Schwab Advisor Services

"Beyond the Numbers" Campaign

Web Design

Project Background

Business Development Officers expressed concern that the “What’s in it for me?” wasn’t resonating when Advisor Services communicated Schwab’s size and scale. While many competitors used data as proof points, they lacked the context needed to show why those figures matter to advisors and their clients. We devised a social campaign that goes beyond the numbers—positioning Schwab’s size and scale as a meaningful advantage for advisors considering Schwab Advisor Services.

Through our research, it was clear we needed 
to create a campaign that didn’t just showcase statistics, 
but went beyond the numbers.

A campaign with the power to go beyond.

The campaign consisted of five distinct ads, each highlighting a different statistic and illustrating its benefit through future-forward linework. Every ad concluded with the unified call to action: “Gain the power to go beyond.”