TD Ameritrade Essential Portfolios Cognitive

TD Ameritrade, a financial-services provider, was able to build awareness of its new offering by using digital to connect with its potential customers.

Campaign details

Brand: TD AmeritradeLead Agency: Havas NYC

Strategy

Objective

In an increasingly crowded robo-advisor environment, we had to find a way to break through and show users how Essential Portfolios, a new managed portfolio offering from TD Ameritrade Investment Management, LLC, an advisory affiliate of TD Ameritrade, can work for them in a fun way. We saw an opportunity to increase awareness around the new product portfolios and created a platform allowing users to connect their Facebook profile for a personality analysis powered by IBM Watson. Our algorithm pulled in relevant images pulled from the user's...

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