Always up for a challenge
When one of our closest marketing partners at Charles Schwab called us for help, the challenge was as complex as it was intriguing.
A Schwab executive was preparing to talk with an influential group about a 401(k) innovation sure to shake up the retirement industry and transform the way people saved. This was a true game changer. The first step: an attention-grabbing keynote presentation to make the case.
Executive presentations are always a delicate mix of message and personality—a mix that can take time to get just right. But there was no time for multiple rounds of refinement. So, we flew in for a work session, built the story collaboratively, designed it on the fly and shared our work the next day.
It was fast, and fun. And it worked beautifully. The key? Trust, and true collaboration.
We’re proud to work with our clients at Charles Schwab because we know they stand for something. For integrity and innovation. For financial empowerment. For championing real people’s needs and aspirations at every turn.