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.
Codal conducted a slew of user interviews and surveys, extending our scope from prospective clients to Schwab employees.
Codal was even able to simplify SchwabCT by revamping the platform’s information architecture, consolidating over 550 separate screens into a mere 7 templates.
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Codal transformed the outdated, complex technology into an extremely intuitive, user-friendly and aesthetically-pleasing web application.