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.

BAI Beacon 2017 Buzzes with Innovation in Atlanta

Approximately 1,300 attendees (including bankers, credit union executives, industry analysts and media representatives American Banker, Banking Exchange and BIG Media) joined 30 sponsor companies to immerse themselves in all things retail banking at BAI Beacon 2017, held at the Georgia World Congress Center October 4-5. Attendees could customize their day

What to Expect at FinovateFall 2017

Finovate Fall 2017 is shaping up to be another great event this year and I am excited to once again be live blogging the presenters featured in the Demo Sessions for both days. It’s hard to believe that next week’s event marks my seventh year live blogging and the reception

The State of Financial Services: Why Fintech is Hotter than Ever

Many years ago, a friend asked me why I wanted our firm to specialize in the financial and financial technology industries. “You spend so much time traveling – why don’t you just work with companies in your area? Why do you want to put all your eggs in one basket?”


Bankers as Buyers: High Tech, Mobile Devices & The Banking Industry

The 2017 Bankers as Buyers report focused heavily on mobile including mobile banking, mobile devices and mobile technology in the banking industry. Many experts agree that mobile still has room to grow, and many financial institutions have not yet adopted all the capabilities that come with mobile. The infographic below

Retail Banking 2017: Vision of Transformation with a focus on Chatbots and Servicing as New Way of Banking

This year’s Retail Banking conference took place at the Trump National Doral in Miami March 22-24. There were about 450 attendees, including financial institutions as well as vendors, and the atmosphere was lively and professional. The first day was dedicated to credit unions with sessions about Best Practices for CreditUnions, Omni-Channel Banking – Is the Branch Dead or Is it the Future and How to Best use Branding. The following two days focused on both banking and credit unions with sessions on regulations, revenue strategies, innovations, digital banking and branch banking.

Bankers as Buyers 2017 Message from William Mills Agency President, Scott Mills

Investment in fintech remains strong year over year. Innovation in all things having to do with money is helping to improve both front and back office operations; remodeling the customer experience (CX); and generally making things faster (such as payments). Bankers as Buyers explores what is possible and what is

BAI Beacon: Reshaping the Banking Industry’s Main Stage

For years, the BAI Payments Connect and Retail Delivery conferences have provided industry leaders and influencers alike with the latest information and innovation in the financial services industry. As the influence of technology continues to transform the way financial services organizations conduct business, BAI developed and launched one innovative and immersive

Podcast: Crone Consulting, LLC's Take on The Payoff of Bank-Branded Mobile Wallets With Tender Reciprocity

In this podcast, William Mills Agency's Charlyne McWilliams interviews Richard Crone and Heidi Liebenguth from Crone Consulting, LLC. They discuss key insights from their article in the 2016 Bankers as Buyers Report titled, "The Payoff of Bank-Branded Mobile Wallets With Tender Reciprocity." For the full transcript of the interview, see

What’s the Big [FinTech] Deal?

Through four decades, our agency has been considered by many as the leading communications firm dedicated to financial services. But bigger than that, we began getting caught up in this world of “fintech” long before it became the latest overnight sensation, which – by the way – has actually been

How Lack of Sales Strategy Can Make your Startup Fall Down

Fintech startups fail for a number of reasons; ironically, most of those reasons are centered on finances. If you recognize and understand common pit falls beforehand, you can make a better plan and turn your startup into a success story rather than a failure.

The most impactful startup mistakes usually

PR Strategies

for Larger Enterprises vs. One Product Companies

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