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

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

Consumers are increasingly wary of blatant sales pitches. They want sales efforts to be educational, insightful and, above all, helpful. While increased lead generation is certainly a positive side effect of content marketing, the content you create also helps position your company as a trustworthy thought leader. Prospects feel as though they have a relationship with your company before you even engage them in a person-to-person conversation.

Planning and Executing a Successful Virtual Event or Webinar

If you’ve ever hosted a webinar or virtual event, you know it’s no small task. However, they are well worth the effort when executed correctly. We have found that webinars and other virtual events can be some of the best generators of qualified leads and because of social distancing, many companies in the financial services industry have pivoted to virtual events this year. In fact, we have compiled a comprehensive list of virtual financial services events for you.  

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If you’re ready to try hosting your own, here are a few of our tips:

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

COVID-19’s rapid spread has significantly impacted communities, businesses and consumers around the world. Grocery aisles are sparse, events and gatherings have been cancelled and many small businesses have been forced to limit operations or close their doors entirely. The economic shutdown has caused more than 26 million Americans to file for unemployment over the past five weeks, according to Fortune.

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

Scott Mills met virtually with Terry Ammons, Partner at Wipfli LLP, to discuss how Terry is seeing fintechs make adjustments due to COVID-19. Terry works closely with dozens of fintechs across the country and is supporting companies through these difficult strategic changes firsthand. As many of these companies serve small to medium-size financial institutions, the ability to quickly shift priorities was critical. Most institutions never planned for employees to work from home or even six feet apart. Terry shares several examples of how fintechs changed course to support and maintain operations under reduced cash flow. Watch the full interview below to learn more. 

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

Before diving into a content marketing program, it’s wise to lay the right foundation. Even if you’re crafting high-quality, relevant content, you’re unlikely to get very far without a well-maintained contact database, lead capturing technology, and robust reporting.

Read on to learn more about these three crucial elements and find out how you can get started with email, forms, analytics, chatbots and advertising – all for free!

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5 Digital Ways to Connect with Prospects While Social Distancing

Building relationships with prospects is crucial for B2B companies selling robust financial services solutions and social distancing is having an significant impact on the sales practices that most are used to. In response, financial technology companies are finding that there are a host of digital tools they can use to continue building relationships in the absence of in-person meetings.

Maintaining Your Fintech’s Brand Image Amidst Coronavirus

For the vast majority of us, the COVID-19 pandemic is uncharted territory. Many brands are struggling with what to say (or not say) about the situation. It’s important to position your brand in a way that inspires confidence, not panic. Here are a few key points to keep in mind as you craft your fintech’s image in this confusing time.

Inside Marketing: Keeping Current

Maintaining a pulse on the industry and current events can enhance marketing, PR and member relationships.

The financial services industry continues to evolve at a rapid pace. The advancement of technology and channels, an influx of new competition and an active mergers and acquisitions landscape—not to mention the current pandemic situation and need for social distancing—are challenging how credit unions have traditionally operated and what members expect from them. Keeping up with these significant events and shifts is crucial; doing so will not only help evolve business strategies and member service but will also provide important content for public relations and marketing activities, when appropriate.

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

Events across all industries are being postponed or cancelled due to concerns over Coronavirus (COVID-19). PredictHQ  indicates that in February alone, concerns about the coronavirus led to a 500% surge in cancellations and postponements of significant events, and March has reached 590% already. While we can all appreciate the importance of taking precautions to protect the public, this is having (and will continue to have) a significant impact on B2B financial technology companies.

Podcasting on Fintech: 5 Best Practices

Podcasts are taking the media world by storm, and the financial services industry is no different. While we’re all familiar with listening to our favorite podcasts, being a guest on a podcast is likely uncharted territory for most of us. Here are five steps to making your debut as a podcast guest a success.

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