Case Study: TD Ameritrade achieves higher retention and greater long-term customer value with SundaySky Onboarding SmartVideo

TD Ameritrade - Customer Case Study

TD Ameritrade sought to improve engagement with early-stage customers during the critical 90-day onboarding period to create a strong first impression and drive long-term value. New brokerage, IRA and rollover account holders needed clear guidance on funding, ACH setup, trading platforms and education—especially around the seventh day after account opening when outreach is most effective.

SUNDAY SKY produced an Onboarding SmartVideo delivered by email on day seven that educates new investors on funding options, ACH setup, trading tools and learning resources. The solution boosted customer experience, increased retention and long‑term customer value, and lowered care costs.

TD Ameritrade