The fifth annual gathering of the industry's top technology minds on April 27 & 28 in Dallas, Texas.
At TD Ameritrade’s fifth annual forum of top tech thinkers and leaders, innovators and innovations are identified for changing the future of the wealth management business.
Rarely would you find competing providers of customer relationship management, financial planning and portfolio management technology seated at the same table – let alone on the same side of the table.
TD Ameritrade Institutional recognized six firms with their inaugural 'Veo Integrated Awards'
[MUSIC] [MUSIC] This is our fifth annual RAA industry technology
summit, and we're really proud to be able to host
this. We bring together some of the technology leaders from
across our industry. Different disciplines, different types of software and
so on and so forth, cuz we recognize the power
of collaboration. We're already in the fastest segment in financial
services, which is the REA business, and we recognize that
if we can make advisors' lives easier, then we can,
you know, continue to accelerate the momentum in the space
and expand the size of the pie so advisors go
out and collect more assets. I felt very privileged and
fortunate to be in the room during some of the
sessions. To really sit back and listen to what's top
of buying for some of these technology vendors, and to
better understand what some of the challenges that they face
as they're trying to deliver a better experience for advisors
was amazing to see a level of collaboration. And see
people really roll up their sleeves and wanna dig in
and solve these issues. Your house holding was one that
kept coming up. How do we solve this issue across
the industry in a broad format? So that was something
was very interesting. You know, we spend a lot of
time listening to our clients, and it's very helpful for
us to also spend time listening to our partners in
this industry, which are some of these great leaders that
are here with us today. Folks from Orion, Black Diamond.
You know, Grendel money guy pro, juncture, really industry leaders
that are really setting the bar for, for the space.
So we're real excited to bring them all together roll
up our sleeves and and collaborate on how we can
deliver a better experience. So after the meeting what we
do is we debrief with the team to identify what
are the things we heard. And what were some of
the common themes, what are the top issue that were
addressed, and what were some of the solutions that actually
came about as a result. We'll identify follow-up items, you
know, we'll identify, you know, what comes, you know, the
sequencing of how we're gonna tackle these issues, and a
lot of things will actually go back to our advisors.
And say, "Hey, this came up at, you know, our,
our industry technology summit. What are your thoughts on this?
How do you prioritize this in your business from a
level of importance for us to, to work on solving
this challenge." So we get so many great jumping off
points to solve some of these big problems as a
result of the great collaborative dialogue that takes place here.