We helped Schwab make the right investment in their client’s needs
We helped Schwab make the right investment in their client’s needs
98% of all site traffic is to client’s account summary
- Internal and organizational challenges had prevented a successful re-design from happening for 15 years
- Unnecessary features and complexity drove call-center costs through the ceiling
After a successful launch of a redesigned mobile app, Schwab tapped long-time collaboration partner, Futuredraft, to concept, prototype, test and launch a new client summary experience for their online brokerage.
The new design backs up Schwab’s reputation as the industry’s customer service leader, providing an investor friendly experience for their broad client-base.
