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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.

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. 

Inside Marketing: Celebrating the 75th ICU Day

In a world seemingly dominated by commercial banks and other financial behemoths, credit unions stand as a unique and enduring pillar of financial stability and community empowerment. This year marks the 75th anniversary of International Credit Union Day, recognizing the history of the credit union movement and reflecting on its achievements and the shared member experience. Born from the need for economic solidarity and access to financial services, credit unions serve as a testament to the resilience of cooperative financial institutions.

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."

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