William Mills Agency, the nation’s leading fintech public relations and marketing firm, has published a new issue of its Bankers as Buyers™ Research Highlight & Expert Panel report exploring how small businesses evaluate their banking relationships and what financial institutions can do to become and remain their primary provider. Download the free Bankers as Buyers Research Highlight & Expert Panel here.
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Bankers as Buyers Research Highlight & Expert Panel
This research highlight examines findings from the ProSight Small Business Outlook and features expert commentary from leaders across banking, consulting and fintech. Drawing on survey data from 600 U.S. small business owners, the panel explores how banking priorities evolve as businesses grow, the importance of trusted advisory relationships, channel preferences and the factors that influence loyalty and switching behavior.
The agency invited seven thought leaders to weigh in on the implications of the survey’s findings:
- Isio Nelson, Managing Director at ProSight
- Mac Thompson, CEO & Founder at White Clay
- Stephen Curry, CEO at Endurance Advisory Partners
- David Eads, CEO at Vine
- Will Tumulty, CEO at Rapid Finance
- Sarah Koulogeorge, Director of Business Development at Casca
- Keith Riddle, CEO at Payfinia
“The research makes it clear that what earns a small business relationship isn’t always what keeps it,” said Scott Mills, president & COO at William Mills Agency. “As businesses grow, they place greater value on trusted advice and deeper banking relationships. This expert panel provides valuable perspectives from industry leaders on how financial institutions can adapt to those changing expectations and strengthen long-term customer relationships.”
About William Mills Agency
William Mills Agency is North America’s leading fintech public relations and marketing firm. The agency has established its reputation through the successful execution of media relations, marketing services and crisis communications programs. The company serves clients ranging in size from small start-ups to large, publicly traded companies. For more information, please visit https://www.williammills.com/.
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