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Letter from the CEO



After almost 35 years’ experience working in financial technology, I’ve been blessed to be part of radical transformations in our industry. It wasn’t that long ago that “mobile banking” was the business of transforming recreational vehicles into mobile bank branches.

Virtually every bank’s core system was already “in the cloud” which meant via service bureau processing. Our clients developed applications and technology for mainframe computers, then minicomputers, later personal computers and now smartphones and tablets which are now connected 24/7 around the world.

Having a front row seat to this tsunami of change, I was able to figure out and share the best practices of the most successful FinTech companies called “The Seven Steps to Success in Marketing to Financial Institutions.” For decades the direct sales model worked, but now it’s hopelessly out of date. Why? Because today financial institutions find you, not the other way around.

It’s a reversal of the old-fashioned practice of hiring a salesperson and sending them on the road.

Business-to-business buyers want to work with trusted organizations they already know through awareness and validation in financial media, sophisticated content marketing programs and 21st century social marketing practices. Legacy organizations are losing new business to those vendors that have recognized how vital new marketing practices are to their success.

William Mills Agency has changed as well. Now, 100% of our new clients reach out to us and our sales team does no cold calling – it’s all inbound, market qualified leads. If your organization is not generating the leads and sales you need, we would be glad to be of service.

The only constant is change, and it’s exciting to see and be a part of the way of the future. 

If you are attending Finovate Spring this week, I will be live blogging the presentations on Tuesday, May 8 and Wednesday, May 9 at I am also pleased to participate in a panel discussion during the conference on May 11th at 11:50 a.m. PT titled, "Leaders Debate: Financial Services is posed for an unprecedented transformation - from Millennial to Generation Z, how is the industry being radically reshaped?" Hope to see you there!



 William E. Mills III, CEO

FinTech Media Updates

  • Tanaya Macheel is the new editor at Tearsheet. @TMacheel
  • Neil Haggerty is the new Capitol Hill Reporter at American Banker. @haggertyn_1125 
  • Jim Davis is the new editor of Scotsman Guide Residential Edition.
  • Jake Lowary is the new managing editor at Bank Director. @JakeLowary
  • CB Insight has transitioned to cover more content for credit unions, focusing on CU Insight. @News_CUInsight
  • Let’s Talk Payments is now MEDICI and is focused on “enabling FinTech-at-SCALE to create global economic impact." @gomedici 
  • CUES has launched a new publication focusing on women in the CU space called Advancing Women. @TheRealCUES  

ATL Fintech Events Calendar


Metro Atlanta has established itself as a major hub for the fintech industryWith so much talent and fintech activity in Atlanta, professionals need a resource to keep them updated on happenings and networking events within the industry.

William Mills Agency’s Atlanta FinTech Event Calendar is a valuable tool to help you find local events that might be of interest to you and your organization! Check it out here

2018 Bankers as Buyers

BAB18 Cover image-818686-edited-1U.S. financial institutions are entering 2018 in better financial shape than in many years. This financial upturn provides great opportunity for growth and future innovation for banks and credit unions across the country. 
In our 15th annual report, we compiled a collection of research, observations, and contributed articles to help clarify what technologies and market forces will have a substantial impact on our banking system in the next 1-3 years. Get your copy here.


To improve PR measurement and analytics for our clients, we now offer a premium reporting option via Trendkite. The TrendKite platform automates and enhances your company's public relations reporting to provide detailed analytics coupled with visually appealing, interactive and mobile-friendly graphics.



Eliminate guesswork and visualize the true value of your PR efforts! Request a demo and find out how to integrate TrendKite into your PR program here.

2018 Trade Show Directory

2018 Trade Show Guide Cover-082679-editedTrade shows offer a unique opportunity for financial services companies to meet with clients, prospects, vendors and peers from all over the world! Trade show value can be difficult to quantify, but if you manage your time wisely, you can capitalize on what these conferences have to offer and create value for your company. 

To help you plan for the 2018 trade show season, we compiled a comprehensive list of trade shows, conferences, and events in  our 2018 Trade Show Directory. This guide highlights key events in the banking, mortgage, payments, insurance, and credit union space. Download your copy here.

American Banker 2018 Digital Banking Conference

William Mills Agency will attend the American Banker Digital Banking conference June 6-9th in Austin, Texas. This year, we've partnered with American Banker to offer our friends and agency partners a discount to the show! Use the code “WMA” to receive 15% off the current registration rates and register here.

American Banker Digital Banking Summit