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FinovateSpring 2016 Live Blog – Day 2

William Mills

What’s the market strategy? Fiserv is meeting that need for FIs and millennials. Industry leader Fiserv is tackling the issue account opening for Millennials. WMA does utilize a large community bank for our banking needs since of our bank of 30+ years closed (First Atlanta/Wachovia)). Tim Dubes (VP, Marketing).

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Finovate Fall 2016 Live Blog – Day 1

William Mills

I’ve heard that financial planners are having a hard time getting Millennials thinking about retirement but instead focus on short-term financial goals – homes, vacations, etc. Atlanta-based William Mills Agency is North America’s largest public relations and marketing firm in financial technology.

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