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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.

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.

MBA Servicing 2017: Addressing Bias and Technology Among Keys to Growth

This year’s MBA Servicing Conference & Expo returned to Dallas, Texas where 2,300 registered attendees continued conversations about the high cost of doing business, the uncertainty surrounding compliance and how to use technology to help save money. There were also general sessions that included a look at loss mitigation now

Is your 2017 trade show strategy set for the year?

There really is no such thing as “trade show season” in the fintech industry. Major trade shows occur throughout the year, and it can be overwhelming to keep track of them all, which is why William Mills Agency has compiled its 2017 Trade Show Directory, which can be downloaded here.

#Inbound16 - Where Marketers Go To Glimpse The Future


HubSpot’s annual Inbound conference was just as lively as ever in November with jaw-dropping keynote speakers and new product enhancements that will change the way we market. HubSpot never disappoints by bringing in the big names such as Alec Baldwin, Ta-Nehisi Coates, Anna Kendrick, Serena Williams and Michael Strahan. We

Digital Mortgage 2016 – A New Conference Centered Around the Digital Revolution

The home buying process is transforming. Digital innovation is changing the way homebuyers make an offer, handle the closing process and more.

Digital Mortgage is a new conference presented by SourceMedia. It takes place December 8-9, 2016 in San Francisco, and will be a day and a half filled with

MBA Annual 2016 - Putting things in Perspective

This year’s MBA Annual Convention & Expo was like many other MBA Annuals in that it was an opportunity to spend quality time with peers that you may not see that often (maybe once a year); enjoy the beautiful weather; eat yummy Boston lobster rolls; and grab a copy of

Will Machines Rule FinTech? Money2020 Dives into AI and Blockchain’s Impact on FinTech


This year’s annual Money2020 conference brought more than 10,000 FinTech executives, bankers and innovators to Las Vegas for five days of meetings, demos and panels. Anchored by an expo hall of more than 400 exhibitors, Money2020 filled the Venetian and Sands Exposition Center. But outside of the booths doubling as

BAI Beacon 2016, Inaugural Event Showcased Numerous Ideas and Areas to Improve


This year’s BAI Beacon held October 5th and 6th replaced BAI Retail Delivery and BAI Payments Connect. “Retail Delivery” started many years ago as an ATM show and evolved into a multi-discipline event, though it had waned in the last few years.

As any good association would do, BAI rebooted

What You Need to Know About AFT Fall Summit 2016

I’m fast approaching my third decade of attending financial industry conferences, and quite honestly, I’ve become bored and weary of most of them. Perhaps I’ve heard too many times the typical conference pitch all using the same catch phrases: “collaboration,” “education,” “insight,” and “contacts.” I know I’ve spent way too

5 Ways to Enhance Trade Show Attendance through Social Media

A decade ago, social media was primarily a tool for the 25-and-under crowd to engage with peers, but even in its infancy, its potential was recognizable. “Social media will increasingly begin to compete directly with traditional media consumption,” (Robert Young, 2006 on Gigaom). Sure enough, social media’s ascension through the

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