Charles Schwab Loyalty Programs

In 2000 Charles Schwab was interested in creating a promotional program to grow new business. We helped introduce an “Invest with Schwab and ski for free campaign”. This program grew into the golf audience with an “Invest with Schwab and golf for free”. We negotiated a reduced lift ticket and golf round rate at over 100 top resorts around the country and introduced hot products at various levels of investments (like skis and goggles). After a few successful years the program switched gears and became a loyalty program – thanking the past and present loyal customers for their business. This program grew and ran successfully for 8 years.