Brand: TD Ameritrade
Lead agency: Havas New York
Region: North America
TD Ameritrade is moving toward a more personalized approach to serving content in a way that brings value to traders and investors through technology and enhanced user experience. We saw an opportunity to deliver best-in-class educational resources in a personalized way by working with IBM Watson. We set out to get clients more engaged with their own portfolios through education, because more engaged clients are better investors.
Consumers 45+ with the potential for $1-5MM in investible assets by the time they reach retirement. They may not be making every financial decision themselves, but they play an active role. It's important that the reputable firm they choose is also digitally enabled, straightforward and easy-to-use.