TD AMERITRADE Background Offering investing and trading services for 12 million client accounts totaling more than $1 trillion in assets and custodial services for more than 7,000 independent registered investment advisors, TD Ameritrade has always taken a client-centric approach. This philosophy translates to the adoption of new technology, and when it comes to automation, whether it’s speed or quality benefits, it’s all about elevating the customer experience. “TD Ameritrade is always looking for ways to improve the client experience. There were business processes in the middle and back office that tended to be very manual and led to longer than desired delays in processing of client requests. Hyperscience came in at an opportune time to help us provide quicker and higher

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