Kelley’s research covers APIs, artificial intelligence, and fiduciary solutions. She has been quoted in various industry publications, including Financial Advisor IQ, Investment News, and Private Banker International.
In previous roles, Kelley has worked on strategic planning for advisor-facing technology and on fixed income trading desks. Kelley also has experience is sales and partnerships, driving channel strategy, regulation, and technical projects for financial institutions.
Prior to joining Celent, Kelley was a director at Barclay Investments. She also held positions at Bank of America Merrill Lynch, as an assistant vice president in the wealth management practice and as an analyst on the fixed income institutional sales desk.
Kelley received her MBA from the McCombs School of Business at the University of Texas – Austin and her BA from Washington University in St. Louis.
December 27 2017This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product. It a…
May 23 2017This report shares ideas on how wealth managers and banks can implement new AI technology to reap the benefits of new digital customer touch poin…
April 30 2017
Celent studies products that make compliance with the DoL Fiduciary Rule simpler and more efficient. Vendors covered include Broadridge, Fi360, I…
March 07 2017
This report discusses natural language processing applications in wealth management, focusing on how cognitive agents and chatbots are deployed t…
30 January 2018
Webinar: 8:00 AM San Francisco | 11:00 AM New York | 4:00 PM London, United StatesIn this Celent webinar, Celent Analyst, Kelley Byrnes, explores factors that have led to an increase in open APIs and API-powered platforms in we…