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Ameritrade

The Challenge:

Generate new clients for Ameritrade, while lowering account acquisition costs. Also, encourage existing clients to expand and deepen their relationships with Ameritrade.

Strategy:

Implement strategic partnerships with other leading consumer brands that create strong benefits and incentives for investors to choose Ameritrade as their online brokerage firm.

Our benchmark is that strategic partnership marketing will enable Ameritrade to lower its account acquisition costs by as much as 50 percent.

At the same time, develop a compelling loyalty program that activates existing clients and encourages them to do more business with and through Ameritrade.

Execution:

Created strategic partnerships with several major consumer brand companies, including Starwood Hotels and Resorts and Hewlett-Packard. As part of this program, THUNDER FACTORY developed, negotiated and implemented joint offers that are designed to achieve Ameritrade's goals and drive incremental business for its partners as well.

THUNDER FACTORY also developed special offers for existing clients, and is in the process of creating a new loyalty program to strengthen Ameritrade's relationships with its most active clients.