Celent Roundtable | Banking in the Digital Age

Toronto
Monday, November 19, 2018
Speakers



Stephen Greer
Senior Analyst
Banking
Celent
  Stephen focuses on retail banking trends, with an emphasis on fintech startups, emerging technology, and digital transformation. He has worked with some of the largest banks in the US and globe to influence digital strategies and identify opportunities in the space. Prior to his current home in New York, Stephen was based out of Madrid, concentrating on issues related to banking across Europe. Stephen’s recent consulting work includes: market entry strategy for a global financial services vendor, market opportunity assessment for large tier 1, and digital transformation strategic assessment for large tier 1 bank. Stephen has been a frequent speaker at large conferences such as CARTES Paris, American Banker’s Retail Banking Conference, and Cumbre Financiera Panama, as well as at industry roundtables and vendor events. He has been quoted in publications such as Forbes, The San Francisco Chronicle, American Banker, Banking Exchange, and others. 
     

Daniel Latimore
Senior Vice President,
Banking
Celent
  Daniel W. Latimore, CFA, is the Senior Vice President of Celent’s Banking group and is based in the firm’s Boston office. His areas of focus include the banking ecosystem, digital and omnichannel banking, and innovations. Underlying each area is a keen interest in consumer behavior, innovation, and technology-enabled strategy. Dan has been widely quoted in the press, including the Wall Street Journal, American Banker, Boston Globe, CNBC, and CNBC Europe. He is a frequent speaker at industry conferences and client gatherings, having addressed audiences ranging from intimate meetings with CEOs and central banks to keynote conference speeches in more than a dozen countries. He led research groups at Deloitte and IBM, worked in industry at Merrill Lynch (where he lived in New York, Tokyo and London) and Liberty Mutual, and was a consultant at McKinsey & Co.
     

William Trout
Senior Analyst,
Banking

Celent 
  William Trout is a senior analyst in Celent’s Wealth Management group. His 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. 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. Prior to joining BBVA Compass, William worked in a marketing capacity for a boutique investment management firm with interests in Latin America. William is a cofounder of the Bank Innovators Council and has spoken at multiple conferences and seminars.

 

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