Banking / Welcome & Onboarding

TD Ameritrade | Account Holder Onboarding

TD Ameritrade set out to improve the way they engage with early-stage customers. The start of new client relationships is critical to drive a positive brand impression and long-term value. As part of a comprehensive 90-day onboarding program, TDA incorporated their first Onboarding SmartVideo to educate new investors on funding options, ACH setup, trading platforms and education resources to better manage their investments.

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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