Will's research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise on automated advice delivery, data analytics and segmentation, retirement investments, the use of digital tools and wealth management platform technology. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.
An authority on the robo advisory business, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and the Wall Street Journal. He is also a frequent speaker at industry conferences and keynotes client gatherings.
Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team. Earlier responsibilities during his 10-year tenure included national leadership positions in the communications, planning, and investments areas. Previously, William worked in a marketing capacity for a boutique investment management firm with interests in Latin America.
William holds an AB from Harvard College and a MSc from the Norwegian School of Management in Oslo. He is fluent in Spanish, German, French, and English.
8 March 2019Banks are looking to data analytics and visualization tools to better inform their decisions. These tools must become more friendly to the nontec…
12 February 2019Wealth managers are using data analytics and visualization tools to inform advisor decisions and pinpoint client needs. These tools must become m…
26 November 2018An understanding of compliance as the sine qua non of wealth management client onboarding is being supplanted by an awareness of the potential fo…
28 September 2018Clients view investments they hold within an institution as a whole, not in terms of separate brokerage, trust, and bank channels. This report lo…
3 April 2019
Chicago, ILWill Trout will be a Keynote on at this year’s Online Broker Summit on 4/3/2019. The Online Broker Summit brings together leaders and experts of…
6 - 9 May 2019
Will Trout will be a Keynote at this year’s Fiserv Forum 2019 on 5/6/2019. Forum 2019 is the premier fintech conference that brings together the…
21 March 2019
New YorkWill Trout will be attending this year’s 4th New York Family Office Fintech Summit 2019 on 3/21/2019. The adoption of cutting-edge technology is…
19 November 2018 08:30 - 12:00 AST (07:30 EST, 12:30 GMT, 13:30 CET)
120 Bremner, Suite 800, Toronto M57 0A8, CanadaOverview Join us for this exclusive, invitation-only event.Senior executives from leading financial institutions will discuss the emerging impact…
25 March 2019It’s something online-only banks compete on: Slapping attractive interest rates on their savings accounts to woo you. But in recent months, your…
22 February 2019Full Article
25 November 2018The old way of doing business involved cobbling together a lot of different point solutions that rarely worked together seamlessly, Trout explain…
4 October 2018Reflecting the polarized political climate of the country, one impact investing robo advisor says it has a new screen to satisfy client demand: A…