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“How TD Ameritrade Uses AI To Hear The Voice Of The Customer” – Forbes

Jul 17, 2019

by Thomas H. Davenport and Randy Bean – TD Ameritrade has been garnering considerable public attention these days, much of it due to the high-profile television ad campaign known as “The Green Room.” The ads feature bearded actor Jim Conway calmly talking to investors including the young married couple, the busy mom, and singer Lionel Ritchie about their investment goals. The advertising campaign, which has been running since 2017 and was developed by the firm Havas New York, shows the “approachable Green Room guy” listening without judgment and engaging in discussion about finances and investing goals in “everyday language.”

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