William Trout

Director, Securities & Investments

Areas of expertise:

Advisor Trends, Blockchain/DLT, Client Engagement and Reporting, Cloud, Core Systems, Custody, Customer Onboarding, Data and Analytics, Digital Content Marketing, Digital Transformation, Environmental, Social and Governance (ESG), Equities Market, Fee-Based Business and Separately Managed Accounts, Financial Wellness, Insurance/Independent Broker-Dealers, International Private Banking, Internet of Things, Know Your Customer (KYC), Lending and Related Technologies, Life and Annuity, Machine Learning and AI, Practice Management, Product Distribution/Wholesaling, Registered Investment Advisors (RIAs), Regulations, Retail Clearing and Custody, Wealth Management in the Banking Channel

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.

Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.

An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.

Will holds a Bachelor of Arts from Harvard College.