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Charles Schwab wanted to redesign a significantly outdated account summary experience that millions rely on.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 absolute simplicity, clarity, and 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.

RESULT:

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