Charles Schwab
Own Your Tomorrow
Awards
2024
Best Financial Services Online Ad
Best Investment Online Ad
Strategy
UM partnered with Infillion to showcase Charles Schwab’s commitment to hard work, transparent pricing, and client-centric values by rewarding customers with shorter ad breaks for engaging with a 30-second TrueX ad.
Leveraging their experience with Infillion, UM’s creative team crafted bespoke copy that tied Schwab’s values to the TrueX value exchange, resulting in double digit lifts in lower funnel metrics.
Performance Results
The Charles Schwab campaign with TrueX drove a 5.3% CTR ¹ – 2X higher than Infillion benchmark!
The campaign increased the brand KPI of consideration by 13%!²
The campaign drove statistically significant lift in upper and middle funnel measures- including an impressive 21% lift in brand preference!
¹TrueX Financial Services CTR benchmark 2024: 2.21%
²Brand Lift results measured by Infillion’s proprietary brand lift methodology, UpLift
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