JP Nicols

I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay tuned for my unique recap and thoughts from the largest Finovate ever. As usual, there were several companies focused on improving access and service to the so-called underbanked– those who are priced out of...
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Great post from Finovate ahead of the kickoff tomorrow morning. Click here to read the original post. Stay tuned for my notes and observations.The post What to Expect at Finovate Spring 2013 appeared first on Affluent Strategies by JP Nicols.
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Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to compete and win against the big budget competition. Before the financial crisis, a “Field of Dreams” approach worked– if you built it, they would come. An environment of deregulation, falling interest rates, a rising stock...
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Wealth management firms are increasingly turning to financial technology (FinTech) to enhance the client/advisor relationship, not just deliver self-service tools. It’s about time. That very subject is a prominent theme on this blog, and it comprises a lot of the work I do for financial services and FinTech firms. Ernst & Young’s recent report Enhancing...
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I founded Clientific because I saw two huge opportunities in financial services. The first is helping financial institutions address the massive shifts that are defining a new era of wealth management, and the second is finding new ways to leverage financial technology to drive bank innovation. Today I am pleased to announce two exciting new developments...
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On Monday March 18 I will be moderating a panel on New Product Strategies & Possibilities at the Bank Innovation 2013 conference in San Francisco. The panel will discuss best practices to promote innovation in product management from a variety of perspectives from within and without the banking industry. That’s a topic I have been spending...
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I am looking forward to the Bank Innovation 2013 conference March 18-19 in San Francisco. I will see more than a few old friends and hopefully make some new ones as some of the best and brightest minds in the industry Explore the Future of Customer Exp...
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Update: badge has been sold. Thank you! I have a $1,150 SXSW Interactive Badge for sale for $750, a $400 discount. I am offering a SXSW Interactive badge to my readers at a loss. My cost was $867 ($742 earlybird purchase price +$125 change fee) I was so excited to attend SXSW Interactive that I...
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Update: badge has been sold. Thank you! I have a $1,150 SXSW Interactive Badge for sale for $750, a $400 discount. I am offering a SXSW Interactive badge to my readers at a loss. My cost was $867 ($742 earlybird purchase price +$125 change fee) I was so excited to attend SXSW Interactive that I...
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When B. Joseph Pine II and James Gilmore wrote a book called “The Experience Economy,” they built on the work of Alvin Toffler (“Future Shock”) and others on the value of creating experiences. They cited Disney, Starbucks, Nordstrom and other leading brands as examples. Pine and Gilmore argue– and I agree– that our economy...
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