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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.

Bank Systems & Technology's Kathy Burger Speaks with William Mills Agency About 2013 Financial Industry Trends & Predictions

Kathy Burger

Unlike 2012’s theme of surviving rather than thriving, early indicators suggest 2013 as a period of growth for the global financial services market.

As we enter a new year, Kathy Burger, editorial director of both Bank Systems & Technology and Insurance & Technology, leading sources for news and analysis for the financial services technology industry, shared with us her thoughts on financial industry trends and predictions for 2013.

4 Ways to Enhance Your Financial PR Efforts: Part 2

Step Four: Properly Use PR Communications to Reach Target Audiences

The fourth way to enhance a public relations program is to use every communication properly to achieve maximum impact.

Each communication should be geared toward one or more of the target audiences and include relevant message points and SEO terms. Carefully scheduling and coordinating each communication effort increases the strategic impact of your public relations program.

4 Ways to Enhance Your Financial PR Efforts: Part 1

One of the most effective ways for a company to build its reputation, increase awareness and strengthen relationships with existing customers is to execute a public relations program built on a solid plan. Many companies value PR but end up with a series of disconnected communications with minimal results. By taking a little time to concentrate on your PR plan, you can better synchronize your communications and accomplish your goals.

Art Gillis Guest Blog: My Own Rules for the CEO, CFO, CIO, and 'Betty' of Any Financial Institution

William Mills Agency is pleased that our friend Art Gillis has written a guest blog for us—the 17 rules financial institutions should know. Art Gillis is the owner of CBSI and is an independent consultant serving the bank technology industry. Art has served the industry since 1974.

Reflect Your Mission in Your Message

by Michael Touchton

Credit Union Management’s online-only “PR Insight” column runs the first Thursday of every month.

How your public relations efforts can support your credit union’s mission statement

If you look at the “Top 100 Credit Unions in the United States” (by total members), you’ll notice a great deal

Make Your Company Stand Out in the Financial Industry!

Implement a PR plan, the right PR plan

PR in Action

You would not take your family on a camping trip to the Rocky Mountains without thoroughly researching the trip – everything from flights, camping equipment, tents, cooking tools, sleeping gear, etc., and most importantly – your itinerary. Just the same, you should not begin any PR campaign in the financial industry without an action plan.

William Mills Agency Committed to Supporting Public Relations Education

Public Relations

William Mills Agency has long been a supporter of PR education in our university system. William Mills III, CEO of William Mills Agency, continues to support Florida State University (FSU) and is meeting today in Tallahassee with the College of Communication and Information (CCI) Advisory Board in his role on the Executive Committee. In the last month, we also hosted 10 students from Auburn University’s Public Relations Student Society of America, a booth at University of Georgia’s career fair and four Kennesaw University PR students who stopped by to shadow our account teams.

Highlights from BAI’s Retail Delivery Conference

BAI’s Retail Delivery ConferenceBy Scott Mills, APR
President of William Mills Agency

According to BAI, attendance was around 1,700, which is in line with last year and well ahead of their attendance lows from a few years ago.

The programming seemed better than last year, and break out sessions were crowded. In my opinion, Sir Richard Branson and Guy Kawasaki were also far more appropriate for the event than last year’s big gun.

2012 FinTech 100 Rankings Released

American Banker and Bank Technology NewsSourceMedia’s leading publications for banking and financial services professionals, and IDC Financial Insights, a leading provider of independent research and advisory services focusing on the business, technology and operational issues in financial services, released the ninth annual FinTech 100 rankings of the top global technology providers to the financial services industry.

William Mills Agency Makes Changes in Social Media Outreach

Sharing Financial Industry Knowledge with You

William Mills Agency is taking on more than just a new look; we also made big changes in our social media outreach this year. In August, we started an aggressive campaign to further increase our communication platforms with you.

Getting Started in Public Relations

Tips for recent graduates and others new to the profession

By Hayley Thrift

Credit Union Management’s online-only “PR Insight” column runs the first Thursday of every month.

Throughout my final semester of college, I was asked the same question more than 10 times each week, “What are your plans after

Vipin Gupta Speaks at FinTech 100 Breakfast Event During BAI Retail Delivery Conference

FinTech 100

William Mills Agency provides PR services and is recognized as a sponsor for FinTech 100 Rankings. Companies going to BAI Retail Delivery Conference may be interested in the following event:

Vipin Gupta, KeyCorp CIO, to Address Financial Industry’s Largest Technology Vendors at BAI Retail Delivery Conference

Gupta to discuss technology priorities and advice on successful vendor partnerships

Janet Hewitt speaks with William Mills Agency about Mortgage Bankers Association’s 99th Annual Convention

Janet Hewitt

Janet Hewitt is editor-in-chief of Mortgage Banking magazine, one of the industry’s go-to sources for news, analysis and housing indices. Hewitt talked to us about her thoughts and expectations for the Mortgage Bankers Association’s 99th Annual Convention and Expo in Chicago, Oct. 21- 24.

William Mills Agency Announces New Brand Image

Letter from the CEO, William Mills IIIWilliam Mills Agency

Welcome, everyone to our new website and blog page. We want you to know, that while our values and hard work ethic will always remain a part of our legacy, the agency continues to evolve, adapt and enhance the services we provide not only for our clients, but also for our friends in the financial media and others we serve. Change is a constant in every organization. For 35 years, William Mills Agency has been a trusted provider of public relations, marketing and creative services for companies around the globe

William Mills III, CEO William Mills Agency Live Blog from Finovate Fall NYC 2012-DAY TWO

William Mills, CEO, William Mills Agency


First presentation about to begin.


