New Digital Wealth offering to expand and enhance Escalent’s financial services portfolio

San Francisco, Dec. 2, 2020 — Javelin Strategy & Research, part of the Escalent family, today announced the expansion of its industry-leading financial services research and insight capabilities with the addition of a new wealth management offering. The Digital Wealth practice is led by the newly appointed industry expert, William Trout.

Javelin’s Digital Wealth practice provides clients with actionable insights into industry trends through comprehensive research reports, consulting engagements, in-depth white papers, live and virtual presentations and other bespoke resources to help clients assess their strategic positioning and grow their business. It complements the Cogent Syndicated offerings that are the industry’s most trusted source of brand and path-to-purchase research.

Trout joins Javelin with nearly 20 years of financial services experience and is a recognized thought leader, sought-after speaker and authority on technology strategy and innovation. He has particular expertise advising clients in digital advice delivery, platform automation, AI development, portfolio management and optimization, data capture, storage and analytics.

“The launch of this new practice allows our financial services teams to work together closely to offer our clients deeper, more engaging counsel,” said Christopher Barnes, chief product officer and managing director of Escalent’s financial services division. “Javelin’s expanded digital wealth expertise complements the insights our clients already trust and rely on from Cogent Syndicated Together, we offer the most robust financial services insights and advice in the industry.”

“Having someone as knowledgeable and insightful as Will join the team is exciting and will add to our established and comprehensive financial services offering,” said Jacob Jegher, president of Javelin Strategy & Research. “His experience and insights have already made a meaningful impact on the work we’re doing every day to help our clients navigate technology strategy and digital transformation.”

The first report issued by the Digital Wealth practice, 2021 Wealth Management Trends, provides an overview of challenges and opportunities facing wealth managers in 2021. In the report, Trout underscores the emergence of the digital experience as the differentiator between wealth management propositions. He cites increased personalization of advice and the democratization of the traditional client base as other important industry trends.

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About Javelin
Javelin Strategy & Research, business unit of Escalent, helps its clients make informed decisions in a digital financial world. It provides strategic insights for financial institutions, government, payments companies, merchants, fintechs and technology providers. Javelin’s independent insights result from a rigorous research process that assesses consumers, businesses, providers, and the transactions ecosystem. It conducts in-depth primary research studies to pinpoint dynamic risks and opportunities in digital banking, payments, fraud & security, lending, and wealth management. For more information, visit Follow us on Twitter and LinkedIn.


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