Case Study: E*TRADE boosts account funding with personalized video onboarding from SundaySky

E*TRADE - Customer Case Study

E*TRADE needed a more engaging way to educate new customers in a complex financial services environment, where confusing jargon can make onboarding and account funding difficult to understand. The company partnered with SundaySky to improve customer education around funding accounts and using digital tools.

SundaySky implemented personalized video onboarding experiences for E*TRADE to explain transparency, funding steps, tax implications, and what to do with proceeds. The result was a significantly higher funding rate and initial funding amount, along with lifts in net new assets and average annualized revenue.

E*TRADE