Schwab MoneyWise
Charles Schwab is the 5th largest securities company in U.S. and recognized industry innovator. As part of a brand expansion strategy to engage a new set of customers, Schwab contracted Extractable to develop a website that would enable prospective customers unfamiliar with financial management to easily become more financially literate.
Goals
Develop a look and feel in an engaging web 2.0 style.
Create an easy way to develop strong savings habits and use credit cards properly through the mastery of Schwab's budgeting tools and templates.
Work effectively with a broad range of stakeholders across seven teams, including Schwab’s external research agency.
Target Audience
30 million consumers nationwide.
Services Provided
Brand strategy Site strategy, design, and implementation Database application integration
Go to schwabmoneywise.com
Results
Created a dynamic, online experience that has been very well received by the target audience and TV and news media.
Developed a scalable platform for launching future tools, content, including games, video elements and other Web 2.0 features.
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