Schwab Intelligent Portfolios®
Project Background
Since its launch in 2015, we have been a marketing collaborator with the Digital Advice team and their robo-advisor, Schwab Intelligent Portfolios (SIP). Their team asked us to create a video that explains how SIP works, while modernizing and refining their visual identity to align with Schwab’s brand. With no existing brand elements specific to SIP, we drew inspiration from the platform itself, bringing its core features to life through animation.
The result was a dynamic, cohesive design that not only powered the video but also informed a refreshed look across the SIP marketing hub.
A platform that works in the background of your life.
After completing the video, we updated the marketing hub pages to better tell SIP’s story—translating the video’s visuals and simplified illustrations into the site to show how the platform works while working within an existing design system. The challenge was to create something fresh and modern that felt seamlessly connected to the product being marketed, all within the constraints of the established design system.
