TD Ameritrade Launches AI-Driven Bot for Messenger
22 August 2017 - 10:30PM
Business Wire
TD Ameritrade clients can now access their
accounts directly through Facebook Messenger
TD Ameritrade1 is bringing financial market updates, investor
education and client account access to retail investors through
Facebook Messenger. TD Ameritrade’s chat bot for Messenger – driven
by artificial intelligence (AI) technology and backed by live
client service support – gives retail investors one more way to
access the markets and their investments where they are, when they
need support, and in the most natural conversational way.
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Connecting with TD Ameritrade on Facebook
Messenger (Photo: Business Wire).
“We live in incredible times – not just the flurry of new
technologies, but the way those technologies are changing behaviors
and lives,” said Vijay Sankaran, chief information officer for TD
Ameritrade. “Consumers are interacting with companies in more ways
than ever before, and it is incumbent upon us to constantly strive
to meet and exceed our clients’ expectations in new ways.”
TD Ameritrade’s bot for Messenger is a true co-bot experience,
augmented by human support. Client support specialists can
intervene in multiple ways. Or, at any time, clients can
proactively connect with a person.
“Our goal is to use the power of technology to make finance more
personal,” continued Sankaran. “When it comes to something as
personal as money, people often have complex questions that only a
human can answer. But, they also have lots of questions about
simpler things, like where to find an IRA statement or how to reset
a password, and AI gives an intelligent assistant that can answer
those things anytime, anywhere. This allows our employees to focus
on the human element, while our technology can make the simpler
things just that – simple.”
The launch is part of the company’s larger conversational
commerce strategy. To speed up execution and delivery of these new
consumer-facing capabilities, the Company has built an underlying
engine powered by AI that can ultimately be applied to a variety of
client interaction points with little additional development. TD
Ameritrade’s bot for Messenger is powered by the same underlying
engine used for its Amazon Alexa skill, which launched last
year.
The Company is currently building out additional features and
functionality for its Alexa skill, and has plans to add basic
trading features and more to its bot for Messenger.
"In everything we develop, we ask, ‘How is this adding utility,
but also delight, to people’s lives?’” Sankaran continued. “We want
to build relevant technology that makes people’s lives better.”
To access the experience, consumers can simply connect with TD
Ameritrade on Facebook Messenger.
About TD Ameritrade Holding CorporationMillions of
investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (Nasdaq:AMTD) technology, people and
education to help make investing and trading easier to understand
and do. Online or over the phone. In a branch or with an
independent RIA. First-timer or sophisticated trader. Our clients
want to take control, and we help them decide how — bringing Wall
Street to Main Street for more than 40 years. TD Ameritrade has
time and again been recognized as a leader in investment services.
Please visit TD Ameritrade’s newsroom or www.amtd.com for more
information.
1TD Ameritrade, Inc. (“TD Ameritrade”) is a broker-dealer
subsidiary of TD Ameritrade Holding Corporation. Brokerage services
provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org)
/SIPC (www.SIPC.org)
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TD Ameritrade Holding CorporationFor Media:Christina
Goethe, 201-369-8510Corporate
Communicationschristina.goethe@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Investor
Relationsjeffrey.goeser@tdameritrade.com
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