07.13.22 | Shannon Rosic

Summary:

Investment managers and advisors are all about balancing their clients’ needs while striving to provide a superior level of service.

But, what role does technology play when it comes to providing clients with personalized, outcome-oriented advice? Managers must develop the agility to customize products and services without amplifying operational cost and complexity.

In this episode, Will Trout, the Director of Wealth Management at Javelin Strategy & Research, joins Shannon Rosic to unpack the challenges and opportunities around personalized delivery of advice and how technology can augment the entire experience.

Will discusses:

  • His areas of expertise within the wealth management industry
  • How to achieve the optimal level of client customization and personalization
  • Using technology to balance service and scale
  • Portfolio management trends
  • The role of direct indexing in the marketplace

Resources:

WealthStack Conference

Connect with Will Trout:

LinkedIn: Will Trout
LinkedIn: Javelin Strategy & Research
Javelin Strategy & Research

Connect with Shannon Rosic:

shannon.rosic@flyerft.com
LinkedIn: Shannon Rosic
Twitter: @ShannonRosic
Flyer Financial Technologies
LinkedIn: Flyer Financial Technologies
Twitter: Flyer_FT

About our Guest:

William Trout is a thought leader in North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise in platform automation; portfolio management and optimization tools; data capture, storage, and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

An authority on digital advice delivery, 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 client gatherings.

Before joining Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high-net-worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.

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