Tag: Schwab

Marketing premium products to the highly desirable, affluent audience?  As you promote and sell checking accounts, savings accounts, investments, home equity loans and credit cards, you can take some lessons from trending strategies and tactics from others in the industry. Based on observations of marketing communications over a recent 3-month period, here’s what experienced financial institutions are doing to target mass affluent and private bank prospects and customers.

As experts in customer experience best practices, Media Logic was tapped by Schwab as it looked to open two flagship branch locations in Manhattan. As part of a multi-agency, year- long set of initiatives, Schwab kicked-off by taking a look at the environment, its existing NYC spaces and other retail settings, including who was best in class and why. To that end, we conducted a thorough audit and analysis of the entire landscape in which Schwab operates.