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.
As AI becomes more deeply embedded in wealth management, many firms are deploying both internal chatbots and AI agents—but how to use each effectively can be confusing. In this session, we’ll demystify these two powerful tools, breaking down their core functions, ideal use cases, and how they can complement (not compete with) one another across the client service lifecycle.
You’ll walk away with a clear framework for:
– Understanding the differences in intelligence, autonomy, and functionality between internal chatbots and AI agents.
– Identifying which tasks are best suited for each—from simple information retrieval to complex multi-step client actions.
– Mapping AI tools to specific advisor workflows, from onboarding and CRM updates to meeting prep and follow-up.
– Avoiding common mistakes that lead to inefficiencies or missed opportunities in AI strategy.
Whether you’re an advisor looking to boost productivity or a firm leader building an AI roadmap, this session will help you deploy the right tool, in the right place, at the right time.
You’ve heard the possibilities and seen the power of AI in action—but real transformation depends on more than great technology. Success comes down to execution. In this closing panel, industry leaders will share best practices for implementing AI solutions across financial planning and wealth management firms. From aligning leadership and building internal champions, to training teams and integrating AI into daily workflows, this session will provide a roadmap for turning inspiration into adoption. Walk away with practical strategies to ensure your firm doesn’t just talk about AI innovation—it lives it.