How Banks Can Compete in The Future

  • JP Nicols
  • October 28, 2013
Back in 1995 Michael Treacy and Fred Wiersema wrote a book called The Discipline of Market Leaders, and in it, they broke down the three critical stra...

Can FinTech Improve Investor Behavior?

  • JP Nicols
  • October 21, 2013
In my last post Personalized Service in the Digital World, I discussed the so-called “Robo-advisors”—the new breed of technolog...

Personalized Service in the Digital World

  • JP Nicols
  • October 16, 2013
Since my Sept. 18 post in the Investment News techconnect blog, “Financial technology trends advisers can’t afford to ignore”, ...

Finovate Fall 2013 Preview – Part 1

  • JP Nicols
  • August 14, 2013
It’s hard to believe that the Finovate Fall 2013 conference ( The Disneyland of FinTech™, as my friend Brad Leimer, the Discerning Technol...

What About the Overbanked?

  • JP Nicols
  • May 17, 2013
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 f...

A Moneyball Approach to Wealth Management

  • JP Nicols
  • April 28, 2013
Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to compete and wi...

Clients Do Not Want Help. Until They Do.

  • JP Nicols
  • November 20, 2012
(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond the Arc: Understan...

Secrets of Successful Wealth Managers

  • JP Nicols
  • November 15, 2012
Firms that succeed with affluent clients over an extended period of time do a number of things well. Through the work of my consulting firm Clientific...
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