Paving the way

TD Ameritrade is a pioneer in the Western financial services industry, becoming the first U.S. brokerage firm to open a WeChat Official Account and mini-program.

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The future of financial services is now on WeChat

ACT FASTER & SMARTER

Clients today expect personalized outreach, insights, and goal-based planning — delivered the moment they want it, on the platform of their choice. Chatly enables you to reach Chinese consumers where they are – WeChat. Send them automated, yet targeted messaging featuring the latest industry intelligence, or answer their more complex questions with 1-to-1 customer service.

Provide the best service

Supercharge advisor productivity and create stronger client relationships by delivering personalized services via WeChat. Agents can manage up to 10 chats at a time and all conversations are tagged and tracked in Chatly.

Protect your data & stay compliant

Your two biggest concerns – eliminated. Chatly stores the data from your WeChat mini-programs on our secure, encrypted servers. We work with a number of leading financial services companies, meaning we understand China’s complex regulation ecosystem and will help you avoid any potential missteps.

Leading brands from around the world use

Chatly to optimize their  WeChat  presence

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