TD Ameritrade

Caso di studio TD Ameritrade

15,247

Lead qualificati

4,6 MILIONI DI DOLLARI

Valore totale del lead

186$

Costo per acquisizione

6,2x

Ritorno sulla spesa pubblicitaria

Company

TD Ameritrade

Industry

Finanza e trading

Duration

75 giorni

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.

‍

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.

‍

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

‍

No items found.

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

‍

Launch Similar Campaign

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.

‍