In-App Chat Delivers Live Mobile Support and Educational Tools to TD Ameritrade Clients
August 03 2015 - 8:30AM
Business Wire
TD Ameritrade continues to drive innovation by
being the first broker to launch In-App mobile support
TD Ameritradei clients are proving that mobile access to their
investment portfolios is very much a part of staying engaged with
the markets and making trades – with a 124 percent increase in
trading on mobile devices in just two years. To meet the needs of
this fast-growing investor segment, TD Ameritrade has launched
In-App Chat, connecting clients to the support they need, when and
where they need it.
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TD Ameritrade's In-App Chat (Credit: TD
Ameritrade)
A pioneering customer service feature, In-App Chat allows
clients to share screens and receive live support without toggling
to another app or website or having to call customer support, and
it is not available from any other brokerage or financial services
firm.
“TD Ameritrade leads the industry with great service – in this
year’s Barron’s review, we were rated #1 Broker for Service and
Education. And we’re committed to innovating our service offering
as technologies evolve,” said Nicole Sherrod, managing director of
trading at TD Ameritrade. “The launch of In-App Chat is
indicative of this commitment. We continue to find new ways to
deliver clients the support and education they need, in the channel
of their choice, and provide a frictionless trading
experience.”
How In-App Chat Works
- Once inside the Mobile Trader App,
clients can connect with a TD Ameritrade service
representative—allowing them to troubleshoot and resolve issues and
answer questions right in the app—making investing quicker, easier
and more accessible.
- Clients can text with a service
representative, tour features and deliver feedback about the
app.
- If a client experiences difficulties
navigating the app, he or she can share their screen with the
service representative, who can highlight touch points in the app
to help the client navigate.
- Security and privacy are key. Screen
sharing only allows a service representative to see the Mobile
Trader application. Push notifications, photos and personal data
are not visible and the client can end the chat at any point with
the push of a button.
- Clients can also jump to different chat
rooms and take advantage of conversations and information available
through the thinkorswim platform. They
can interact directly with one person, or with many.
TD Ameritrade is pioneering a client trading experience in which
mobile and desktop technologies are fully integrated. In-App Chat
Support functions seamlessly between Mobile Trader and TD
Ameritrade desktop applications. So if a client needs to leave
their house or office, they can take the conversation with
them.
“In-App Chat is just one of the latest examples of how we are
leveling the playing field for individual investors and using
technology to break down barriers,” added Sherrod.
The feature is currently available for TD Ameritrade’s Mobile
Trader app on iOS. An Android application is in development and
expected to launch in the fall.
For the latest TD Ameritrade news and information, follow the
Company on Twitter, @TDAmeritradePR.
View Complete Barron’s 2015 Online Broker Survey
Source: TD Ameritrade Holding Corporation
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 40 years. An
official sponsor of the 2014 and 2016 U.S. Olympic and Paralympic
Teams, 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)
i TD Ameritrade, Inc. (“TD Ameritrade”), a broker-dealer
subsidiary of TD Ameritrade Holding Corporation (NYSE: AMTD)
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version on businesswire.com: http://www.businesswire.com/news/home/20150803005481/en/
TD Ameritrade Holding CorporationFor Media:Beth Evegan,
201-369-5930Communications & Public
Affairsbeth.evegan@tdameritrade.com@TDAmeritradePRorFor
Investors:Jeff Goeser, 402-597-8464Investor Relations &
Financejeffrey.goeser@tdameritrade.com
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