well By Doing Good

When to hop on a trend (and when to stay in your lane)

Watch Now: FinovateFall 2022 Client Interviews

Inside Marketing: How Credit Unions Can Recession-Proof Digital Marketing Strategy

INBOUND 2022: The Future of Marketing & Beyond

How to Optimize Trade Show Success with Proper Preparation

Chrissy, Wake Up: How to Keep Your PR Strategy from Falling Under A Curse

The Power of Messaging is Vital During Economic Downturns

Inside Marketing: Tips And Best Practices For Applying To Industry Awards

You Cannot Do It All – Set Your Priorities

Winning Your Stanley Cup: The Strategic Approach to Awards and Recognition

Knowing Your Audience: Crafting Your Words to Support Your Brand

Watch Now: FinovateSpring 2022 Video Interview Series

Inside Marketing: Why Credit Unions Should Set Up Camp In The Metaverse

FinovateSpring 2022: Interview with Kathy Strasser, IncredibleBank

Back and Better Than Ever: 2022 Financial Trade Show and Conference Directory

Read the Room: Why Emotional Intelligence Should Be a Top Priority in Your PR Strategy

Working with Influencers to Enhance Your Fintech PR Program

FinovateEurope: Tech to Succeed Today. Vision to Thrive Tomorrow.

Company Culture and Brand Reputation: Lessons from Better.com

CUNA GAC Recap

Inside Marketing: Navigating The Changing Credit Union Landscape In 2022

Remembering Bill Mills

The Wait is Over - Bankers as Buyers is Back: Part 2

The Wait is Over - Bankers as Buyers is Back: Part 1

Inside Marketing: Activating Engaging Experiences

Accelerated: The Evolution of One Bank’s Product into a Spin-Off Fintech

A Look Ahead: WMA’s 2022 Marketing and PR Predictions

Is TikTok Right for Your Fintech’s Communications Strategy?

Podcasts: A Relevant and Effective Alternative to Print Media

Finovate Interview Series: Part 2

VentureTech 21 – What CUs, Fintechs and investors need to know about the industry’s growing show

Inside Marketing: Maximizing ROI With Digital Branding

Finovate Interview Series: Part 1

Accelerated: Agora and Seattle Bank

SEO in 2022: How to Optimize Your Fintech’s Keyword Strategy

Bringing New Ideas to the Table: How to Efficiently Brainstorm

Building Brand Awareness: How to Transform Your Local Presence Into a National Brand

Does My Business Suit Still Fit? A Return to In-Person Industry Events and What It Means for Your Public Relations Strategy

The Power of Your People

The Best of Modern Marketing: Lessons Learned from INBOUND 2021

The Art of Overcommunicating

Finovate Fall Recap: Happiest Crowd in Years

Inside Marketing: 4 Social Media Channels To Better Engage With Gen Zers And Millennials

Become One of the Three Percent

Inside Marketing: Are Neobanks Stealing Credit Unions’ Thunder?

The Most Talked About Generation and How They Add Value in PR

Accelerated: Teslar and Bank of Zachary

Accelerated: Behind the Scenes of Bank and Fintech Partnerships

WMA & The Venture Center's New Podcast: Accelerated

MBA Annual: Though Virtual, Still the Most Inspiring Conference in my Two Decades in the Industry

Eight Ways to Get the Most Out of Your PR Program

How Sales and Marketing Can Work Together to Create B2B Content for Fintechs

Inside Marketing: Embracing Digital Tools To Revitalize Member Engagement

Getting the Most from Your Virtual Networking Events

Inside Marketing: Inspiring Hope in 2020 and Beyond

ICYMI: HubSpot INBOUND 2020

Finovate Fall Video Recap with Beyond the Arc

Infographic: Leading Credit Unions in Mobile Banking

Catching Up on All Things Finovate Fall Digital with CEO William Mills

Finovate Fall Video Interview with Finzly

Finovate Fall Video Interview with Glia

Infographic: Mobile Banking Market Leaders (Banks)

Building Fintech Brand Authority Through Earned and Owned Media

5 Ways to Repurpose Marketing Content to Make Sales

Why White Papers Are the Most Critical Component of a Lead Generation Program

Inside Marketing: Moving Forward Means Better Training

Using Internal Communications To Keep Staff Engaged in the “New Normal”

Letter from the President: Closing out Q2

5 Reasons Your Fintech Website Needs SEO ASAP

Casey Scheer of BHMI on Permanent Changes in Consumer Payments Preferences After COVID-19

Inside Marketing: Do You PESO?