IDology – John Dancu (CEO) and Chris. Sell to FI’s. I think I sat

William Mills III, CEO William Mills Agency Live Blog from Finovate Fall NYC 2012-DAY ONE

William Mills, CEO, William Mills Agency


I’m here at the conference and it’s looking bigger and better than ever. Due to technical difficulties I was unable to post this morning’s demos but plan to have most other events reported live.

10:30am BREAK from first demos

I ran into Rod Witmond from Atlanta-based Cardlytics (Full disclosure, William Mills Agency represents the company). If you are not familiar with Cardlytics they are doing great work for a number of financial institutions large and small. If you are at Finovate and would like to meet Rod feel free to send me an email at william@williammills.com.

The next group of sessions are getting ready to start.

Live Blog and Tweets from MBA’s Risk Management and Quality Assurance Forum

by David Jones


MBA Risk Management forum underway. @corelogicinc,@DocuTech and @genpactservices talking mitigating repurchase risk.


The key to avoiding repurchase? Strong data, automation, documentation, business rules process. #MBA_RMQA


More than 500 attendees roaming the halls of MBA Risk Management and Quality Assurance Forum today. #MBA_RMQA



Why you should be at this year’s FinovateFall

This year’s FinovateFall 2012 on September 12th and 13th is a two-day showcase in New York City that will feature new innovations in financial and banking technology. It has become one of the best showcases of banking and payments innovation in the U.S.

What you will see:

The forum of Finovate is


By Jerry Goldstein

Credit Union Management’s online-only “PR Insight” column runs the first Thursday of every month.

As times have changed, so too has your credit union. You may have changed your charter to broaden membership. You have undoubtedly expanded the way in which you communicate with your members, including

10 Steps to Improve Your Online Marketing!

Taking the Mystery Out of Social Media

Speech by Jerry Goldstein, vice president of William Mills Agency

Given at Lenders One Summer Conference

More people use the Internet to search for information than ever before

Is Financial Public Relations an In-House Function or Should You Use an Agency?

Breaking down the different approaches to public relations

It’s about to be budget season. You recognize the value in public relations, such as increased brand recognition and market share. You know that a well-executed strategy requires an experienced PR professional. The question then becomes,

“Should we hire an agency? Or should we do PR in-house?”

Frank Diekmann, publisher of Credit Union Journal, shares his thoughts on what’s keeping credit unions abuzz today

Credit Union JournalCredit Union: Challenges and Opportunities

William Mills Agency is proud of the relationships we have maintained with the financial trade media. Beyond providing us with editorial insight, our media friends are additional resources to the issues and trends resonating among various industry professionals on the tradeshow circuit each year.


10 Things Your Bank Can Do Now (For Free) to Make More Money


Speech by William Mills, CEO of William Mills Agency

Given at the 18th Annual Leadership Conference for Community Bankers Association of Alabama

1. Find and articulate your vision

  • Know your bank, people, products and how they should be positioned in the minds of customers.
  • Provide clear, concise reasons why customers

William Mills Agency Sponsors TAG FinTech’s Big Data Panel

Last Friday afternoon, William Mills Agency team members, Scott Mills, Jerry Goldstein, Blair Logan and Kelly WilliamsWilliam Mills Agency listened to TAG FinTech’s Panel on the Big Data Value Equation.

William Mills Agency was a proud co-sponsor of the event and was pleased that 135 people attended. The panel included:

  • Paul Bridgewater,

5 ways to get all of the mileage you can out of your public relations efforts

Re-purposing your Public Relations content will go a long way in maximizing coverage in your industry.

Here’s how:

1)    Promptly post your press releases and articles on your website.

  • If you don’t buy the rights to the re-print, we suggest placing a 50 to 75-word synopsis of the article on

Capitalizing on Facebook’s New Timeline

By Stephen Sprayberry

Credit Union Management’s online-only “PR Insight” column runs the first Thursday of every month.

As always, trends come and go, and as each of these articles is published, the world is being flooded with new information and trends that can be applied to the PR techniques credit

WMA live-blogging from Federal Reserve Bank of Chicago’s 48th Annual Conference on Bank Structure and Competition, May 11, 2012

Fixing risk management at banks more complicated than fixing regulation

Correcting the risk management practices at banks is far more complex than correcting the financial regulatory structure, Larry Cordell, vice president of the Risk Assessment, Data Analysis and Research (RADAR) unit at the Federal Reserve of Philadelphia said at the

Day in the Life of a Credit Union’s PR Professional

By Chuck Meyers

Maintaining relationships, a talent for planning and an eye for details are important skills for every PR pro.

CUES’ Credit Union Management’s online-only “PR Insight” column runs the first Thursday of every month.

On a day-to-day basis, a credit union’s PR professional works to communicate with key

Creating Content That Matters

By J. Blair Logan

Credit Union Management’s online-only “PR Insight” column runs the first Thursday of every month.

Over the course of this article series, we have devoted a great deal of time and attention to discussing exactly how credit unions can more effectively promote and distribute their expertise or

PR Strategies

for Larger Enterprises vs. One Product Companies

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