Director, Advice & Wealth Management Technology
Vanguard
Dan Bell leads data science and engineering for Vanguard's Advice & Wealth Management division. A core part of his role is applying artificial intelligence (AI) to improve financial outcomes for investors, across domains including portfolio construction and financial planning.
He has 17 years of experience in applying big data technologies and AI in financial services globally, including several years as a senior leader with Deloitte.
This session examines how agentic AI—AI that can take autonomous actions within set guardrails—can deliver hyper-personalized experiences at scale.
Panelists will explore how these systems generate tailored recommendations, streamline ongoing portfolio maintenance, personalize communications, and adapt to client goals in real time.
The discussion will also address implementation considerations such as data readiness, model oversight, compliance requirements, and how to ensure advisors remain in control.
Attendees will learn how agentic AI can become a powerful differentiator for firms aiming to deliver bespoke service efficiently and responsibly.