William Mills Agency

Jimmy Sawyers, Co-founder and Chair of Sawyers & Jacobs, LLC, offers his predictions for the top 10 trends in 2024 that will impact banking technology. Download our Bankers as Buyers report to uncover his insightful predictions:

https://hubs.ly/Q02t2VG70

While AI can streamline processes and generate content efficiently, it lacks the depth of human emotion and understanding. Our latest blog explores the importance of incorporating the human touch element into your communication strategies to build genuine connections with your target audiences.

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. The most impactful outcomes we will see from using AI will be from those that leverage AI while recognizing the importance of the human touch in communication strategies.

In our latest edition of Bankers as Buyers, HC3's Tori VanCura-Rutland emphasizes the importance of thorough preparation and understanding in selecting the right partner for a successful implementation process beyond just technological solutions.

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Check fraud remains a significant threat in 2024, demanding continued vigilance and proactive measures from financial institutions. Todd Robertson, Senior VP of Business Development at ARGO, emphasizes the importance of adopting preventive strategies to safeguard against financial losses.

Download our 2024 Bankers as Buyers report here:

https://hubs.ly/Q02t2PWL0

Amidst all of the advancements of AI, we need to recognize the significance of infusing a human touch into the messages we put out. Read our latest blog to learn more.

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. The most impactful outcomes we will see from using AI will be from those that leverage AI while recognizing the importance of the human touch in communication strategies.

Still deciding which events to attend this Fall? We’ve updated our 2024 Tradeshow Directory to cover the rest of this year's don’t-want-to-miss conferences. Check it out below ⬇️

Financial Trade Show Directory 2024 | William Mills Agency WMA has compiled a list of the top financial industry conferences and trade shows for 2024 in our new directory.

Innovation in community banking is more about the "how" than the " why." With tech upgrades and enhancing customer experience topping the priority list, innovation is a must. The key? Finding the perfect partner.

Charles Potts, ICBA EVP and CIO, shares how to set yourself on the right path for a fruitful fintech partnership.

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Managing communication barriers isn’t just important— it’s essential for fintechs aiming to maintain their market position, cultivate stronger customer connections, and drive growth in an industry where precision and clarity are key. Read our latest blog for five tips on improving fintech sales through strategic communication:

https://hubs.ly/Q02yYSV40

Five Considerations for Improving Fintech Sales through Strategic Communication Addressing 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.

In our 2024 edition of Bankers as Buyers, Cotribute's CEO and Founder, Philip Paul, delves into the Decision Intelligence era, the multiple fintech waves, and how to navigate the future. Download it here:

https://hubz.li/Q02t2Xn50

Bankers as Buyers is now available as an audiobook on Audible! Explore the trends shaping the industry's future such as , , and in the report. Listen to it below:
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In the world of fintech, customization is key, but finding the right balance is crucial for success. According to Aequilibrium’s Adrian Moise, financial institutions seek solutions that can be tailored to their specific needs without breaking the bank.

Download Bankers as Buyers to learn more:

https://hubz.li/Q02t2VFT0

Through mobile messaging, banks and credit unions can unlock the potential for creating personal banking experiences in the digital channel. In our latest Bankers as Buyers report, Pulsate CEO, Sarah Martin, shares the importance of effective mobile communications to maximize engagement.

https://hubz.li/Q02t2LHv0

Fintech companies can effectively communicate and build trust by leveraging the right communication tools and strategies. Check out our latest blog below for five essential tips to revolutionizing your approach, enhancing customer relations and fostering growth.

Five Considerations for Improving Fintech Sales through Strategic Communication Addressing 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.

: WMA signs Pulsate for services. Learn more about our exciting partnership in our press release.

Dublin-Based Fintech, Pulsate Signs with William Mills Agency for Public Relations Services William Mills Agency has been selected by Pulsate for public relations services. Learn more in our press release.

