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Charles Schwab

The Charles Schwab is a bank and brokerage firm.

Account Summary

Account summary is the most frequently visited page by clients. Our vision is to modernize and innovate this page to meet the needs and expectations of our clients with our core features. The goal is to have this page do more work for the clients by bringing information to them. Ability to sort positions by value and day change and only see the news relevant to the portfolio. Users has the ability to aggregate their external financial accounts to get a holistic view of their total financial picture through Schwab.

“I love the new layout and summary! Intuitive and easy to use. A vast improvement over the existing layout. Great job.” -client feedback

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Account Summary Design Process

This project was a collaboration with our technology and business partners. Our design process included three key phases: define, design, and development. The interviews and testing with our customers helped us uncover their journey, behaviors, and goals. This ensured that we are building the right product for our users.

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Equity Award Center

Equity Award Center is often the first Charles Schwab financial product used by employees from well known corporations. It is critical to make a good impression. Clients can easily view their portfolio at a glance and exercise stock options with the trade functionality to sell shares or exercise options at Schwab.com. New notifications design show information at a glance, so users can easily take action, such as accept award agreements or enroll in ESPP plan.

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Update interaction and visual language brings clarity to complex information. The chart allows users to visualize and interact with their data. The new calculator designs enhance decision-making.

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Updating the look and feel to align and integrate with the newer Charles Schwab in-flight projects.

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Trade Source

The goal of this product is to improve the overall trading experience and allowing users the ability to do multiple things from one location such as track your portfolio, monitor the market, find trading opportunities.

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Native App

Increase Mobile app adoption by modernizing the visual system and extending capabilities and creating a broader and richer client experience and productivity. Users can follow market news, monitor accounts, and trade from their tablet, phone, and Apple Watch.