Smart Investment Portfolio Activation Sizzle
Charles Schawb
Producer
Back in 2015, Charles Schwab launched their Smart Investment Portfolio, an early robo-advisor designed to automate investing based on user-defined parameters. This was before AI was everywhere, and the concept felt fresh and futuristic. To help promote it, we built a pop-up experience in San Francisco featuring a robot barista and filmed people’s reactions as they got their coffee and a glimpse of the future. It was a beautiful couple of days in the city, and that robot made a damn good cup of coffee.