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bank innovation

Bank Innovation Panel: New Product Strategies

March 12, 2013 by JP Nicols

On Monday March 18 I will be moderating a panel on New Product Strategies & Possibilities at the Bank Innovation 2013 conference in San Francisco. The panel will discuss best practices to promote innovation in product management from a variety of perspectives from within and without the banking industry. That’s a topic I have been spending quite […]

Filed Under: Bank Innovation Tagged With: bank innovation, future of wealth management, wealth management 3.0

Preview: Bank Innovation 2013

March 7, 2013 by JP Nicols

I am looking forward to the Bank Innovation 2013 conference March 18-19 in San Francisco. I will see more than a few old friends and hopefully make some new ones as some of the best and brightest minds in the industry Explore the Future of Customer Experience in banking. On Monday afternoon I will moderate […]

Filed Under: Bank Innovation Tagged With: bank innovation, future of wealth management

Reimagining Bank Product Design in the Experience Economy

February 21, 2013 by JP Nicols

When B. Joseph Pine II and James Gilmore wrote a book called “The Experience Economy,” they built on the work of Alvin Toffler (“Future Shock”) and others on the value of creating experiences. They cited Disney, Starbucks, Nordstrom and other leading brands as examples. Pine and Gilmore argue– and I agree– that our economy has […]

Filed Under: Bank Innovation, FinTech, Practice Management, Strategy, Wealth Management Advice Tagged With: bank innovation, future of wealth management, innovation, product innovation, wealth management innovation

Honors for Innovative Wealth Management Companies

February 19, 2013 by JP Nicols

My friends and former colleagues at U.S. Bank’s Ascent Private Capital Management recently won “Best Newcomer- Private Wealth Manager” and was highly commended for “Best Multi-Family Office- Client Service- Over $2.5 Billion” in the 2013 Private Asset Management  (PAM) Awards in New York. Congratulations to the entire team! ___________________________ Separately, Fast Company listed “The World’s Top […]

Filed Under: Bank Innovation, Wealth Management Advice Tagged With: bank innovation, future of wealth management, innovation

FinovateEurope 2013 Best of Show Winners

February 14, 2013 by JP Nicols

By Jim Bruene on February 13, 2013 4:24 PM Our third FinovateEurope wrapped up a few hours ago. At the end of each of the two jam-packed days, the London audience voted for their favorite three demos. The top eight overall were named Best of Show (see notes). The winners (in alphabetic order): Credit-Agricole for its app store where it is […]

Filed Under: Bank Innovation Tagged With: bank innovation, Finovate, fintech, innovation

Wealth Management Innovation: Finovate Europe Preview

January 30, 2013 by JP Nicols

My friends from Finovate are taking the show back to London February 12 & 13, this time extended to two days to fit in 64 innovative companies. Here are a few sneak previews of companies I will be watching relevant in the wealth management, PFM and investing space. (via post show videos, though I will again be there […]

Filed Under: Bank Innovation Tagged With: bank innovation, Finovate, wealth management innovation

Five Shifts that Define the New Era for Wealth Management

November 6, 2012 by JP Nicols

Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past are now at best ineffective, and completely irrelevant in some cases. Advisors and firms serving affluent clients must adapt […]

Filed Under: Bank Innovation, Leadership, Practice Management Tagged With: bank innovation, wealth management, wealth management 3.0

Best Ideas From Bank Innovation 2012- Part 1

April 2, 2012 by JP Nicols

Last week I attended the Bank Innovation 2012 Conference in San Francisco. I met a lot of great people and picked up some new ideas. Here’s what stuck out for me (in a good way): What Is “Banking” Today?  A Debate on the Future “We need to marry the online experience to the real world […]

Filed Under: FinTech, Leadership, Practice Management, Wealth Management Advice Tagged With: bank innovation, BankSimple, financial innovation, Financial services, fintech, ING Group, Jeff Stephens, Josh Reich, PerkStreet Financial, Shawn Budde, Wells Fargo, ZestCash

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