Case Study: TD Ameritrade scales secure collaboration across 10,000 employees with Slack

TD Ameritrade scales secure collaboration across 10,000 employees with Slack

TD Ameritrade, a large retail brokerage with over 12 million client accounts and nearly 10,000 employees, needed a modern digital workplace to break down inbox silos, improve information access, and support secure, mobile collaboration at enterprise scale. Leadership wanted a tool that integrated with existing systems, met strict security requirements, and could help the company pivot quickly during major events like a merger or the sudden shift to remote work.

TD Ameritrade adopted Slack as its central hub, using public channels, integrations (Office 365, Webex), and a custom BetterBot to automate routine support. Within six months email volume fell 30% while Slack activity surged (millions of messages), company announcement readership rose to 99%, BetterBot answers ~2,500 questions/week, earnings prep shrank from three weeks to a few short meetings, and the company transitioned nearly 10,000 staff to remote work in ten days — all with secure, mobile-first collaboration.

TD Ameritrade

Justin Valente

Director of Messaging, Mobile and Collaboration Engineering