Welcome!

Machine Learning Authors: Zakia Bouachraoui, Yeshim Deniz, Pat Romanski, Elizabeth White, Carmen Gonzalez

News Feed Item

TD Ameritrade Institutional Integrates Popular Advisor CRM Technologies With Veo® Platform

Integrations built with seven industry-leading customer relationship management (CRM) systems providers are now available to advisors through TD Ameritrade Institutional’s1 Veo® open access initiative, an industry wide-effort to deliver quality technology integrations. The Pareto Platform based on Microsoft Dynamics® CRM software, Tamarac’s Advisor CRM®, Junxure CRM and Advisors Assistant® technology platforms join the list of CRM providers currently integrated with Veo including Salesforce, Ebix and Redtail.

“Technology that helps an advisor manage a better client experience is becoming increasingly important,” said Jon Patullo, managing director of technology product management, TD Ameritrade Institutional. “By integrating data between Veo and CRM systems, advisors are now armed with a more robust CRM system that can help boost productivity, improve client service, and streamline numerous tasks so advisors can spend their time on what matters most – their clients.”

These leading CRM firms join the Veo open access network of more than 60 third-party technology providers working to improve integration of the applications advisors use in their back offices. Real-time account and client data flows seamlessly between Veo and select CRM systems, saving advisors time and providing a comprehensive view of their client relationships.

“By integrating an advisor’s CRM system through TD Ameritrade Institutional’s Veo open access effort, client data flows seamlessly between the custodian and our CRM application. Before, advisors were forced to toggle between applications and deal with inefficient workflows,” said Greg Friedman, president, Junxure. “Now, advisors have access to a tremendous amount of incorporated client data, which can save them time and improve the quality of their client service and response.”

In addition to easier access to client data, these latest CRM integrations also give advisors access to workflows designed to streamline everyday tasks including new account opening, client onboarding and data management functions. TD Ameritrade Institutional’s library of more than 40 workflows helps advisors create and implement repeatable customer service and business processes designed to save time and improve the client experience. These workflows can be customized to automate a firm’s day-to-day tasks and enable an advisor to proactively address opportunities and possible gaps in client service.

JNBA Financial Advisors based in Minneapolis, Minn., recently deployed Junxure CRM technology to replace their existing CRM product, which was not customized to the advisor industry. The firm was looking for a CRM solution to help validate that the quality of the back office software matched the level of client service being delivered. “We place a lot of emphasis on providing a consistent client experience and our technology plays a key role in making that best practice a reality,” said Larry Becker, director of operations, JNBA Financial Advisors. “Successfully integrating workflows into our CRM have helped us onboard new associates that are able to understand our processes succinctly and validate that all clients are receiving a consistent experience.”

Advisors interested in learning more about the latest technology advancements can contact TD Ameritrade Institutional at (800) 934-6124 or email [email protected].

Advisors have not received remuneration for participation in providing these testimonials. Advisor testimonials may not represent the experience of all advisors using TD Ameritrade brokerage services. The advisors mentioned are not affiliated with TD Ameritrade Institutional. More information about the advisors is available on the SEC website (www.sec.gov).

About TD Ameritrade Institutional
TD Ameritrade Institutional1 is a leading provider of comprehensive brokerage and custody services to over 4,500 fee-based, independent registered investment advisors and their clients. Our advanced technology platform, coupled with personal support from our dedicated service teams, allows investment advisors to run their practices more efficiently and effectively while optimizing time with clients.

About TD Ameritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs) have turned to TD Ameritrade’s (NYSE: AMTD) technology, people and education to help make investing and trading easier to understand and do. Online or over the phone. In a branch or with an independent RIA. First-timer or sophisticated trader. Our clients want to take control, and we help them decide how - bringing Wall Street to Main Street for more than 36 years. TD Ameritrade has time and again been recognized as a leader in investment services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more information.

Brokerage services provided by TD Ameritrade, Inc., member FINRA (www.FINRA.org) /SIPC (www.SIPC.org) /NFA (www.nfa.futures.org)

1TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a brokerage subsidiary of TD Ameritrade Holding Corporation.

Microsoft Dynamics, Pareto Platform, Tamarac, Junxure, Salesforce, Ebix, Advisor Assistant, and Redtail are separate from and not affiliated with TD Ameritrade, which is not responsible for their services, policies, or content.

Access to the Veo platform’s open access capabilities is provided as a service to financial advisors using the brokerage, execution and custody services of TD Ameritrade Institutional. TD Ameritrade is not responsible for information, opinions or services provided by a third party. In no instance should the listing of a third party be construed as a recommendation or endorsement by TD Ameritrade.

AMTD-G

More Stories By Business Wire

Copyright © 2009 Business Wire. All rights reserved. Republication or redistribution of Business Wire content is expressly prohibited without the prior written consent of Business Wire. Business Wire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

CloudEXPO Stories
Cloud-Native thinking and Serverless Computing are now the norm in financial services, manufacturing, telco, healthcare, transportation, energy, media, entertainment, retail and other consumer industries, as well as the public sector. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long development cycles that produce software that is obsolete at launch. DevOps may be disruptive, but it is essential. DevOpsSUMMIT at CloudEXPO expands the DevOps community, enable a wide sharing of knowledge, and educate delegates and technology providers alike.
Public clouds dominate IT conversations but the next phase of cloud evolutions are "multi" hybrid cloud environments. The winners in the cloud services industry will be those organizations that understand how to leverage these technologies as complete service solutions for specific customer verticals. In turn, both business and IT actors throughout the enterprise will need to increase their engagement with multi-cloud deployments today while planning a technology strategy that will constitute a significant part of their IT budgets in the very near future. As IoT solutions are growing rapidly, as well as security challenges growing exponentially, without a doubt, the cloud world is about to change for the better. Again.
Data center, on-premise, public-cloud, private-cloud, multi-cloud, hybrid-cloud, IoT, AI, edge, SaaS, PaaS... it's an availability, security, performance and integration nightmare even for the best of the best IT experts. Organizations realize the tremendous benefits of everything the digital transformation has to offer. Cloud adoption rates are increasing significantly, and IT budgets are morphing to follow suit. But distributing applications and infrastructure around increases risk, introduces complexity and challenges availability at every turn. To embrace DX and to come out on top, there are four underlying principles that should guide you. Understanding these four essentials along with their relevance and impact will elevate you to DX Hero status now. Jonathan will provide a high-level overview of these principles and how some of his organization's clients have embraced them w...
The level of trust we have with individuals, businesses, and technology affects our lives daily. This is important to remember when discussing new technologies. For example, our level of trust is a critical factor when evaluating a new technology as a potential solution for providing business value. Given the importance of trust, imagine one's reaction upon hearing that blockchain is a "trustless trust" system. On the surface, that does sound like an oxymoron. This paper discusses how "trustless trust" applies to blockchain. It will discuss the various consensus algorithms used to provide that trust, including the benefits and challenges of each. Key use case patterns will be provided as examples and what the impact of the tradeoffs between consensus algorithms.
Today's workforce is trading their cubicles and corporate desktops in favor of an any-location, any-device work style. And as digital natives make up more and more of the modern workforce, the appetite for user-friendly, cloud-based services grows. The center of work is shifting to the user and to the cloud. But managing a proliferation of SaaS, web, and mobile apps running on any number of clouds and devices is unwieldy and increases security risks. PJ Hough, Citrix Executive Vice President and Chief Product Officer, discusses improving personal productivity with an evolved approach supporting modern workstyles and simplifying IT complexities to deliver the right experience to the right user at the right time, on any device.