TD Bank ATM Expansion / Integrated + experiential marketing

Making everyday banking feel closer.

Making everyday banking feel closer.

Making everyday banking feel closer.

An integrated approach to ATM awareness and adoption, connecting local media, digital discovery and customer engagement around the promise of greater convenience.

Dotti Haynes / VP, Retail & ATM Channel Marketing / Featured campaign: Florida Walgreens remote ATM rollout · 2017

TD ATM screen creative announcing availability at select Walgreens locations
Two mobile creative examples pairing a TD ATM awareness message with a map of nearby locations

THE MARKETING OPPORTUNITY

Turn a larger network into a reason to choose and use TD.

Turn a larger network into a reason to choose and use TD.

Make new ATM locations visible. Help people find them. Connect the convenience message with an experience in the community.

Florida Walgreens campaign / In market: February 20–May 26, 2017

Original campaign creative from the rollout report and portfolio. Team and agency execution; credits below. Historical offers shown in the artwork are not current promotions.

01 / BUSINESS CHALLENGE

Availability matters when customers know it is there.

Availability matters when customers know it is there.

TD Bank was expanding access through remote and drive-up ATMs while encouraging greater use of self-service banking. Marketing needed to make the network’s convenience visible and help customers understand the available services.

The featured Florida campaign promoted TD-branded ATMs at 189 Walgreens locations across Miami-Dade, Pinellas and Hillsborough counties. It addressed current customers and prospects, including markets with a smaller branch presence.

My role

As VP, Retail & ATM Channel Marketing, I developed integrated and experiential campaigns to build awareness of expanded ATM access and encourage adoption. My portfolio brings together the strategy, channel planning and customer-facing work across this broader program.

Built with partners

The portfolio credits in-house design, RedPeg Marketing, Tierney Communications and Gary Horn Photography. Campaign measurement was a specialist analytics contribution. The case study presents my marketing leadership alongside the team’s creative, activation and analytical work.

02 / CUSTOMER STRATEGY

Connect awareness with a useful next step.

Connect awareness with a useful next step.

The campaign linked TD’s broader brand and checking-account communication with a specific convenience message: more places to bank. Local media, digital location tools and in-person engagement gave that message practical relevance.

RECONSTRUCTED CUSTOMER JOURNEY

Notice → Find → Engage → Use

01 / NOTICE

Make access visible

Local media and ATM messaging introduce the expanded network.

02 / FIND

Show the way

Mobile placements and locator content help people discover nearby access.

03 / ENGAGE

Create a reason to stop

Customer engagement and sweepstakes bring the message into a real interaction.

04 / USE

Support the next action

ATM screens and in-store materials reinforce the convenience proposition.

Measurement questions: Did ATM use increase? Did the campaign contribute to new accounts? Which tactics worked best in each market?

Portfolio reconstruction of the campaign approach; not an internal strategy slide or a measured conversion funnel.

03 / INTEGRATED ACTIVATION

One convenience story. Connected across channels.

One convenience story. Connected across channels.

The ATM campaign combined geo-targeted mobile, digital outdoor, website placements, ATM screens, merchandising, public relations and experiential engagement. It aligned with the broader checking and brand campaign, which also used television, online video and social media.

Reach the market

Connect the ATM message with local relevance and the broader TD brand presence.

Local media · Digital outdoor · PR / Brand alignment: TV · Video · Social

Make discovery easy

Give interested customers a direct route to nearby ATM locations.

Geo-targeted mobile · Locator map · Website banners

Reinforce on site

Carry the same promise into customer contact and the banking environment.

Experiential engagement · Sweepstakes · Merchandising · ATM screens

Historical TD Walgreens banner inviting customers to see nearby ATM locations

Location discovery: a campaign banner connects the awareness message with a next step.

TD ATM screen creative announcing availability at select Walgreens locations

Existing customer touchpoint: the ATM screen reinforces expanded access.

Original assets from the September 2017 rollout report. The artwork says “over 180” locations; the report specifies 189.

