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Will Trout
Head of Wealth Management & Asset Management at Celent

Profile

William Trout is head of wealth management at Celent, a global research and advisory firm. He is an industry thought leader on North American technology strategy and innovation in the wealth and asset management industries, with particular expertise on platform technology, portfolio management, analysis and optimization tools; data capture, storage and analytics; and robotic process automation and AI.

Will is also an authority on digital advice and has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal.

Prior to joining Celent, William was head of product and segment development for affluent at BBVA USA and a member of BBVA Group’s Global Private Banking management team. He holds an AB from Harvard College.

Agenda Sessions

  • Panel: Surviving and thriving in the era of hyper-personalization: Next generation strategies for acquiring new customers and building brand loyalty

    1:35pm