Case Study: T. Rowe Price increases 529 college savings contributions with SundaySky SmartVideo Platform

T. Rowe Price - Customer Case Study

T. Rowe Price wanted to drive higher contributions and stronger engagement among holders of its 529 college savings plans for beneficiaries aged 0–18, improving retention and loyalty while deepening digital adoption and customer experience.

Using SundaySky’s SmartVideo Platform, T. Rowe Price deployed personalized video stories—tailored by beneficiary age, time-to-college, and lifecycle moments (e.g., birthdays, year-in-review)—via email and the account portal seven days after customers join. The campaign increased savings contributions, lifted digital adoption, enhanced the customer experience, and delivered a positive brand impact.

T. Rowe Price