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Letter from the President 


Let me be frank, sometimes when I’m asked to write something I’m not always that “jazzed” to do so – this, however, is a glaring exception. If you only check in with us for the newsletters, this is a good one because early in the year we published Bankers As Buyers and The Financial Trade Show Directory, both of which are highly consumed by our readers (and they are free).

We also have links to some video testimonials or case studies from our clients: Ron Herman of Sionic Mobile, Keith Brannan of Kasasa and Matt Riley of Jack Henry & Associates. Since I was there when we shot the videos, I was extremely proud to hear what they had to say, but equally impressed at how easily they spoke on camera about the relationships they have with WMA. All of them have promising second career options on TV if they choose to do so.

Finally, a few months back, we discovered a Raleigh, N.C.-based data company called Sageworks, and were excited to see that they feature bank and credit union intelligence. Not only do they provide performance data, but detailed contact information as well, so if you are selling to FIs and want to better stratify and target sales and direct marketing efforts, this subscription service may be of value. 

If you made it this far, thank you for letting me share some of the early 2017 highlights with you.

Best regards,


Scott Mills


New Agency Case Studies 

Read or Watch our new case studies to learn why clients chose WMA for PR and Marketing services.

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Read or Watch Our New Case Studies

Fintech Media Updates

  • New Publication: Tearsheet, a modern media publication focused on the disruption of traditional finance by fintech. @tearsheetco
  • Tana Tymesen's is no longer with SourceMedia. @TanaTymesen
  • Hal Bundrick is the new staff writer at NerdWallet. @NerdWallet @HalMBundrick
  • Jacob Passey is now at MarketWatch, reporting on money-saving strategies, investing, and housing. @jepassy @MarketWatch

Sageworks Bank and Credit Union Data


William Mills Agency can now refer interested clients to Sageworks, a provider of accurate contact information for over 30,000 C-Level banks and credit union executives.

With their platform Bank Information, you can

  • Build unlimited custom call and email lists sorted by bank and credit union metrics and geography
  • Easily analyze performance trends for all U.S. depository institutions
  • Produce sophisticated peer reports in minutes using the Excel Add-In
  • and more.

"Bank Information is a great tool to help companies increase sales and better target banks that fit their ideal client," said Scott Mills, President of William Mills Agency.

To learn more about Sageworks, click here to contact us for more information. 

Click Here to  Learn More About Sageworks

New Agency White Papers

Bankers as Buyers 2017 and the 2017 Financial Trade Show Directory are now available for download. 

Bankers as Buyers 2017

BAB_2017-12.pngA free report focused on the ideas and concepts from leading industry analysts, banking consultants and financial technology professionals that focus on key trends impacting the financial industry this year.

Major themes for 2017:

  • Customer Experience
  • Mobile Banking 
  • Fraud Prevention and Security
  • Channel Integration
  • Future Innovation

Click here to download.


2017 Financial Trade Show Directory

2017_TradeShowDirectory_Cover.pngA detailed directory providing the information you need for trade shows in a user-friendly format with hyperlinks to key event information. It is compiled by month and industry sectors.

Industry sectors include:

  • Banking
  • Credit Unions
  • Insurance
  • Mortgage
  • Payments
  • User Conferences

Click here to download.