Comment on 9 of 10 Banks Are Mulling an Overhaul of Their Operating Models,...
[...] reference a recent American Banker article cited a KPMG survey that said 9 out of 10 banks were considering a major overhaul of their strategy, and that 40% said that wealth management was...
View ArticleComment on More Than Any Other Industry, FinTech Needs Accelerators |...
[...] peers are consumerizing the mundane administrative aspects of life to strong success. Billgaurd seamlessly checks your bank statements for fraud, fees and unwanted recurring payments. Dotloop [...]
View ArticleComment on The Convergence of High Tech and High Touch in Wealth Management...
[...] The Convergence of High Tech and High Touch in Wealth Management (jpnicols.com) [...]
View ArticleComment on The Convergence of High Tech and High Touch in Wealth Management...
[...] affluent families who have no shortage of financial services options, and as I have written previously, they too can find a variety of services to borrow, hold, invest and move money without the...
View ArticleComment on When the Affluent Become the Unbanked by Frank Rauscher
I previously asked “What does the average customer do to get “Good financial advice” from a bank when the bank has no duty other than Caveat Emptor? I have not seen a recommendation yet. Is there one?
View ArticleComment on When the Affluent Become the Unbanked by Patrice Peyret
I run Plastyc, a company having developed a prepaid-based platform to provide web + mobile alternative to DDAs. There is indeed a part of the population which is “angry-banked” rather than un-banked or...
View ArticleComment on The Convergence of High Tech and High Touch in Wealth Management...
[...] is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch list for accelerating the convergence of high tech and high touch, and one that should have been...
View ArticleComment on The Convergence of High Tech and High Touch in Wealth Management...
[...] is in the books. The Best of Show winners includedMoneyDesktop, one of the companies on my watch list for accelerating the convergence of high tech and high touch, and one that should have been...
View ArticleComment on Social and Channels and Brands, Oh My! by Demystifying Social...
[...] messages –but first, ask yourself a key question (and one that we have discussed here before): Are you repainting the walls, when you have a serious crack in the foundation? Share this:Share on...
View ArticleComment on …and They Don’t Hire Advisors Very Well Either by They Can Always...
[...] also: …and They Don’t Hire Advisors Very Well, Either. Share this:Share on TumblrDigg Pin ItEmailPrintLike this:LikeBe the first to like [...]
View ArticleComment on The Convergence of High Tech and High Touch in Wealth Management...
[...] The Convergence of High Tech and High Touch in Wealth Management (jpnicols.com) [...]
View ArticleComment on Social and Channels and Brands, Oh My! by Demystifying Social...
[...] No matter what business you’re in, it’s likely you are dealing with these basic issues. A social media presence won’t make them go away, and poor social media practices will make them worse....
View ArticleComment on Remember When Laptops Revolutionized Financial Services? by...
[...] project. Several months ago our CEO JP Nicols wrote a post on his personal blog entitled “Remember When Laptops Revolutionized Financial Services?“, and the punchline, was “Me [...]
View ArticleComment on The Valley of Despair and the Exodus of Talent by Technology is No...
[...] of real value. In another post, JP wrote about Gartner‘s ‘hype cycle’ and the valley of despair (aka “Trough of Disillusionment”) as the gravity of reality pulls adopters from the [...]
View ArticleComment on Banker Jones and the Last Crusade: Is Wealth Management the New...
[...] Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail? (jpnicols.com) [...]
View ArticleComment on Welcome to My New Era by Jim Marous
Subtle changes with same great header and smile. Keep up the great work on Twitter and Clientific
View ArticleComment on Five Leadership Lessons From The Godfather by MintedPoker Bonus
It’s actually a nice and helpful piece of information. I’m glad that you just shared this useful information with us. Please keep us up to date like this. Thank you for sharing.
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