New Customer Onboarding

In an industry laden with obtuse and confusing jargon, new customer education must be engaging and highly relevant in order to resonate. E*TRADE delivers personalized video onboarding experiences in order to convey transparency and educate customers on why and how to fund their account, digital tools and services to self-serve, the tax implications of vesting, and the considerations on what to do with the proceeds. Customers who watched SundaySky videos had a significantly higher funding rate and initial funding amount, lift in net new assets and a lift in average annualized revenue.