Helping Schwab invest in their clients’ evolving needs

Situation

Charles Schwab wanted to redesign a significantly outdated account summary experience that millions rely on.

Complexity

• High stakes, high visibility and high traffic component of Schwab’s digital business
• Multiple attempts and failures had left the team cynical and in the cross-hairs of both leadership and finance
• Balancing a broad range of possible client/customer needs with the requirement for absolutely simple, clarity and alignment with value

Approach

We created a clear, intuitive, and investor-focused interface that reduces cognitive load, increases confidence, and drives digital adoption across all investor segments, from casual traders to institutional clients.

‍Results

After the success of Schwab’s redesigned mobile app, they turned to us again to reimagine their flagship brokerage experience.