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.
New & existing 529 account holders with beneficiaries aged 0-18
7 days after customer joins account portal
Email & customer account portal
T. Rowe Price
Retention & Loyalty