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.

Finovate Fall Recap: Happiest Crowd in Years

Finovate Fall 2021 was back in person and better than ever. Over 1,100 fintech professionals and industry leaders joined the event in New York City for a three-day conference filled with innovative content and cutting-edge demos. With the pandemic still a primary concern among Americans, the conference required proof of vaccination in order to attend – a trend that is likely to continue for industry events in the future. WMA CEO, William Mills, was joined by senior vice president Heather Sugg at this year’s conference for what they described as “The happiest crowd in years.” Here are the key highlights and takeaways from this year’s conference.

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.

Catching Up on All Things Finovate Fall Digital with CEO William Mills

Like so much this year, Finovate Fall Digital was a departure from the norm, but still featured a host of cutting edge demos and thought leadership from some of the best that the world of fintech has to offer. William Mills Agency was again well represented with agency CEO, William Mills, Heather Sugg, and K.T. Mills-Grimes all in attendance, and while this was the first time as a virtual event, Finovate still showcased 1300+ key fintech influencers, 120+ expert speakers, and 25 demo companies.

Finovate Fall Video Interview with Finzly

With Day 2 of Finovate Fall Digital 2020 under wraps, William Mills Agency Vice President Heather Sugg was able to catch up with Finzly CTO, Terry Howell, in a virtual interview to discuss Finzly’s demo, his thoughts on the digital event, and predictions for 2021 in the fintech industry.

Finovate Fall Video Interview with Glia

While this fall's event may be looking different from years past, Finovate Fall Digital 2020 is in full swing, with a week's worth of keynote addresses, demos, and online networking.  William Mills Agency Vice President Heather Sugg had the chance to sit down with Glia CEO and co-founder, Dan Michaeli, to get his thoughts on Finovate’s digital event this year as well as an inside scoop into what Glia’s demo at the event will look like.

Watch Interviews with Fintech Industry Experts at FinovateSpring 2019 for FinovateTV

Folks, I have been pleased to see that in the last few years, Finovate has grown to boast one of the largest international presences of any fintech event.  At FinovateSpring 2019 last month, there was an unprecedented emphasis on small business, artificial intelligence and mortgage solutions.  While at the show, I had the opportunity to interview Karen Gordon Mills, Senior Fellow at Harvard Business School and former Administrator of the U.S. Small Business Administration; Ronak Pakzad, founder of GoodWealth; Steven Ramirez, CEO of Beyond the Arc;and Rick Winslow, Chief Experience Officer of Kabbage

Watch the Latest Interviews with Fintech Industry Experts at FinovateEurope for FinovateTV

CEO William Mills is on the scene at FinovateEurope interviewing experts in all areas of fintech, from open banking to the evolving payments landscape for FinovateTV. We will be adding the interview videos as they become available, so be sure to check back! 

FinovateFall 2018 Video Recap

FinovateFall was yet again a huge success! Having attended over 20 Finovates, William has a wealth of experience with the event. This year, there was a larger focus on customer experience and AI than ever before.  As we wrap up the event, William is joined by Steven J. Ramirez , CEO of Beyond the Arc, Inc., to recap some of the biggest takeaways from FinovateFall 2018. 

FinovateFall 2018 Live Blog - Day 2

07:27 pm

Congratulations to the winners of Best of Show at FinovateFall 2018! Banzai, Bond.AI, Bumped, Golden, and Meniga #Finovate


FinovateFall 2018 Live Blog - Day 1

04:51 pm

Well, we’ve wrapped up the demos for day one. Please check back tomorrow morning around 8:45am for the group of great demos from Finovate Fall NYC 2018.

William Mills Agency is North America’s largest PR and Marketing agency in the financial industry with more than 70 clients.  If you would like to learn more contact Ms. Heather Sugg at or myself at  We are both at the conference here in New York. We look forward to hearing from you.



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