The Year of You
Bringing new life to a tried-and-true, always-on content program.
The ongoing lifecycle acquisition program we built for TD had generated massive amounts of data and insights, revealing opportunities to better tailor communications and accelerate sales. So we created a new pathway into the existing experience that improved nurturing with laser-like precision. Advisors were invited to tell us exactly what mattered most to them and in turn, sales and marketing delivered that—and only that— positioning TD as a provider powerfully attuned to their needs.
The key to success was a fantastical experience built to immerse and delight, all while delivering meaningful business support. A personalized video that demonstrates real empathy drew advisors in, using smart humor to start the business conversation.
The two chapter film had 14 instances of personalization and was sent to 20K advisors across the industry.
Personalized frames from the video anchored the promotional emails, driving to an Advisor’s personalized landing page with their video and goal-planning assessment. A tailored nurture followed the assessment, delivering content matched to an Advisor’s stated wants and needs.