In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. Dani is also responsible for implementing voice-first capabilities at TD Ameritrade, which will employ conversational AI that can communicate with advisors. Dani joined TD Ameritrade in 2012 and puts more than 15 years of wealth management knowledge to work. Dani was recently named one of the top 16 Women in Wealthtech. She loves to talk about big data, finserv start-ups, artificial intelligence, CrossFit and basketball.
Tune in to hear:
- What the top 3 emerging trends in fintech might look like in the coming years
- How technology can augment and enrich communication with a client
- What roles voice might play in fintech going forward
- Why direct indexing can be thought of as an emerging technology
- What are some of the main criticisms of direct indexing and are these valid points?
- What was a fintech trend that was predicted in the past that never came to fruition?
- What steps can be taken to ensure that AI doesn’t inherit our biases
Twitter - https://twitter.com/DaniFava_TDA
