TD Bank Group recently announced the launch of its new Wealth Virtual Assistant, a generative AI Knowledge Management System (KMS) developed by the Bank’s Layer 6 team. The innovative tool marks a major milestone in TD Wealth’s modernization journey, offering a new way for colleagues to access internal information and policies.
By streamlining how employees find answers, the assistant enables them to provide quicker, more informed support to clients and dedicate more time to personalized financial guidance.
TD Wealth SVP, Wealth National Office, Sara Thomson, said, “The launch of the Wealth Virtual Assistant marks a major step forward in modernizing how we support our colleagues and clients 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.”
TD Bank Group Chief Analytics & AI Officer Luke Gee added, “Harnessing AI is central to how we’re building a simpler, faster, and more efficient TD. The Wealth Virtual Assistant is a clear example of how we’re translating that strategy into action to improve how we work, deepen client relationships, and help drive sustainable growth through digital leadership and our in-house capabilities.”
Designed as the first KMS of its kind within TD Wealth, the system delivers instant, accurate, and relevant responses to employee queries. It also enhances operational efficiency, boosts confidence in the accuracy of information, and introduces an intuitive, user-friendly interface. Colleagues can also share feedback directly within the tool to support continuous improvement.
The launch builds on TD’s broader investment in AI-driven transformation, showcasing how the Bank is turning research into tangible, real-world applications. The Wealth Virtual Assistant is part of a growing suite of seven AI-powered virtual assistants being rolled out across TD by year-end.
Supported by TD’s secure cloud migration, the initiative aligns with the Bank’s TD Invent strategy towards purposeful innovation that drives progress for both colleagues and clients in an evolving financial landscape.