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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.

AI Now: Your Guide to Surviving the Rise of Machine Intelligence

While technologies come and go, AI is making seismic waves, permeating every corner of the business world. No longer a futuristic concept but a present-day reality, AI is seamlessly integrating into various sectors with remarkable efficacy. As we continue to witness AI reshaping industries and the future itself, it’s important we do a deep dive into its profound implications for society and work.

Five Considerations for Improving Fintech Sales through Strategic Communication

Fintech companies face a formidable challenge: communication gaps that threaten to undermine their sales performance. These disconnects, often manifesting between departments, teams, and even with customers, can lead to misaligned strategies, missed opportunities, and a weakened competitive edge. Addressing these communication barriers is crucial for fintech firms striving to maintain their market position, enhance customer relations, and drive growth in an industry where precision and clarity are paramount.

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.

When Data Speaks, Do You Listen? The Power of Data-Driven Storytelling in PR and Marketing

In a time where information reigns supreme, the strategic use of proprietary data in PR and marketing is not just an advantage — it's essential. As data-driven storytelling has become a cornerstone for success, PR and marketing professionals must learn how to properly gather, analyze and derive this information to help create stronger messages, bring more credibility, and garner greater media attention for clients. Otherwise, a huge opportunity is being missed, one data point at a time.  

Mastering the Art of Lead Generation for Fintechs: Advanced Tactics and Tools

In our previous blog, we explored the fundamental role that lead generation plays in the growth of fintech companies. As we continue the conversation, we’ll be diving deeper into some of the tactics and tools that empower fintechs to stay ahead in this highly competitive landscape.

Inside Marketing: How Credit Unions Can Win Young Hearts and Wallets

Credit unions are excellent financial partners for members. In addition to being not-for-profit financial cooperatives, many credit unions offer competitive services and higher interest rates on savings accounts. Moreover, they pride themselves on knowing the members within their community and offering personalized services that meet their unique needs. But they have to get creative in making their differentiators known.

Mastering the Art of Lead Generation for Fintechs: Strategies for Unleashing Potential and Driving Growth

In the ever-evolving landscape of financial technology (Fintech), where innovation and competition are the norm, the ability to generate high-quality leads is crucial. For Fintech companies looking to serve financial institutions, effective lead generation is not just a strategy, it's the lifeline for sustainable growth. In this two-part series, we'll explore the intricacies of lead generation tailored to the unique challenges and opportunities within the Fintech sector.

Inside Marketing: New Year, New Growth Strategy

As credit union leaders reflect on the past year and look toward the new year, growing deposits will continue to be a priority. Deposits are the lifeblood of any financial institution, and emphasizing deposits in 2024 is key to long-term growth and stability.

New Year's Predictions: Marketing, PR and Fintech in 2024

 

The fintech and financial services industries continue to show resilience, and we eagerly anticipate another year marked by innovation and productivity. As we work on our annual Bankers as Buyers report, which highlights predictions and trends for the financial services industry, we were inspired to make a few of our own. WMA team members weigh in on their 2024 fintech, marketing and PR predictions. 

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