I am a partner at financial institution consulting firm Bank Solutions Group and the founder and CEO of Clientific, an innovation and research firm that helps financial and FinTech firms improve business performance and accelerate revenue growth.
I am also the co-founder of the Bank Innovators Council, a membership organization by bank innovators for bank innovators that helps support, promote and facilitate innovation within and amongst its member banks. We provide opportunities for members to pool their resources to develop and test new ideas outside of the day-to-day demands of their existing businesses, and in ways they could not do alone.
I spent 20+ years in the banking industry as a senior leader, a manager and as an advisor to high net worth families. Despite spending much of my career at publicly traded firms, I have always been a “serial intrapreneur”, and most of my work involved doing things that hadn’t been done before.
I am also the founder and chair of the Wealth Management Executive Forum, a networking group of seasoned wealth management industry executives.
I served on the Advisory Board of Balance Financial, a social enterprise fintech software platform that helps personal finance professionals engage and collaborate with clients and other professionals. Balance was successfully sold to TaxAct in October 2013.
Unless reposted or otherwise noted, everything here is my own work and my own opinion, and it is copyrighted with all rights reserved.
I love to help professionals and organizations find their own inner greatness, and I speak, train, coach and mentor every chance I get. Follow these links to learn more about some of my speaking and mentoring experiences.
I invite you to join the conversation.
- JP Nicols, CFP®