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Charles Schwab
Own Your Tomorrow

How a financial services pioneer rediscovered its challenger mojo.

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Keith at Mr. A's in San Diego. Photo: Whitty 

Charles Schwab is a pioneer in the discount brokerage business and widely recognized as the original ‘Main Street vs. Wall Street’ challenger brand. 

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Over decades, the financial services sector had become a complex, opaque system designed around its own institutional interests. As a result of its extraordinary success, Schwab had paradoxically drifted into a position where its reputation was that of an unremarkable giant. We were tasked with helping the brand rediscover its challenger mojo.

In partnership with our friends at the original 'challenger brand' consultancy, Eat Big Fish, Schwab engaged in an intensive research program that isolated a massive, unaddressed market segment: 'The Driven'—investors who navigate life with quiet self-reliance and optimism, but felt entirely locked out by the investment industry’s elitist structure.

"Investing is an act of optimism and Schwab was built for the optimists who believe tomorrow will be better than today."

 

Charles Schwab 

To win them over, Schwab shifted the spotlight away from product features to focus on 'Ownership' and dramatizing the investor's personal journey.

It was our great honor to share the story of United States Naval Aviator Lieutenant Commander Keith Roudebush. We shot part of the film about his incredible journey aboard one of the ships he flew combat missions from during the Vietnam War.

 

  • Audience Engagement: Keith's film emerged as the most successful in the campaign, racking up over 1 million organic views on Facebook shortly after release.

  • Brand Transformation: Within three years, Landor’s Brand Asset Valuator showed Schwab leap-frogging every major brokerage to become the category leader in differentiation and relevance, vaulting from a lagging position straight into the market-leading quadrant.

  • Capital Surge: Schwab's total client assets grew by 36% to $7.98 trillion during a five-year campaign window.

 

Source: Landor & Investors Business Daily

Charles Schwab

"Truth well told!"

Charles R. Schwab, Chairman

Services

Ideation & Creative Direction

Film Production

Client

Charles Schwab, Chairman

Jonathan Craig, CMO

Pete Boland, SVP Marketing

Collaborators

Ben Proudfoot, Breakwater Studios Mary Pruter, USS Midway

See other work

Be a charming guest,
not an aggressive tout.

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