Voice is a powerful medium for a relationship-centric business like wealth management. In fact, one of the Flash Briefings that Dani Fava launched, TD Ameritrade for Advisors, just won the Custodians: Thought Leadership category of the 2019 Wealth Management Industry Awards. This daily briefing provides RIAs (Registered Investment Advisors) and financial advisors with tips on running their business and helping clients invest.
Play it everywhere:
TD Ameritrade for Advisors is the award-winning Flash Briefing Dani Fava launched for RIAs and financial advisors (Institutional)
Hear about Dani's experience launching Alexa Flash Briefing skills for TD Ameritrade. With apps across voice assistants like Alexa and Google on both on the institutional and brokerage (retail) sides of their business, TD Ameritrade is a leader in voice for the banking category. And as Director of Innovation, Dani is leading that charge!
Dani Fava, Director, Institutional Innovation, TD Ameritrade
Plus Dani shared one financial advisor’s emotionally moving story about how the TD Ameritrade Alexa skill empowered a longtime client to once again feel control over her finances through voice.
TD Ameritrade Alexa Skill features market updates, account summary, and place a trade
Powerful Banking and Trading Skill: TD Ameritrade is the first company ever to create an Alexa Skill where you can place trades with just your voice.
You can enable the skill and get started by saying, “Alexa, ask TD Ameritrade…”
Stay updated on the markets, and after you link your TD Ameritrade account, get updates on your balances, positions, and more.The TD Ameritrade skill provides quotes for all U.S.-traded stocks, ETFs, mutual funds, and major U.S. indices, which amounts to over 75,000 securities.
Latest news: TD Ameritrade announced that it has launched a new Google Assistant Action to complement their existing Alexa skill.
Starting today, once authenticated, TD Ameritrade clients can simply ask their Assistant by saying ‘Hey Google, check my TD Ameritrade portfolio’ to gain insight into their current holdings, hands-free,” according to the announcement.
The new Action offers a number of features such as:
Ask for a market update
Find out how a sector (such as Technology) is doing
Get your account balance
Find out how your portfolio is performing
TD Ameritrade launched a new Google Action in September 2019
Get in Touch with Dani Fava:
Twitter: @Dani_FavaTDA
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