TD Ameritrade Case Study
Deployed advanced behavioral targeting and financial intent modeling to capture high-intent prospects actively researching wealth management and retirement planning solutions.
TD Ameritrade launched comprehensive lead generation campaigns targeting affluent professionals transitioning from self-directed trading to wealth management advisory services. With a $2.84M campaign budget over 75 days, the campaign prioritized lead quality targeting high-net-worth individuals seeking professional financial guidance.
Campaign Overview and Strategy
The precision lead generation strategy encompassed:
- Audience Targeting: Targeted Non-Financial Users to reach consumers exploring professional financial advisory services for the first time. Applied Personal Finance and Investment/Trading from Interest-Based targeting to capture prospects actively researching wealth management transitions.
- Sequential Lead Nurturing: Implemented multi-stage campaigns guiding prospects from retirement planning education through advisor consultation to qualified lead conversion.
- Educational Content Strategy: Positioned comprehensive financial planning resources emphasizing 401k rollovers and retirement income strategies for prospect qualification.
- Geographic Market Focus: Concentrated on metro markets with high financial services adoption including Chicago, Dallas, Seattle, Denver, and Atlanta.
Results
- Qualified Leads Generated: 15,247 pre-screened prospects
- Total Lead Value: $4,600,000 in potential advisory service revenue
- Total Impressions: 28.4 million across financial publications
- Form Completion Rate: 12.3% above industry benchmarks
Why It Worked
- Behavioral Precision: Targeting users actively researching wealth management topics resulted in 45% higher lead quality scores compared to demographic targeting alone
- Life Stage Alignment: Focusing on career transition phases captured prospects with immediate advisory needs and significant asset accumulation
- Educational Lead Magnets: Offering comprehensive retirement planning guides and tax strategy resources attracted serious prospects while qualifying their financial sophistication level
Conclusion
TD Ameritrade's wealth management lead generation campaign demonstrates effective Finance audience targeting through Blockchain-Ads platform precision. Strategic targeting using Non-Financial Users and finance interest segments enabled exceptional lead quality while maintaining cost efficiency. This approach proves traditional financial advisors achieve superior results through behavioral targeting strategies.
Success Stories
What success looks like
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