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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.

Monumental Changes at MBA Annual 2018

The MBA Annual Convention and Expo is the largest gathering of real estate financial and mortgage professionals in the country with an estimated 4,400 participants this year. It’s fitting that such a monumental occasion was held in the nation’s capital and had a celebrity lineup including Kelly Clarkson, Magic Johnson, and Oscar winner Geena Davis (who is also founder and chair of Geena Davis Institute on Gender in Media). Despite the event’s star power, attendees had bigger topics on the mind—namely the current state of the mortgage industry.

“The One” Show You Can’t Miss: MBA Annual 2017 in Review

While October may mean college football and pumpkin spice lattes to some, for our agency and many of our clients, October is dedicated to all things MBA Annual. This year, MBA’s Annual Convention & Expo took attendees to the Mile High City of Denver, Colorado for a full four days

MBA Tech 2017: Blockchain, APIs and Robots, Oh My!

This year’s National Technology in Mortgage Banking Conference & Expo took place March 26-29 at the Hyatt Regency in Chicago. MBA reported this was the largest attendance for this show in at least five years, and our client LendingQB concurred, noting the event was attended by largest number of lenders

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

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

End of an Era: It’s Hard to Say Goodbye to Mortgage Banking Magazine’s Janet Hewitt

I honestly cannot remember when I first met Mortgage Banking magazine’s editor-in-chief Janet Reilley Hewitt. It would have been during the time I started my career in the mortgage industry as a journalist. At any rate, I cannot remember a time that Janet has not been a part of the

What’s the Big [FinTech] Deal?

Through four decades, our agency has been considered by many as the leading communications firm dedicated to financial services. But bigger than that, we began getting caught up in this world of “fintech” long before it became the latest overnight sensation, which – by the way – has actually been

How Lack of Sales Strategy Can Make your Startup Fall Down

Fintech startups fail for a number of reasons; ironically, most of those reasons are centered on finances. If you recognize and understand common pit falls beforehand, you can make a better plan and turn your startup into a success story rather than a failure.

The most impactful startup mistakes usually

MBA Tech Conference: New Outlooks, New Opportunities

The Mortgage Bankers Association’s National Technology in Mortgage Banking Conference and Expo was held April 3rd through 6th in sunny Los Angeles, California. The four-day conference included more than 30 sessions based on the mortgage industry’s most prominent issues including data and analytics, emerging technologies, regulation and compliance and information

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