JP Nicols is the CEO and founder of Clientific, a consulting firm that helps financial institutions and FinTech firms improve performance and accelerate growth. He has more than 20 years of experience in banking and wealth management as an advisor, manager and senior leader.
Bankers as Buyers is an annual collection of research, observations and articles about what technology, solutions and services U.S. bankers will buy in the coming year. It includes commentary and contributions from leading industry analysts, banking consultants and financial technology professionals. The survey is available for free download at https://www.williammills.com/news/resources/
Here, JP discusses his contribution to Bankers as Buyers concerning bank technology and wealth management. He discusses ways technology can be used to enhance the client advisor relationship.