May 29, 2014
- Director, Technology Product Management, TD Ameritrade Institutional
“We look to the entrepreneurship and ingenuity of third-party technology providers to deliver new and innovative ideas together with us. We work with them in idea creation and to deliver choice, flexibility, and efficiency to our mutual clients.”
This past month, we once again corralled the industry’s most innovative minds at our 5th annual Veo® Open Access Technology Summit in Dallas, TX. The goal for the two-day event was to collaborate with industry-leading third party technology providers on how to continue to provide meaningful integrations to advisors.
One of the topics we discussed was the upcoming release of the Veo dashboard, a unified technology experience that will enable advisors to maximize the efficiency of their existing technology and allow them to spend more of their time serving clients. New features of the dashboard were presented to the attendees to obtain their feedback on how to best finalize development for the rollout of the platform later this year.
The attendees also participated in breakout sessions on various topics from improving workflow and data transfer to marketing and access to client portals. The insights gained were plentiful and have given us new ideas to help us improve our current offerings. Bringing the vendors together to dig deep into pertinent topics helps us gain a holistic view of the opportunities that are out there and enables us to find solutions that work for the vendors, the advisors who use the applications, and for TD Ameritrade.