TD Ameritrade announces launch of AI-powered Content Intelligence Platform

Maria Nikolova

The platform harnesses AI to provide customized learning experiences for clients, and to recommend content based on clients’ behavior.

TD Ameritrade Holding Corp. (NASDAQ:AMTD) has announced the launch of its Content Intelligence Platform (CIP) for financial education. The platform harnesses the capabilities of artificial intelligence (AI) to provide customized learning experiences for clients, organizing and categorizing TD Ameritrade’s educational content, and recommending content based on clients’ behavior.

Lee McAdoo, managing director, Investor Education at TD Ameritrade, explained that “TD Ameritrade’s library of education content includes nearly 500 videos, 7 courses and more than 2,000 articles. But, we also know investors have limited time and evolving expectations, so we’ve created a customized, curated experience that will meet clients at any stage of financial fluency, enabling them to become smarter, faster.”

Starting today, TD Ameritrade’s education center will curate the most popular content, based on overall viewership numbers. And, as a client uses various types of educational content, the platform will learn that client’s preferences and start suggesting related articles and videos. The Content Intelligence Platform will continue learning and evolving — later this year, the platform will also have the capability to pull demographic information voluntarily provided by TD Ameritrade clients, such as age and marital status, to suggest more relevant content.

The launch of the AI-driven Content Intelligence Platform underlines a number of other initiatives harnessing the capabilities of AI. For instance, in August this year, TD Ameritrade announced the launch of an AI-powered chatbot for Facebook Messenger for Singaporean investors.

TD Ameritrade Singapore Pte. Ltd. brings US financial market updates, investor education, research and trading to its retail investors in Singapore through Facebook Messenger. The solution, powered by artificial intelligence (AI) technology and backed by live client service support – provides local retail investors one more way to access the US equity markets and their investments.

With regard to investor education, let’s recall that, last year, TD Ameritrade Media Productions Company launched the TD Ameritrade Network, a streaming financial news and education broadcast channel offering real-time market analysis.

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