Artificial Intelligence

‘They’re highly active’: Inside TD Ameritrade’s integration with WeChat

  • TD Ameritrade's innovation strategy aims to break down barriers.
  • The investment firm launched a chatbot for WeChat.
close

Email a Friend

‘They’re highly active’: Inside TD Ameritrade’s integration with WeChat

 


subscription wall for TS Pro

0 comments on “‘They’re highly active’: Inside TD Ameritrade’s integration with WeChat”

Artificial Intelligence, Banking, Innovation, Partner, Podcasts

Temenos CPTO Barb Morgan on measuring ROI, step by step modernization, and AI-enabled banking

  • Temenos CPTO Barb Morgan reveals how financial institutions are shifting from viewing AI as just a chatbot solution to embracing it as a collaborative "side-by-side agent" that enhances human interactions while navigating complex regulatory requirements.
  • The conversation delves into how banks are finding success with modernization by taking a modular approach rather than complete overhauls and how codesigning approaches aid in building more bank-centric products and processes.
Zack Miller | February 13, 2025
Artificial Intelligence, Banking, Partner Content

How AI is disrupting financial services and how companies can respond — with Publicis Sapient CEO, Nigel Vaz

  • Publicis Sapient CEO, Nigel Vaz, shares how AI is reshaping finance, from wealth management to mortgage lending.
  • Vaz highlights how banks with strong data foundations are outpacing competitors—accelerating digital transformation, cutting costs, and unlocking new growth opportunities.
Zack Miller | February 06, 2025
Artificial Intelligence, Banking

Meet ‘Ruth’: TruStone Financial’s rethinks its CX strategy with chatbot

  • What makes TruStone Financial's chatbot, Ruth, a helpful tool for credit union members?
  • We explore TruStone’s hurdles before launching chatbot Ruth, post-implementation results, and areas where the CU can improve.
Sara Khairi | January 16, 2025
Artificial Intelligence, Business of Fintech, Designing new products, Innovation

Looking back and moving forward: 2025 trends for Open Banking and Gen AI

  • Dive into how Open Banking and Gen AI impacted the industry in 2024 and how we think adoption is going to fare in 2025.
  • Adoption for both Open Banking and Gen AI is gaining momentum. Open Banking is spurred on by rulemaking and Gen AI is still riding the hype cycle.
Rabab Ahsan | January 07, 2025
Artificial Intelligence, Designing new products, Future of Investing, The Quarterly Review

The Quarterly Review: Public’s Leif Abraham on three new products, simplification, and AI-washing

  • In this edition, we check back in with Public's Leif Abraham to see how his plans to build towards guided portfolios and AI integrations in the investment flow panned out.
  • Abraham dives into how Public's new products are helping the company differentiate and crystalizing its role in the industry.
Rabab Ahsan | December 10, 2024
More Articles