Banking / Retention & Loyalty

T Rowe | Price Retention and Loyalty

T. Rowe Price leverages SundaySky's video-powered experiences at moments of choice to help 529 college savings account holders realize the potential of their accounts. By delivering individualized information at various touch points along the college savings journey, T. Rowe Price helps account holders in feeling the satisfaction of goals met, and maximizes customer retention and loyalty.

Benefits

  • Increased savings contributions
  • Lift in digital adoption
  • Enhanced customer experience
  • Positive brand impact

Audience

New & existing 529 account holders with beneficiaries aged 0-18

Touchpoints

7 days after customer joins account portal

Channels

Email & customer account portal

Customer

T. Rowe Price

Industry

Financial Services

Solution

Retention & Loyalty

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