Banking / Welcome & Onboarding

TD Ameritrade | Welcome and Onboarding

TD Ameritrade uses SundaySky’s video-powered experiences to improve engagement with early-stage customers. By delivering individualized experiences at moments of consideration, TD Ameritrade helps new customers understand capabilities, platforms, and digital resources to better manage their investments, thereby creating positive brand impressions and long-term value.

Benefits

  • Higher retention rates
  • Greater long-term customer value
  • Customer experience impact
  • Lower care costs

Audience

New brokerage, IRA, or rollover investment trading account holders

Touchpoints

Seventh day after a new account is opened

Channels

Email

Customer

TD Ameritrade

Industry

Banking

Solution

Welcome & Onboarding

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