Connections Made Simple Via Automated Advice: The Power of AI in Wealth Management
Machine learning enhancements are freeing the advisor from rote tasks. Explore the degree to which AI represents a logical next step in the development of automated advice, helping to scale asset management functions and the thinking and reach of the human advisor
William Trout leads Celent's global Wealth Management practice. His research centers on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, the use of digital tools and wealth management platform technology. An authority on the robo advisory business, William has been widely quoted in Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.
Prior to Celent, William was head of product and segment development for affluent and high net worth customers at BBVA Compass. He holds an AB from Harvard College.