Automation is freeing the advisor from rote tasks. Explore the degree to which next-generation technology will help to scale wealth management functions and the thinking and reach of the advisor.
William Trout, Head of Wealth & Asset Management, Celent
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 and asset 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.