Challenge

Create new approaches and processes to more effectively sell Charles Schwab products and services to existing investors.

Actions

Developed a life stage, product and investor risk profile segmentation to drive personalized marketing communications to investors that drove product sales.

Results

Delivered a segment driven communication stream that sold Charles Schwab products and services based on customer life stage, product and risk profiles.

Tactics

• Conducted a database marketing audit and segmentation to increase sales of investment products based on consumer life stage.