T. Rowe Price, a global asset management firm that offers funds, education savings plans, retirement plans, account management, and services, had an annual goal to increase plan contributions and engagement as well as lift the satisfaction account members’ feel toward the brand. In order to accomplish this goal, T. Rowe Price partnered with SundaySky to better educate and engage their 529 College Savings Plan holders with personalized videos.
How a major financial institution increased plan contributions using personalized video
How personalized video helped lift the financial institution’s Net Promoter Score (NPS)
How personalized storytelling helped the brand better prepare each member for getting the most out of their plan