Charles Schwab

What started as a single assignment on Schwab Trading Services grew into an Agency of Record (AOR) relationship across seven additional lines of business within 24 months. As Schwab clients in different departments heard about how easy it is to engage with TRG – and saw the quality of our strategic, creative, digital, and media work – the projects kept pouring in. During our partnership, total Schwab assets under management have grown to nearly $9 trillion from $2.5 trillion. Along the way, we’ve helped the brand beat their “new to firm” household goals for nine consecutive years.