Charles Schwab’s CEO, COO and Head of Adviser Services presented details to analysts on how the TD Ameritrade merger is...
As online financial services expand, marketers are seeking new ways to get in front of their customers; Facebook Messenger chatbots are one example and TD Ameritrade is taking full advantage of this source; it has launched a Facebook Messenger chatbot that gives customers instant updates on their portfolios and trades; the firm has worked through a number of security and encryption issues and is now offering one of the industry's leading Facebook Messenger chatbot services. Source
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With more customers being active on Twitter, TD Ameritrade sees an opportunity to better engage and so they are rolling out a Twitter trading bot; the bot allows traders to execute trades, get market updates and look at educational content; this rollout follows the recent release of the Facebook messenger bot last August; using social media within trading has become a wider trend in the wealth management community as advisors look to cater to younger investors. Source.
TD Ameritrade has transformed the way they communicate internally by switching from email to Slack; the switch has led to...
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