Portfolio: banking


Checking account conversion

Both U.S. and Canadian customers had checking accounts to access investment funds through TD Waterhouse Bank. TD Waterhouse eliminated its banking service and, with it, all checking accounts.

The program shown here was used to encourage TD Waterhouse customers to open checking accounts with TD Banknorth (this cross-border, cross-product change could not be automatic). The biggest benefit was the ATM network, which TD Waterhouse Bank had never had.

Shown here: A variety of mail package elements addressing different customer groups in the U.S. and Canada