About Threshold | FIM
Launched in October 2013, Threshold took the multifamily vertical by storm, quickly becoming one of the top go-to agencies across the country. Threshold now touts two verticals: Real Estate Marketing (REM) and Financial Institution Marketing (FIM), with FIM being supported by close to 100 years of both FI and marketing experience and over 100+ active clients in the FI space.
Over the years, our THeam of designers, developers, digital strategists and client success managers have helped create a marketing ecosystem that supports clients across North America. It’s the results-based marketing system that keeps our clients coming back year-over-year.
SOME INTERESTING FACTS
FI's
CAMPAIGNS
ANNUAL MEDIA SPEND
CREATIVE GENIUS
Our Services
DIGITAL MARKETING
Our award-winning team is here to ensure your financial institution's marketing is in good hands. From awareness to lead generation, Threshold | FIM is the #1 choice.
CREATIVE MARKETING & BRANDING
It's time you harnessed our years of marketing experience to generate leads, build loyalty and expand your reach via our stunning design, compelling copy and savvy content marketing.
PROMOTIONAL PRODUCTS
Carefully curated products that are perfect for new accounts or to show your appreciation of your higher net-worth customers. Promotional products keep your financial institution top of mind in your market.
WEB DESIGN
We deliver websites that aren't just aesthetically pleasing, they're specifically optimized to drive real results for your FI. Contact us today to learn more about our website products.
DIRECT MAIL & PRINTING
Sometimes, your full cycle campaign requires strategies that are tried and true, including direct mail or other print-based strategies. We ensure your messaging, offline and on, are in sync and collaborative.
MARKETING STRATEGY
We are here for you to ensure all obstacles are tackled and no stone is left unturned. Our expert team will allow you more time to focus on your business from day one.
Meet our Team
Meet the Threshold | FIM THeam. With years of experience working within marketing and FIs, we are here to help with whatever marketing strategy needs or deliverables you may have.
Billy Wilkinson CEO
With over 25 years of driving real success for clients, Billy utilizes his financial institution experience, including consulting directly with community banks and credit unions, coaching and sales success. He was the Senior Vice President of BancVue (now Kasasa) when Kasasa was launched, in charge of consulting, cross-sells, FI performance, data, training, and process improvement. With a MBA in Banking and Financial Institutions, Billy is the captain leading Threshold | FIM.
Ana Valdez Director, Accounting
Ana joined Threshold in 2018 as the Director of Accounting. With a background in advertising and marketing for over 21 years, her experience proves invaluable for our clients. Away from the office, Ana enjoys quality time with her husband and 3 children.
Jen Maufrais Kelly VP, Operations
Through collaboration and leadership, Jen contributes to Threshold's growth and the success of our clients with a focus on Operations, Creative, and THeam Culture. Her passion for organizational success continues to drive both internal and external wins for our THeam and our Clients.
Gabriel Sheridan Digital Marketing Manager
Gabe has a Bachelor of Business Administration with emphasis on Marketing from the University of Texas at San Antonio. Digital Marketing & Social Media professional with expertise directing digital marketing strategies and initiatives to promote brand building, and revenue-focused activities.
Abby Browning Digital Marketing Manager
Abby holds a B.S. in Communication Studies from the University of Texas at Austin. She has 12 years of marketing experience managing everything from social media, to email marketing, to digital marketing campaigns. At Threshold, Abby is responsible for leading a team with a focus on digital strategy and innovation that drive results for our clients.
Jenny Paul Client Success Manager
With over 10 years of fintech-specific experience in marketing customer success, Jenny is excited to help Threshold's clients grow their brand and client base. She's an agency veteran, having worked with major brands like the US Army and General Motors. In her spare time, she runs a glamping site with her husband. She enjoys traveling as much as she can with her family and 2 young kids.
Dylan Newton Digital Production Designer
Dylan is an ambitious Digital Production Designer who has a passion for creating digital content for various industries. After graduating college from Lamar University in Beaumont Texas, Dylan moved to Austin to further his career in marketing, and his passion in portrait photography.
David Tupua Manager, Paid Search
David earned his Bachelor’s in Marketing from Grand Canyon University. He is passionate about driving success through digital media campaigns and has experience managing both SEO and PPC campaigns for clients of all sizes across various industries.
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