Charles Schwab Corporation Case Study

Charles Schwab Corporation Case Study-44
This helped the company access good press and free advertising.Weaknesses of the company included their change in image in 2003.With the price increases in 2003, they were no longer seen as a discount broker. The clients felt that they were unable to make an informed trading decision because of the lack of information that was provided to them.

This helped the company access good press and free advertising.

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History of the Company to 2004 Schwab is a brokerage and banking firm that was founded in 1971 by Charles Schwab.

The company has always been an industry leader in the area of innovation.

Our work focused on solutions for investment advisors who require powerful tools from Schwab in order to best serve their clients.

Our first step was to conduct research on the investment advisor community’s ethnographic and demographic attributes.

The result was a comprehensive system built to thoughtfully engage investment advisors in a highly targeted way, and drive them to adopt and use the platform.

As part of the process, we also re-imagined the visual design to clearly reflect Schwab’s core values and allow content to tell the brand story.

They were the first in the industry to offer self-service for their clients.

They were the first in the industry to extend their customer service hours and to offer a 24-hour quotation service.

Extractable has been partnering with Charles Schwab for over nine years, working in close collaboration with various teams in marketing, sales, product, and IT.

Along the way, we’ve developed numerous award-winning customer experience solutions, and have been featured on Good Morning America, The Wall Street Journal, and The Today Show.


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