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...

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...

New Partners, New Capabilities

  • JP Nicols
  • April 8, 2013
I founded Clientific because I saw two huge opportunities in financial services. The first is helping financial institutions address the mas...