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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.

What Will Bankers Purchase in 2018?

In general, financial institutions are starting 2018 off in better financial shape than in previous years, and while they will continue to focus on traditionally important areas of their businesses such as compliance, eliminating fraud and refining delivery channel strategies, there are many other key areas of technology and innovation

Letter from the Editor: 2018 Bankers as Buyers Report

 

I am proud to announce the availability of our annual Bankers as Buyers report. Every year we strive to build a report that identifies the trends and major drivers in banking innovation. Our mission is to separate the hype from reality and to help clarify what technologies and market

What We Can Learn From The Year of The Cybersecurity Breach

From Yahoo to Uber and everything in between, 2017 has been the year of the cyberattack. As you might imagine, we’ve crafted a host of stories for clients that’s required a great deal of research on the topic and we thought we might share some of what we found of

“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

BAI Beacon 2017 Buzzes with Innovation in Atlanta

Approximately 1,300 attendees (including bankers, credit union executives, industry analysts and media representatives American Banker, Banking Exchange and BIG Media) joined 30 sponsor companies to immerse themselves in all things retail banking at BAI Beacon 2017, held at the Georgia World Congress Center October 4-5. Attendees could customize their day

What to Expect at FinovateFall 2017

Finovate Fall 2017 is shaping up to be another great event this year and I am excited to once again be live blogging the presenters featured in the Demo Sessions for both days. It’s hard to believe that next week’s event marks my seventh year live blogging and the reception

The State of Financial Services: Why Fintech is Hotter than Ever

Many years ago, a friend asked me why I wanted our firm to specialize in the financial and financial technology industries. “You spend so much time traveling – why don’t you just work with companies in your area? Why do you want to put all your eggs in one basket?”

I

Bankers as Buyers: High Tech, Mobile Devices & The Banking Industry

The 2017 Bankers as Buyers report focused heavily on mobile including mobile banking, mobile devices and mobile technology in the banking industry. Many experts agree that mobile still has room to grow, and many financial institutions have not yet adopted all the capabilities that come with mobile. The infographic below

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.

Bankers as Buyers 2017 Message from William Mills Agency President, Scott Mills

Investment in fintech remains strong year over year. Innovation in all things having to do with money is helping to improve both front and back office operations; remodeling the customer experience (CX); and generally making things faster (such as payments). Bankers as Buyers explores what is possible and what is

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