050 - TD Ameritrade Alexa Skills: Brevity, Levity, and Familiarity - Dani Fava

Beetle Moment Marketing Podcast

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5y ago 21:00

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Guest: Dani Fava, Director, Institutional Innovation, TD Ameritrade. Voice technology 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.

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!

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.

Full show notes coming soon!

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