John Manganiello, Directory of Project Services at Benchmark Technology Group, discusses 3 ways managed device services will help banks and credit unions cut costs this year. Download Bankers as Buyers 2024 to learn more.



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As AI technology continues to become more advanced and anti-fraud detection becomes more efficient, FIs must invest in infrastructure for the longevity of the bank or credit union. Read our blog to learn more.

Insights from the 2024 Bankers as Buyers Report: Preparing your Financial Institution for the Future In the 21st edition of Bankers as Buyers, we reflect on current industry trends and how leaders can future-proof their financial institutions for the longevity and benefit of their account holders.

This , we honor and remember those who served our country and protected our freedom.

Our offices are closed in observance of the holiday. We will resume regular business hours on Tuesday, May 28.

For community financial institutions (CFIs), it’s important to have back-office employees who can navigate the administrative side of the platform. Marcell King, Chief Commercial Officer and Head of Product Strategy at Tyfone, discusses driving back office operation efficiency in Bankers as Buyers 2024. Download the full report to learn more.



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Congratulations to the several who made American Banker's annual list of the Best Places to Work in Fintech (about 20% of the total list). And a big congrats to Union Credit for being named #1! Check out the article below to view the full list of honorees:

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FedNow, an instant payment system, was introduced to the payments industry by the Federal Reserve in 2023. Read part 2 of our Bankers as Buyers blog series to learn more about the importance of FIs adapting to these advancements as the banking industry continues to change.

Insights from the 2024 Bankers as Buyers Report: Preparing your Financial Institution for the Future In the 21st edition of Bankers as Buyers, we reflect on current industry trends and how leaders can future-proof their financial institutions for the longevity and benefit of their account holders.

Aditya Khandekar, President at Corridor Platforms, discusses key considerations when building digital lending strategies in Bankers as Buyers 2024. Download the full report to learn more.



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Bankers as Buyers 2024 is now available as an audiobook 🎧 Access it through Audible today:
https://hubs.ly/Q02xMfjV0

: WMA is providing services to Pulsate, a Dublin-based fintech that provides mobile-first engagement solutions for credit unions and community banks. Check out our press release to learn more.

Dublin-Based Fintech, Pulsate Signs with William Mills Agency for Public Relations Services William Mills Agency has been selected by Pulsate for public relations services. Learn more in our press release.

WMA CEO, William Mills, is headed to San Francisco this week for Finovate Spring! Schedule a meeting with him to learn how our and services can strengthen your fintech’s brand.

William Mills is headed to Finovate Spring from May 21-23. Schedule a meeting if you’re interested in learning how your can grow utilizing our and services.

When interest rates eventually drop, the demand for various types of credit will increase. Read our blog to learn more about the importance of FIs being proactive and updating technology to avoid being unprepared for a market shift.

Insights from the 2024 Bankers as Buyers Report: Preparing your Financial Institution for the Future In the 21st edition of Bankers as Buyers, we reflect on current industry trends and how leaders can future-proof their financial institutions for the longevity and benefit of their account holders.

Tracy Huber, Director of Project Management – Mortgage, Verification Services at Equifax Workforce Solutions, discusses leveraging data-driven strategies when evaluating loan affordability. Download Bankers as Buyers 2024 to learn more.



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Attending Finovate Spring in San Francisco next week and want to learn how our and services can amplify your brand awareness? Schedule a meeting with William to find out!

We are excited to announce that WMA Account Supervisor, Angelo Jones, and WMA Senior Account Agent, Gracie Gay, were named two of the 2024 Trailblazers by PROGRESS in Lending. This award recognizes PR, Sales, and Marketing professionals positively impacting the industry. Congrats, Angelo and Gracie!

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Denny Howell, Co-founder and COO at Mahalo Banking, discusses establishing an inclusive digital environment by providing solutions that address the complexities of member diversity and its impact on digital platform engagement. Learn more by downloading Bankers as Buyers 2024.



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