Schwab Workplace Services

How do you stand out when you’re constantly outspent?


Thought leadership strategy

The thinking

Don’t shout louder. Say something different.

A thought leadership platform rooted in Schwab’s proprietary data—translated into insight people could actually use. Built to change how the brand shows up, sounds, and leads.

01
Say something only
you can say

02
Make it
immediately useful

03
Give it room to
keep growing

It started with
a white paper.

The source of the insight, the tone,
and the direction that everything followed.

Cover page of Charles Schwab Workplace Services report titled 'Improving participant outcomes', with a smiling woman in the foreground.
Read it

Or take a look at the snippets below.

Then we gave
it different shapes

Articles. Social. Online hub. Internal toolkit. All reinforcing the same point of view.

A presentation slide featuring the title 'How to: A guide to thought leadership at Schwab' with an illustration of a person in a boat holding a telescope and a gold coin with a dollar sign. Additional slides include a decision tree diagram titled 'Is it thought leadership?' and content about thought leadership pillars, plan design trends, and outcome metrics, all with blue backgrounds and white text.
A blue infographic showing that 88% feel it's important to have an emergency fund, but only 70% have one, with the Charles Schwab Workplace Services logo at the bottom left.
A graphic featuring statistics from Charles Schwab Workplace Services, showing that 79% of participants say they're getting the full match, but only 63% actually do, indicating a gap.
A detailed infographic timeline with blue, green, yellow, and red circles marking different digital marketing activities and their KPIs, spanning from September 29 to December 15.

And a clear plan for what’s next