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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.

William Mills Agency

Recent Posts

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

WMA president Scott Mills spoke at the Sawyers & Jacobs 2019 Bank Tech Summit in Memphis, Tennessee about how fintech accelerators and incubators can be of service to community financial institutions. While initially, community financial institutions were skeptical in evaluating fintechs as friend or foe, in light of the rapid pace of technological change and consumer expectations, community banks and credit unions are increasingly recognizing the value of working closely with technologically advanced, agile fintechs. In his presentation, Scott discussed how accelerators and incubators are providing a path for these partnerships.

Scott kindly recorded a second version of his presentation as a webinar for those who weren’t able to attend the Bank Tech Summit, which you can view here.

View Webinar

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

William Mills Agency is proud to congratulate several clients that were recognized by the 16th Annual IDC Fintech Top 100 award. The annual award recognizes companies that derive more than 1/3 of their revenue from financial institutions and are propelling the industry forward. Data is gathered from surveys completed by vendors, as well as original research and market analysis conducted by IDC Financial Insights.

“IDC is honored to recognize the technology providers that appear on the 16th annual FinTech Rankings,” said Marc DeCastro, Research Director at IDC Financial Insights. “These are the companies that have shown commitment to the financial services institutions and their appearance on the list is a testament to that dedication.”

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

Last week, Charlyne McWilliams represented WMA at MBA Annual in Austin, Texas, where there was an air of excitement thanks to low interest rates and a positive outlook for 2020. With about 4,000 attendees and many more people bustling around the hotels close to the Austin Convention Center for meetings, the annual convention served as an important opportunity for mortgage professionals to check the pulse of the year ahead.

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

William Mills Agency had the pleasure of attending Money 20/20 in Las Vegas last week. Heather Sugg, William Mills and Amber Bush heard from the industry's best and brightest about the latest trends and changes in payments. The theme this year was "Journey to the Future of Money," which was reflected in the forward-thinking speakers and sessions. Experts from companies like eBay, Uber, Amazon and Mastercard shared their predictions and advice.

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

William Mills Agency had the pleasure of attending Money 20/20 in Las Vegas this week. Heather Sugg, William Mills and Amber Bush heard from the industry's best and brightest about the latest trends and changes in payments. The theme this year was "Journey to the Future of Money," which was reflected in the forward-thinking speakers and sessions. Experts from companies like eBay, Uber, Amazon and Mastercard shared their predictions and advice.

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

William Mills Agency had the pleasure of attending Money 20/20 in Las Vegas this week. Heather Sugg, William Mills and Amber Bush heard from the industry's best and brightest about the latest trends and changes in payments. The theme this year was "Journey to the Future of Money," which was reflected in the forward-thinking speakers and sessions. Experts from companies like eBay, Uber, Amazon and Mastercard shared their predictions and advice.

The 2019 CUSO Resource Guide for Fintechs



While many in the credit union industry already work with – or are at least familiar with – CUSOs, others are unfamiliar with the CUSO landscape and why it is important to their business.

Former NCUA Chairman Dennis Dollar told CUtoday, “Some of the most progressive credit unions in the country are sharing risk, expanding services and dramatically increasing their non-interest income through strategic CUSO investments.” Many CUSOs offer multiple services to credit unions and their members. Many CUSOs offer services in areas such as lending, member services, and payment and electronic transaction processing, and CUSOs offering innovative fintech solutions are on the rise. For example, agency client CULedger focuses on delivering innovative applications to credit unions through its cross-border global distributed ledger platform. Another client, Payrailz, recently announced the launch of its new CUSO, CU Payz, which allows credit unions to partner with Payrailz to develop new, innovative payments technologies, services and experiences.

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

Another Finovate Fall has come and gone, and the event seems to get bigger and more influential with each iteration. As always, it was an exciting opportunity to see new companies and solutions that may soon change the industry, with 60% of the companies demoing for the first time and 55% representing seed or early-stage startups. Over half of the demos were new company or product debuts featuring business intelligence, chatbots, digital banking, employee benefits, financial planning, insurance, lending, payments, risk management, security, wealth management, and more. Here are a few key trends and event highlights stood out to us.

Five Ways To Make Financial Services Marketing Emails More Effective

Email remains one of the most effective marketing strategies B2B companies use to reach their target audiences. Assuming you’re following best practices for inbound marketing, your contact database is full of people who have already expressed interest in your product or services. Making the most of this opportunity requires a strategic approach. Below are five email marketing techniques financial services companies should keep in mind.

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

Last week, WMA attended Inbound 2019 in Boston alongside 26,000 other eager marketers. We got to hear from celebrities and thought leaders alike including actress and co-founder of Once Upon A Farm, Jennifer Garner; TV host and journalist, Katie Couric; and Bryan Stevenson, founder and executive director of the Equal Justice Initiative. Brian Halligan, founder and CEO of HubSpot, focused his attention on the emergence of what he calls “experience disruptors” -- companies like Netflix, Lyft, Chewy and DoorDash, who understand that product-market fit is no longer enough to succeed in today’s market. Customer experience, or what Brian dubs “experience-market fit” has now emerged as perhaps the last remaining differentiating factor.

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