Amplify Content to Increase Brand Awareness and Lead Generation for Your Fintech Business

Creating Community Through Virtual Events: A Conversation with Clayton Collins, CEO and President of HousingWire

[Atlanta Business Radio] Leveraging Content Marketing to Support Sales Goals During COVID-19

Planning and Executing a Successful Virtual Event or Webinar

The Accelerated Shift to Digital in Light Of COVID-19 and What it Means for Fintechs

Video Interview: Insights into Fintechs’ Adjustments in Strategy and Operations Due to COVID-19 Business Conditions with Terry Ammons of Wipfli

3 Crucial Elements of a Successful Content Marketing Program (and how to get started for free!)

5 Digital Ways to Connect with Prospects While Social Distancing

Maintaining Your Fintech’s Brand Image Amidst Coronavirus

Inside Marketing: Keeping Current

Shifting from Trade Show Participation to Digital-First Engagement Strategies (in the Wake of Coronavirus)

Podcasting on Fintech: 5 Best Practices

5 SEO Strategies to Consider When Sharing Company News About Your Fintech

[Video] Scott Mills Reviews Financial Services Industry Trends in the 2020 Bankers as Buyers Report

Avoid these Four Mistakes when Building your Crisis Communications Plan

Nine William Mills Agency Clients Represented in the 2020 Best Places to Work in Financial Technology List

Letter from the Editor: Bankers as Buyers 2020

Three Ways to Leverage PR and Marketing to Attract Top Talent to Your Fintech

Take Your Fintech Event Attendance to the Next Level in 2020

Inside Marketing: Top 3 Trends For 2020

5 Ways to Leverage Social Media as Part of Your 2020 Fintech Conference Strategy

Our Favorite Financial Technology Podcasts: Mortgage, Banking and More

Money 20/20: Tangerine and Meniga’s Consumer-Focused Partnership,  AEVI's Ultimate Merchant Experience, and SmartStream’s New AI Reconciliation Engine

PR Insight: 3 Budget-Friendly Tools Credit Unions Can Use In 2020

PR Insight: Trust Me

Sawyers & Jacobs Bank Tech Summit 2019: How Accelerators and Incubators May Hurt or Help Your Bank

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

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

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

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

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

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

The 2019 CUSO Resource Guide for Fintechs

5 B2B Blogging Mistakes that Cost You Readers and Customers

PR Insight: Community Engagement Is Just The Beginning

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

Five Ways To Make Financial Services Marketing Emails More Effective

#Inbound2019: New Content Marketing Tools To Help Fintechs “Grow Better”

PR Insight: Using Social Media To Connect With Members & Reach New Ones

Building Brand Awareness for a B2B Fintech using PR and Marketing

Maximizing Industry Awards To Enhance Your FinTech Public Relations Program

What Can Fintechs Learn from the Biggest Public Relations Scandals Of 2018?

PR Insight: If You Fail To Plan, You Plan To Fail

Why Social Media Should Be A Part Of Your Fintech Trade Show Strategy

Measuring the Effectiveness of Your FinTech Marketing Efforts

Meet Us in Your DMs: The Do's and Don'ts of Responding to Your Finserv’s Social Media Comments

Watch Interviews with Fintech Industry Experts at FinovateSpring 2019 for FinovateTV

ABCs of Fintech SEO:  The Intersection of PR and SEO

PR Insight: Leveraging Awards To Grow Your Business

Fintech Media Training 101: Three Tips to Nail Your Next Interview

PR Insight: 3 Lessons CUs Can Learn From Apple’s Credit Card Launch

“Transaction Alley” In The Spotlight at 2019 Technology Association of Georgia’s (TAG) FinTech South

Turning Posts into Profit: Creating a Social Media Strategy That Supports B2B Fintech Objectives

Encouraging Employee Buy-In To Support Social Media Promotion of Your Fintech Brand

Gated Content vs. Ungated Content: Which is Best for Fintech Marketing Campaigns?

PR Insight: How to Develop and Share Your Credit Union’s Best Stories with the Community

Benefits of a Fintech Specific PR Agency

Measuring Effectiveness of Your Fintech PR Programs

Scott Mills Reviews  Financial Services Industry Trends in the 2019 Bankers as Buyers Report

PR Insight: Working With Generation Z

How to Maximize Your Financial Public Relations Investment

Letter from the Publisher: 2019 Bankers as Buyers Report

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

Five Financial Services Marketing Campaigns We Love

PR Insight: Media Training Tips

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

What Fintechs Can Learn from #FijiGirl

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

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

How Content Marketing Helped Safe Systems Gain $6 Million in Revenue

10  Fun Facts About Georgia's Thriving Fintech Industry

Images that Speak: Using Visuals to Connect with Audiences

PR Insight: Making The Most Of Industry Trade Shows

Account Based Marketing vs. Inbound Marketing: “Either, Or” or a Tandem Approach?

In An Increasingly Digital World, Face-To-Face Media Tours Still Matter

Monumental Changes at MBA Annual 2018

PR Strategies

for Larger Enterprises vs. One Product Companies

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