Schwab wanted to elevate their Intelligent Portfolios Premium product — showcasing its blend of personalized planning, automated investing, and access to financial planners. We crafted a concise narrative for print and web that established the need for smarter investing and a tailored approach to financial goals.
Print Ads
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Thematic Investing
To make investing more accessible and personalized, we brought our winning new business pitch for Schwab’s Investing Themes product to life — highlighting how thematic investing empowers clients to align their financial goals with their passions, interests, values, and emerging trends.
Schwab wanted their advisors to connect with their clients through digital and physical cards — for birthdays and holidays. We crafted digital videos and interactive direct mail pieces to create memorable, personalized experiences that add a fun twist to the otherwise traditional e-greetings.
Digital Birthday Card
Digital Thanksgiving Card
Interactive Printed Cards
< Coming Soon >
More Landing Pages
< Coming Soon >
TBD
CAMPAIGN INFO
Agency: C2 (In-House) |Client: Charles Schwab
Type: Print, Landing Page, Digital Cards, Interactive Cards, Direct Mail
