charles schwab

Serving Industry Leaders

UX DESIGN
DEVELOPMENT

BY THE NUMBERS
500+
UNIQUE PAGES STREAMLINED
TO 22 TEMPLATES
SOC2
TYPE II CERTIFIED
120+
EXCHANGES
INTEGRATED
TECHNOLOGIES
Looking to stay competitive in the rapidly digitizing financial sector, Charles Schwab enlisted Codal’s services to redesign one of their many internal web applications.

In order to Codal to garner a deeper understanding of Schwab’s compliance solution and the user’s frustrations with the platform, Codal conducted an in-depth discovery phase that included user interviews, surveys, and even attending a company-wide compliance solutions conference. The quantitative and qualitative data collected informed a successful design process that was able to reduced 500 unique screens to a mere 7 templates.

IN-DEPTH RESEARCH

Codal conducted a slew of user interviews and surveys, extending our scope from prospective clients to Schwab employees.  

USER EXPERIENCE

Codal was even able to simplify SchwabCT by revamping the platform’s information architecture, consolidating over 550 separate screens into a mere 7 templates.

RAPID PROTOTYPING

Our user experience team also learned what desired functionalities were completely missing from the platform, and include them in the next round of prototyping and testing.

Codal transformed the outdated, complex technology into an extremely intuitive, user-friendly and aesthetically-pleasing web application.

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