TD Private Client Wealth | Cloud Kings in Wealth Management: An Insider's View
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
6 March 2023
We spoke to Ken Thompson, Head of Shared Services, TD U.S. Wealth, about his firm's experience of using cloud to transform both the advisor and end-user experience. TD used Salesforce to remove friction points and help colleagues be more effective by reengineering disparate processes to eliminate the advisor's "swivel-chair" effect as they undertook various activities. Ken shares his views on what makes a great advisor experience, what it takes to eliminate redundancy, and the steps required to implement change.
Précis (1:43) (Click "View this Webinar")
Long Interview (15:14) (Click Video Link)*
*Client Access Only