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  5. TD Private Client Wealth | Cloud Kings in Wealth Management: An Insider's View

TD Private Client Wealth | Cloud Kings in Wealth Management: An Insider's View

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6 March 2023
Dan Latimore

We spoke to Ken Thompson, Head of Shared Services, TD U.S. Wealth, about his firm's experience of using cloud to transform both the advisor and end-user experience. TD used Salesforce to remove friction points and help colleagues be more effective by reengineering disparate processes to eliminate the advisor's "swivel-chair" effect as they undertook various activities. Ken shares his views on what makes a great advisor experience, what it takes to eliminate redundancy, and the steps required to implement change.

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Long Interview (15:14) (Click Video Link)*

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