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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.

Coachella of Banking?

If you haven’t already seen the agency’s Tradeshow Guide for 2025, you will notice that the majority of events tend to be Spring and Fall. However, one exception, and one of my favorite events of the year, is Bank Director's Acquire or Be Acquired Conference which is January 26-28, 2025 in Phoenix, Arizona. Entering its 31st year, this annual conference enables bank CEOs, board of directors and executive teams to gain a better understanding of the economy, explore opportunities for enhancing shareholder value, provide insight into how the competitive landscape is evolving and explore financial growth opportunities and strategic planning ideas that go beyond M&A.

How Fintechs Can Maximize Their Trade Show ROI

Looking ahead, as summer transitions into fall, the trade show and conference season for fintechs and financial institutions will be a busy one. Whether it’s large events like Money 20/20, Finovate Fall, or more focused events like Lend360, the Auto Finance Summit or National Mortgage News’ Digital Mortgage conference, there are proven strategies that exhibitors and attendees can use to help ensure that they generate a good return on their trade show investment.

Credit Unions, Fintechs Pushing the Industry Forward – What We Heard At GAC 2024

Branded under its new moniker, America’s Credit Unions (following the recent merger of CUNA and NAFCU), the 2024 Governmental Affairs Conference (GAC) was a successful one, bringing together credit unions from across the U.S. and the service providers and technology partners that are helping them better serve their members.

Fintech Meetup Stays True to Its Mission: Making Connections

We all cherish those networkers with a superpower for connecting people. Now there’s a conference that’s honed in on meeting the need: Fintech Meetup. Here’s our take on the show.

Podcast: Jon Lear Discusses Fintech Meetup and the Future of Fintech Events

The fintech industry has many events, but what makes a show really stand out? The organizers of Fintech Meetup have nailed the answer to this question. The first edition of Fintech Meetup was described as “the best fintech show of the year”, “the best event for creating new opportunities” and “the industry’s newest and coolest event”, among other superlatives.

Navigating the Future of Fintech: Your 2024 Trade Show Directory

As the fintech industry continues to evolve, staying informed and connected is crucial. Released in anticipation of the upcoming year, our 2024 Financial Technology Trade Show Directory is a trusted source offering insights and information you need to navigate – and make the most of – the industry’s conferences next year.

Connecting the Fintech Ecosystem: Thoughts from Jack Henry Connect

Jack Henry Connect was bigger than ever this year. About 2,750 bankers (representing 880 banks and credit unions) joined 250 fintechs in Indianapolis to collaborate and exchange ideas.

FinovateFall 2023: A Glimpse into the Future of Fintech

Earlier this month, we had the opportunity to travel to New York City to attend FinovateFall2023. Alongside 2,000+ attendees, 1,000+ financial institutions and 70 emerging technologies coming from both startups and established firms.

INBOUND 2023: The Age of Intelligence

Our marketing team recently attended HubSpot’s annual INBOUND conference in Boston, Mass. with over 11,000 business, marketing, and sales professionals to network and learn from HubSpot leaders and top industry experts. “INBOUND takes the best of our work – the culture, the innovation, the creativity – and propels it forward for the collective good,” said Yamini Rangan, HubSpot CEO. “It’s where careers take off, businesses begin to scale, and community changes us for the better."

Back to School Means Back to Fall Conference Season

Class is back in session! Once again, school buses are lining the streets, and store shelves are packed with notebooks and pencils, but this season is much more than just back-to-school time.

It's also conference season, when dozens of tradeshows and industry events pop up around the world, attracting vendors and media from all over. Although conference life may just be part of the gig for some, for many, it's a chance to get out of the office, network, and gain fresh insight. The question is, though: how can you best prepare and make the most of it?

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