Luncheon with William Trout, Celent

Join Us For Lunch with William Trout

Topic From AI to API: How Technology Will Transform the Advisory Practice
Date Thursday, November 15, 2018
Time 11:30am – 1:00pm
Location The University of Texas Club
2108 Robert Dedman Drive
Austin, TX 78712
Speaker William Trout, Head of Wealth and Asset Management Research, Celent, a division of Oliver Wyman

From AI to API: How Technology Will Transform the Advisory Practice

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 and Asset Management Research
Celent, a division of Oliver Wyman

William Trout heads the wealth and asset management practice for Celent, the research arm of Oliver Wyman. His research centers on technology strategy and innovation in the securities and banking industries. He has particular expertise on automated advice delivery, emerging 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.

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