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TD Ameritrade
Finance
TD Ameritrade Case Study
TD Ameritrade generated 15,000+ qualified wealth management leads at $186 cost per lead with 6.2x ROAS through behavioral interest targeting.
15,247
Qualified Leads
$4.6M
Total Lead Value
$186
Cost Per Acquisition
6.2x
Return on Ad Spend
industry
Finance & Trading
Duration
75 days
Key Markets
$2,840,000
Primary KPI
Objective
Deployed advanced behavioral targeting and financial intent modeling to capture high-intent prospects actively researching wealth management and retirement planning solutions.
AboutTD Ameritrade
Campaign Overview
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.
Strategy
The precision lead generation strategy encompassed:
- Audience Targeting: Targeted Investment platform users interested in personal finance, Investing and wealth management 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.
The Challenge
Why Blockchain-Ads
Campaign 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
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Campaign Strategy
- 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
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 strong lead quality while maintaining cost efficiency. This approach proves traditional financial advisors achieve superior results through behavioral targeting strategies.