04 / EXPERIENTIAL MARKETING

Give the message a human moment.

Give the message a human moment.

In the Walgreens campaign, customer engagement and a sweepstakes created an invitation to interact with the brand. The experience sat within the integrated program, alongside media and location discovery.

TD-branded sweepstakes wheel and participation table from the ATM program

FEATURED CAMPAIGN / FLORIDA WALGREENS / 2017

An invitation to engage

The promotional card paired the expanded ATM-access message with a chance to win. It gave the activation a concrete participation mechanic while keeping the banking-convenience story visible.

Original 2017 campaign creative. Historical promotion; shown as portfolio evidence, not a live offer. No entrant records or customer data are reproduced.

Supplied image: TD-branded participation setup; the promotional card described above was not included among the attached assets.

TD-branded customer activation showing a car wash and event team beside a vehicle

RELATED WORK / EARLIER DRIVE-UP PROGRAM

Education through experience

The drive-up strategy document includes a 2015 recap of ambassador education and a convenience car wash at selected stores. These examples show how an unfamiliar banking behavior could be introduced through personal interaction.

Photo from Dotti’s broader ATM portfolio; the image itself is undated. The supporting tactic recap is explicitly labeled 2015. This is separate from the 2017 Walgreens campaign and its results.

05 / TEST, LEARN & IMPROVE

Evaluate the mix, not just the activity.

Evaluate the mix, not just the activity.

The campaign analysis examined ATM transactions and new-account production, with an observation window from January through July 2017 and a 12-month lookback to consider seasonality. The report also describes a statistically adjusted control-group comparison for transaction activity.

The evaluation asked how media and experiential activity performed across markets with different branch density. It gives the case study a commercial learning story as well as a creative one.

The finding that shaped the next recommendation

The report found local media more effective than experiential activity for ROI and new-account generation during the observation period. It also reported a stronger media contribution in the thinner Tampa branch markets than in Miami.

Its next-step recommendation was to involve advanced analytics at campaign kickoff and run a longer-term test around the planned Philadelphia Rite Aid rollout.

Findings and recommendations from the September 2017 report. This does not establish that experiential activity caused the total campaign result.

06 / REPORTED CAMPAIGN IMPACT

Measured beyond awareness alone.

Measured beyond awareness alone.

The Florida Walgreens rollout report connects the integrated campaign with transaction activity and new-account production. These results apply to that campaign and its evaluated markets, not the entire ATM expansion program.

+22%

+22%

+22%

Average ATM transactions

Average ATM transactions

Reported campaign-period increase across in-store and Walgreens remote ATMs.

2,181

2,181

2,181

Incremental checking accounts

Incremental checking accounts

Attributed to marketing in the report; 13% of account production during the observation period in the evaluated markets.

2.6×

2.6×

2.6×

Expected return

Expected return

Reported expected return relative to the initial marketing investment; not a realized-profit claim.

Source: Florida Walgreens Remote TD Bank ATM Rollout, September 2017, slides 2 and 5. In market February 20–May 26, 2017; observation January 1–July 31, 2017. Results are reported by the campaign analysis, not independently recalculated from raw customer or transaction data.

PROGRAM CONTEXT / KEEP THE EVIDENCE DISTINCT

A campaign within a broader expansion strategy.

A campaign within a broader expansion strategy.

EARLIER EXPERIENCE

Drive-up education

The 2015 recap provides examples of ambassador-led customer education and car-wash engagement.

FEATURED RESULTS

Florida Walgreens, 2017

The integrated campaign has a documented marketing report and results for its evaluated markets.

FORWARD PLANNING

Philadelphia / Rite Aid

The later materials outline expansion and further marketing tests. They are planning context, not additional completed campaign outcomes.

DOTTI HAYNES / STRATEGY INTO PRACTICE

Make the promise visible. Make the experience useful.

Make the promise visible. Make the experience useful.

This work connects business priorities, local relevance, digital discovery and human interaction—with measurement informing what should happen next.

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