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5 Tips to Find True Innovators | Inc.com

June 11, 2012 by JP Nicols

The Keys to Hiring Effective Innovators  1. Intellectually Restless: Great innovators get a thrill out of defining a bold vision and then wrestling with the data, insights, barriers, and opportunities to unlock what needs to be true to get there. 2. Inspiring Rather Than Convincing: Applicants who come from traditional consulting are often proficient at […]

Filed Under: Bank Innovation, Leadership, Practice Management Tagged With: Financial services, fintech, innovation

9 of 10 Banks Are Mulling an Overhaul of Their Operating Models, KPMG Survey Finds – American Banker Article

June 6, 2012 by JP Nicols

Soul-searching is Job 1 at a lot of banks. That’s the takeaway from a KPMG survey of more than 100 bankers due out Wednesday. Nine out of 10 banks said that they have re-examined, are in the process of re-examining or will re-examine their operating models, according to an advance copy of the survey results. […]

Filed Under: Leadership, Practice Management Tagged With: Financial services, wealth management

Move Over Entrepreneurs, Here Come The Intrapreneurs – Forbes

May 31, 2012 by JP Nicols

An intrapreneur is someone who has an entrepreneurial streak in his or her DNA, but chooses to align his or her talents with a large organization in place of creating his or her own. To the classic entrepreneur this may be puzzling, but to what I think is a growing class of 21st Century “employees,” […]

Filed Under: Leadership Tagged With: Entrepreneur, Financial services, innovation, Intrapreneurship

Two Surefire Ways to Irritate Your Customers

May 24, 2012 by JP Nicols

This is my shortest post ever. I have sat in numerous financial services conference sessions over the past several days as I try to contemplate all of the ways that the megatrends of  social, mobile, analytics and cloud might impact the future of the client-advisor relationship. One of the biggest things for me is to […]

Filed Under: FinTech, Practice Management, Wealth Management Advice Tagged With: Business, Financial Planning, Financial services, fintech, Marketing, Private banking, wealth management

Social and Channels and Brands, Oh My!

May 23, 2012 by JP Nicols

Hopefully readers can forgive me if I sometimes seem a little disjointed in my writings. I attend wealth management conferences and find myself the only person talking about digital marketing, social media and engaging clients across multiple delivery channels. Then I attend social media and financial technology events and find myself the only person talking […]

Filed Under: FinTech, Leadership, Practice Management Tagged With: Booz & Company, Brand, Financial services, fintech, Private banking, Ron Shevlin, Social media

Finovate Spring 2012 Recap

May 14, 2012 by JP Nicols

Sorry to take a little while to get this posted, but I had an important Mothers Day post to write. Last week I attended the fifth annual Finovate financial technology conference in San Francisco. This year’s event was the largest yet, with nearly 1200 entrepreneurs, bankers, investors, analysts and FinTech fans experiencing 63 product demos […]

Filed Under: FinTech Tagged With: Financial services, Finovate, fintech, Merchant Services

Congratulations Finovate Spring 2012 Winners!

May 9, 2012 by JP Nicols

Congratulations to the Finovate Best of Show winners (in alphabetical order): All in all a great show, and I enjoyed meeting lots of great people as I explore the intersection of leadership, advice and technology. More of my impressions and my personal favorites coming soon. BehavioSec BillGuard Dwolla iQuantifi MoneyDesktop Personal Capital SoMoLend 

Filed Under: FinTech Tagged With: Business, Financial services, Finovate, Finovate Best of Show, fintech

Finovate Spring 2012 Preview

May 7, 2012 by JP Nicols

This week I will be back in San Francisco attending the Finovate Spring 2012 financial innovation conference. Finovate is a two-day showcase of the newest financial and banking technology innovations from both established companies and startups. Short company demos of just seven minutes each are presented in back-to-back blasts, and no slides are allowed, so presenters […]

Filed Under: FinTech Tagged With: Banking Services, financial innovation, Financial services, financial technology, Finovate, fintech, San Francisco

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