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.

William Mills Agency

Recent Posts

Watch Now: FinovateSpring 2023 Video Interview Series

Our CEO, William Mills, attended this year's FinovateSpring in San Francisco and sat down with leading fintech and financial services innovators to examine the latest technological advancements in the industry. 

Watch the full interview series below.

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

Technology has both enhanced and hindered the financial industry. While many institutions have used tech to modernize consumer experiences and streamline office processes, many institutions have fallen victim to “shiny object syndrome” and adopted solutions that have complicated their operations or simply don’t work as they should. 

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

"Technology has made banking faster than ever before, and there's no going back to the slower pace of the past." – Suresh Renganathan, CTO for Teachers Federal Credit Union

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

The fintech and financial services sectors have proven to be profoundly resilient and we look forward to another productive and innovative year.  As we work on our annual Bankers as Buyers report, which highlights predictions and trends for the financial services industry, we were inspired to make a few of our own. WMA team members weigh in on their 2023 fintech, marketing and PR predictions.  

Back By Popular Demand: 2023 Trade Show Directory

After a two-year hiatus of some shows and the introduction of virtual or hybrid models of others, we’re excited about the direction that events are headed in 2023.

Doing Well By Doing Good

We’ve seen numerous references to the percentage of people living paycheck-to-paycheck. However, the most stunning recent research indicates that 23.7 percent of those making more than $250,000 in salary a year also consider themselves living paycheck-to-paycheck (Source: PYMNTS.com and LendingClub). There is a 50/50 chance that this group of people will know how to get or keep themselves out of financial debt.

Watch Now: FinovateFall 2022 Client Interviews

Our CEO, William Mills, attended this year's FinovateFall in New York City and sat down with clients and leading fintech innovators to examine the latest technological advancements in the industry. 

Watch the full interviews below.

INBOUND 2022: The Future of Marketing & Beyond

HubSpot’s INBOUND 2022 was back in person for the first time since the outbreak of the pandemic, and our marketing team was excited to travel to Boston for the conference. Joining approximately 10,000 other eager marketers in person (with an estimated 60,000 attending virtually) we experienced an electric atmosphere filled with continuous sessions, numerous HubSpot vendors and unlimited networking opportunities.

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

During the NHL Playoffs, sports fans may hear a lot about the Stanley Cup – the trophy given to the winner in the best of seven series. Beyond a three-foot tall tower of metal, the widely recognized hockey trophy symbolizes the leadership, the competitive desire of the team and the long road it took to win such a distinguished prize.

Watch Now: FinovateSpring 2022 Video Interview Series

Our CEO, William Mills, attended this year's FinovateSpring in San Francisco and sat down with leading fintech and financial services innovators to examine the latest technological advancements in the industry. 

Watch the full interview series below.

PR Strategies

for Larger Enterprises vs. One Product Companies

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