Jul 31, 2024
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Charles Schwab
Completed

Charles Schwab

$100,000+
more 1 year
United States
10+
view project
Service categories
Service Lines
Software Development
Design
Web Development
Domain focus
Banking & Financial Services
Subcategories
Design
User Experience

Challenge

Automating tedious operations and combining data. A user-focused, data-driven redesign of Charles Schwab's internal compliance tool, SchwabCT, was required. In order to respect their company's code of ethics, clients utilize the solution to automate laborious, highly manual processes connected to keeping an eye on staff trading activity. However, the outdated technology caused delays in client and Schwab employee workflows due to its slowness and complexity, with over 550 screens to navigate.

Solution

The Codal team created prototypes for the platform's improved user experience over the course of several design sprints. Subsequently, in an effort to gain further insight into user experience research, Codal went to a national Charles Schwab compliance conference to present the initial prototypes and get input from actual web application users.

Results

The antiquated, complicated technology was turned by Codal into a very user-friendly and visually appealing online application. After the project was completed, the Codal team redesigned the platform's information architecture to streamline SchwabCT, reducing the number of screens from nearly 550 to only seven templates. Through workflow automation and innovative data visualization, this solution streamlines financial compliance and aids in organizational growth. All of this is delivered with a smooth end-to-end user experience.