JP Nicols Video on Wealth Management for Bankers As Buyers 2013

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

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.

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  • zahra says:

    I’m going to do a research about banking & you may have good information to help me but I couldn’t download your interview! Is it some thing wrong with it?

    • admin says:

      Hi Zahra, Thank you so much for your interest. When you fill in the information for Bankers as Buyers, you get an email sent to your address and the email contains the link. It is highlighted in blue and it will then take you to the pdf. If it is not showing up for you, I will be more than happy to send the pdf again.

      Thank you!

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