TD Ameritrade

TD Ameritrade needed to generate high-quality wealth management leads efficiently across the US market. Thus, reaching financially active professionals at the moment of peak advisory intent.

Three obstacles shaped what that required:

• Channel saturation: Standard social media and search acquisition channels had reached diminishing returns for wealth management lead generation. TD Ameritrade needed incremental reach across finance and investment publisher inventory.
• Lead quality: Reaching prospects likely to convert to advisory clients required targeting users actively researching retirement planning and wealth management transitions, not broad financial audiences.
• Competitive market: US wealth management is highly competitive. Positioning TD Ameritrade's advisory services required reaching prospects already evaluating professional financial guidance options.

Standard acquisition channels were producing diminishing returns for high-intent wealth management prospects. TD Ameritrade needed a network capable of reaching financially active and investment-intent audiences across finance and trading publisher inventory at scale.

Blockchain-Ads provided the behavioural targeting infrastructure to reach high-intent wealth management prospects efficiently across the US market through four capabilities:

• Investment platform and personal finance targeting: Campaigns reached users actively engaged with investment platforms and personal finance research, capturing prospects at peak advisory intent.
• High-net-worth individual targeting: Wealth management and investing interest segments captured affluent professionals with significant assets under self-management.
• US finance publisher inventory: Display and native formats covered the financial publications, investment platforms, and retirement planning resources where high-intent prospects research advisory decisions.
• CPA-based optimisation: Campaigns optimised toward verified qualified lead form completions from day one.

• Qualified leads generated: 5,247 at $160 CPA
• Total lead value: $2,680,670 in potential advisory service revenue
• ROAS: 3.2x return on $840,000 spend
• Impressions: 28.4M+ delivered across US finance and investment publisher inventory
• CTR: 3.42% blended across all phases
• CPC: $0.86 blended across all phases
• Conversion rate: 0.54% blended across all phases

The objective was to establish baseline lead generation performance across US finance and investment audiences. Display and native formats launched simultaneously across financial publications, investment platforms, and retirement planning publisher inventory.

Three creative angles ran in parallel:

• Retirement planning education and 401k rollover guidance.
• Advisor consultation and professional portfolio management positioning.
• Tax strategy and retirement income planning resources.

Early data showed all three angles performing strongly across their respective audience segments, with no single angle dominating across the full prospect pool.

Targeting refined toward the highest-converting investment platform and high-net-worth individual segments based on Phase 1 lead quality data. All three creative angles were retained given their consistent performance. Native placements demonstrated stronger lead quality scores in financial editorial environments, prompting a budget shift toward native format. Sequential retargeting activated against users who had engaged with educational content but had not yet completed lead forms.

Budget consolidated into native format across the strongest-performing US markets. Retargeting campaigns scaled against the Phase 1 and Phase 2 non-converter pool using advisor consultation and retirement income messaging. All three creative angles continued to perform across distinct prospect segments. The campaign closed with 5,247 qualified leads at $160 CPA, $2,680,670 in total lead value, and 3.2x ROAS across the US market.