Simplifying complicated solutions

Charles Schwab Advisor Services: ProDirect Product Launch

As the largest platform in the RIA industry, Schwab has the experience, the scale, and the network to help any advisor realize their dream of independence. Enter Schwab ProDirect, an exclusive membership that offers support to advisors going independent.

In addition to developing the strategy, messaging, and go to market offer, our team crafted a new brand look & feel and suite of sales enablement tools.

Project role: Brand development, art direction, video direction

Additional creative credits: Nikki Rodriguez, Kelsey de St. Germain, Andy Kendig, Lindsay Goldman, Demitri Powers, Vic Samper, Kaitie Todd