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Private banking

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

Best Ideas from the Best of the ABA

March 17, 2012 by JP Nicols

After exploring my inner geek the week before at the Microsoft Research TechFest2012 and the GeekWire Summit, it was time to put the pinstripes back on this past week (figuratively, at least) as I headed to Scottsdale for the American Bankers Association Wealth Management Conference. There were more suits and ties and fewer jeans (and […]

Filed Under: Leadership, Miscellany, Practice Management Tagged With: American Banker Association, David Kelly, Financial services, Joseph Michelli, leadership, Private banking, Richard Bernstein, SunGard

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