How a US based financial services giant is changing the face of real time investor education using AI

By Ajay Ravi, March 1, 2019

Emerging technologies promise to reform markets in what many are calling the Fourth Industrial Revolution. Technologies are developed and deployed to solve multiple hurdles faced every day, and have caused rapid societal shifts. Along these lines, pioneering next-gen client support services as part of WeChat marketing automation platform, WeChatify has helped US based financial services giant, TD Ameritrade to ease real time market updates and investor education using WeChat.

TDA Blog

After the successful launch of its first WeChat experience in Hong Kong in August, TD Ameritrade is now bringing investor education, financial market updates, and research to retail investors in the United States through WeChat. Powered by artificial intelligence (AI) and backed by WeChatify’s live client service support, users can now do their research, access the markets and get real-time customer support through WeChat. TD Ameritrade is the first U.S. brokerage firm to launch this kind of service on WeChat.

TD Ameritrade now joins an ever growing list of renowned brands that are already using the power of WeChatify's scale and unparalleled features to enhance customer engagement and service. This brings incomparable convenience and accessibility to financial investors across the globe using WeChat to get real time market updates. Users can connect with the official account of TD Ameritrade on WeChat using the QR code below:

TDA Blog QR code

By connecting with TD Ameritrade through WeChat, users can:

  • Get updates on U.S. markets, currencies, sectors, indices and futures
  • Get a quote, track company trends or events
  • Learn about investing with educational materials and get answers to frequently asked questions
  • Use WeChat’s unique ‘Shake’ feature to help discover and watch relevant education content
  • Check account balances and positions
  • Chat with an automated agent or a live agent at any time of the day
  • Set up proactive push notifications
  • Access TD Ameritrade’s Mini Program within the WeChat platform to seamlessly open a TD Ameritrade account
  • Locate a nearby TD Ameritrade branch and schedule an appointment with a financial expert
  • Users can similarly connect with TD Ameritrade through other third-party platforms including Facebook Messenger, Amazon Alexa, Apple Business Chat and Twitter Direct Message

The possibilities & opportunities from a AI powered chatbot are endless. WeChatify’s strategic advisors continue to monitor automation possibilities across emerging technologies around WeChat and look forward to being the go-to resource for WeChat solution delivery!

Get to know more about how WeChat marketing automation is changing the face of marketing campaigns & advertising.

Travelling outside China? See how WeChat can ease your travel!


WeChat Marketing Chat Automation in WeChat

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