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TD Securities taps Layer 6 and OpenAI to deliver real-time equity insights to sales and trading teams


TD Securities rolled out an AI assistant for its equity sales and research teams. The goal is to bring assistants and agents throughout the bank.

TD Securities CIO Dan Bosman told VentureBeat that the virtual assistant’s primary goal is to help front-office equity sales and traders gain client insights and research. Turning energy into a strategic advantage Architecting efficient inference for real throughput gains Unlocking competitive ROI with sustainable AI systems “With patent-pending optimizations in prompt engineering and dynamic few-shot examples retrieval, we successfully achieved the business’s desired performance through context learning,” Bosman said.

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