New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

About this update from Toronto-dominion Bank

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience /* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER } Canada NewsWire Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice TORONTO, Oct. 20, 2025 /CNW/ - Today TD Bank Group ("TD" or "the Bank") announced its new Wealth Virtual Assistant, a GenAI Knowledge Management System ("KMS") built by the Bank's Layer 6 team. The new tool represents a significant step in modernizing how colleagues access information, enabling faster support for clients. The new KMS – the first-of-its-kind for TD Wealth – provides colleagues with a fast and efficient way to access relevant internal policies and procedures. Colleagues can prompt questions and quickly find answers without searching through multiple systems, enabling colleagues to spend more time delivering personalized advice and help strengthen client relationships. "The launch of the Wealth Virtual Assistant marks a major step forward in modernizing how we support our colleagues and clients at TD Wealth," says Sara Thomson, Senior Vice President, Wealth National Office at TD Wealth. "As expectations for exceptional client service continue to rise, we're equipping our colleagues with best-in-class tools to help them deliver even greater value to our clients." The Wealth Virtual Assistant will enable: Improved Operational Effectiveness: Colleagues can get clear, concise answers and relevant resources instantly – helping them respond to client needs faster.Increased Accuracy: The new KMS system is designed to deliver accurate information the first time it's prompted, helping colleagues respond to clients quickly and with confidence.Enhanced User Interface: The KMS delivers an intuitive experience, making interactions smoother and more efficient. Colleagues can also share feedback directly through the tool to help support ongoing enhancements."Harnessing AI is central to how we're building a simpler, faster, and more efficient TD," says Luke Gee, Chief Analytics & AI Officer, TD Bank Group. ...

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