Our Work

Helping 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

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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.

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