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Future of Investing

In play for customer data, TD Ameritrade rolls out Twitter trading bot

Since many TD Ameritrade customers are active Twitter users, the Twitter trading bot is an engagement tool
TD Ameritrade's Twitter trading bot helps the company understand customer behavior patterns, data that can be used for personalized experiences and recommendations

Suman Bhattacharyya | February 12, 2018

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Business of Fintech, Future of Investing

Fintech CEOs are generally optimistic for the year's second half.
Logan Allin, founder and managing partner at Fin Capital, outlined fintech CEOs' key objectives and strategies to mitigate the effects of high interest rates on funding and valuations.

Sara Khairi | August 06, 2024

Future of Investing, The Quarterly Review

Leif Abraham, co-CEO and co-founder of Public dives into how the firm is planning on adapting to changing investor sentiments and behaviors.
Currently Abraham is busy integrating the firm's AI assistant into their investment flow and building new products that better cater to modern portfolios.

Rabab Ahsan | July 15, 2024

Future of Investing, Keys to growth

Data company Ascent worked with two investors in the CUSO and credit union space to go to market targeting credit unions.
We spoke to the firm's CEO as well as with investors from the Reseda Group and TruStage Ventures about how they built a collaborative ecosystem to help portfolio companies.

Zachary Miller | June 14, 2024

Future of Investing, The Quarterly Review

Seth Wunder, President and CFO at Acorns dives into how the firm is putting its most recent consumer research to work in building and marketing Acorns products.
Acorns' strategy is a combination of providing lateral support through financial education as well as evolving product mixes through acquisition of firms like GoHenry.

Rabab Ahsan | May 23, 2024

Future of Investing, Member Exclusive

Greenwood Invest particularly opens doors to stocks and ETFs for Black and Latino consumers who already use Greenwood’s Spending and Savings accounts.
Co-founder and CEO, Ryan Glover, shares how the road to profitability can be more challenging for digital banks owned or led by minorities.

Sara Khairi | December 19, 2023