In 2017, Charles Schwab launched one of the first AI-driven financial portfolio services, Schwab Intelligent Advisory. As a way to make investing and financial advise more accessible to the masses, this digital tool was groundbreaking for its time. Our task was to create a campaign that conveyed how with this affordable tool, anyone could work towards their financial dreams.

These spots leaned into the fact that many well-off financial folks were dubbed silly acronyms like DINKS (dual income no kids) or YUPPIES (young upwardly mobile professional), and well, we ran with it.

2017 Midas Gold Award

TV CAMPAIGN (2017)

Director: The Perlorian Brothers (MJZ)
CD/Copywriter: Chelsea O'Brien
CD/Art Directer: Tushar Date
Producer: Aymi Beltramo
CCO: Kevin Jones
Agency: CP+B LA