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RETAIL REPORT: TD Ameritrade Launches AI-Driven Content Intelligence Platform for Investors

Traders Magazine Online News, October 24, 2018

John D'Antona Jr.

TD Ameritrade1(Nasdaq: AMTD) today announced the launch of its Content Intelligence Platform (CIP), becoming the first in the financial services industry to design a CIP specifically for financial education. The platform leverages artificial intelligence (AI) to provide customized learning experiences for clients, organizing and categorizing all of TD Ameritrade’s educational content, and recommending content based on clients’ behavior.

“We believe education is absolutely critical to investing,” said Lee McAdoo, managing director, Investor Education at TD Ameritrade. “That’s why 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.”

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.

Investors are increasingly tech-forward and they expect financial solutions that feel personal, empowering, fast, and simple. In the latest research conducted for TD Ameritrade, “The Tech Effect” almost half of investors say technology has made managing their finances simpler (46 percent) compared to three years ago. And nearly 90 percent of investors say they find experiences like Amazon and Netflix that use AI and machine learning to offer suggestions based on past behavior useful.

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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