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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

Accelerated: Teslar and Bank of Zachary

We're back with a new episode  of Accelerated, a podcast series that gives a behind-the-scenes look at how fintech-banking deals are made and why they’re important.

Accelerated: Behind the Scenes of Bank and Fintech Partnerships

We're back with the next installment of Accelerated, a new series that gives a behind-the-scenes look at how fintech-banking deals are made and why they’re important.

WMA & The Venture Center's New Podcast: Accelerated

William Mills Agency and The Venture Center have partnered together to launch a new podcast series called Accelerated. Throughout the series, industry experts will share a behind-the-scenes look at how fintech-banking deals are made, and why they’re important.

Eight Ways to Get the Most Out of Your PR Program

We can agree that a well-executed public relations program is essential to reputation management, building brand awareness and nurturing leads. But, as good as your PR team may be, they can’t be successful alone. As plans form for 2021, companies are asking what they can do better or how they might approach their program differently.

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

One of the most common roadblocks we face as B2B marketers is lack of alignment between sales and marketing. For fintechs to create a well-rounded content marketing program that truly supports company goals, the two disciplines must work together. Read on to find out how your sales and marketing teams can collaborate to create B2B content that drives meaningful results for your fintech.

Inside Marketing: Embracing Digital Tools To Revitalize Member Engagement


Leverage these five tools to create a positive lasting impression with your growing digital member base.

It’s no secret that the coronavirus pandemic has altered the ways in which businesses interact with consumers—many engagements have shifted to online and mobile channels to protect the health and safety of customers and employees alike.  According to data from McKinsey, we “vaulted five years forward in consumer and business digital adoption in a matter of around eight weeks” at the beginning of the pandemic. It is safe to say that digital will only continue to expand its reach, as reports predict that “nearly two-thirds of the global population will have internet access” and 70% will have mobile connectivity by 2023.

Getting the Most from Your Virtual Networking Events

With the focus on social distancing, it is no surprise most events and conferences these days have gone virtual. While this transition can be fairly painless for some content, a major, often overlooked, component of in-person events is networking. Whether finding new sales leads and business opportunities or reconnecting with peers and colleagues, networking is a big draw for most industry events. Often the main reason to attend for many, there was a big rise in the number networking-focused events prior to the pandemic. Unfortunately, it is also the aspect that tends to get lost in the shuffle when events shift to the virtual world. However, with the right planning, you can create an effective, memorable virtual networking experience for attendees. Here are some tips and suggestions to help make your next virtual mixer a success.

Inside Marketing: Inspiring Hope in 2020 and Beyond

How to extend International Credit Union Day’s message into a meaningful year-end campaign.

The theme for this year’s International Credit Union Day, “Inspiring hope for a global community,” is especially fitting. It has been a challenging year, with the unexpected emergence of COVID-19, the pandemic’s severe economic repercussions and the difficult transition to navigating the “new normal” (that feels anything but normal). Communities everywhere can certainly use some hope.

ICYMI: HubSpot INBOUND 2020

HubSpot INBOUND , normally a multi-day conference held in Boston made the decision like so many others this year to make the 2020 conference virtual. Despite the change in format, this year’s event did not disappoint the thousands of attendees who sat in on the conference from the comfort of their homes and offices from around the world.

Finovate Fall Video Recap with Beyond the Arc

Following Finovate Fall Digital, William Mills Agency CEO, William Mills, sat down with Steven Ramirez, CEO of San Francisco-based Beyond the Arc, to discuss the state of the financial services industry, COVID-19 implications on the economy, and how financial institutions are shifting toward being more customer-centric through the digital channel.

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