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Financial Services

In an industry laden with obtuse and confusing jargon, customer education must be engaging and highly relevant in order to resonate. E*TRADE delivers personalized video-powered experiences during critical customer journeys, such as onboarding, in order to convey transparency and educate customers on why and how to fund their account, digital tools and services to self-serve, the tax implications of vesting, and the considerations on what to do with the proceeds.