TD Ameritrade

TD Ameritrade Case Study

15,247

Qualified Leads

$4.6M

Total Lead Value

$186

Cost Per Acquisition

6.2x

Return on Ad Spend

Company

TD Ameritrade

Industry

Finance & Trading

Duration

75 days

Budget

$2,840,000

Objective

Deployed advanced behavioral targeting and financial intent modeling to capture high-intent prospects actively researching wealth management and retirement planning solutions.

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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.
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Sequential Lead Nurturing: Implemented multi-stage campaigns guiding prospects from retirement planning education through advisor consultation to qualified lead conversion.
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Educational Content Strategy: Positioned comprehensive financial planning resources emphasizing 401k rollovers and retirement income strategies for prospect qualification.
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Geographic Market Focus: Concentrated on metro markets with high financial services adoption including Chicago, Dallas, Seattle, Denver, and Atlanta.

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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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Inactive-State

Active State

Execution

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

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Insights & Learnings

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.

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