ANNOUNCING THE TD AMERITRADE INNOVATION QUEST FINALISTS
These innovators are shaking up the world of finance.
Here's a look at the TD Ameritrade Innovation Quest finalists and the ideas
that earned them the opportunity to compete for the grand prize at the
2019 National LINC Conference.
Innovator: Derrick Wesley
Financial planning gives people a pathway to prosperity. PLAN-IT is an application that teaches financial literacy starting at an early age, to help empower communities and individuals through financial literacy.
RIA GENIE POWERED BY ALEXA
Innovator: Timothy Hooker and Brian Smith
RIA Genie will be the voice operated workflow assistant and data collection tool for RIAs, and an asset for clients that allows them to schedule appointments through voice command and get basic updates on their accounts.
Innovator: Patrick Beaudan
This app uses a machine-learning algorithm to create an early warning system that can help advisors and their clients address issues early on, leading to better relationships, more loyal customers, and potentially better outcomes.