Charles Schwab

TLDR

Discoverability (d13y)

Collaborated with Product, Research, and the Design Systems team to enhance navigation, search experiences, and develop new design system elements for Schwab’s 34.8M+ users.

Case studies

Conducted a site audit, pinpointing issues in navigation, SEO, and content, driving team roadmaps for 2020 and 2021.

Screenshot of a webpage showing links to Charles Schwab Client Center and related services for checking accounts and credit cards.

d13y Audit

Led strategic design initiative on Help, encompassing competitor analysis, workshop facilitation and critical thinking, to enhance the value proposition for Help.

A person sitting on a ball at a desk, looking at a computer screen displaying graphs and charts, with a thought bubble containing a question mark.

Help Catalyst

Led strategic design initiatives for a new information architecture, facilitating workshops with 10+ participants, driving ideation, rapid prototyping, and presenting outcomes.

Screenshot of a Charles Schwab online banking dashboard showing suggested terms, quote list, learning center, helpful answers, accounts balances, and contact options.

Blue Skies Catalyst

Additional projects

Search Widget — Co-designed a search widget that saved Schwab approximately 28K+ Customer Service calls, resulting in $384K+ savings within months.