Elevating Schwab's Independent Branch Services marketing experience

Schwab IBS (Independent Branch Services) is an offering to advisors to franchise their own Schwab branch.

As we matured Schwab's design language across their site, focus shifted to subsidiary areas of the company to adopt the new system. Schwab IBS, however, required an elevated style to attract advisors to the platform with a premium brand level of support.

Clear and compelling propositions

While respecting the efficiencies of our design language, we explored ways to extend the language to an upleveled feel.

The landing experience was an opportunity for great departure. Our first impression needed to be immediate and compelling, with a video playing automatically through smooth visual transitions of where they are now (FROM) to where they could be with Schwab (TO).

Mobile

The video

Backed by compelling data

The teaser led to a more detailed landing page mirroring the same pitch with each point backed by aggregate data from all Schwab franchisees.

Full suite of Schwab services

Hear from current franchisees

Live events for deeper engagement