Banking / Retention & Loyalty

T. Rowe Price | 529 College Savings

T. Rowe Price leverages SundaySky's SmartVideo Platform to educate 529 college savings account holders to contribute more to their beneficiaries' savings portfolios. Personalized video stories vary based on the beneficiary's age, length of time before starting college, and significant touch points in the customer lifecycle, such as the beneficiary's birthday or the account holder's year in review.

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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