Case Study: Charles Schwab streamlines compliance workflows with Codal

Charles Schwab simplifies compliance by consolidating 550 screens into 7 templates with Codal

Charles Schwab, a major financial services firm, needed to overhaul its internal compliance solution, SchwabCT. The legacy platform was slow and cumbersome, featuring over 550 separate screens that created significant workflow bottlenecks for its users. The company engaged the vendor Codal to revamp the tool with a user-focused, data-driven approach.

Codal began with a rigorous discovery phase, conducting technical audits and user research to understand the platform's issues. Through iterative UX design and feedback gathered at client conferences, Codal's team transformed the application. The vendor simplified the platform by consolidating those 550+ screens into just 7 templates, resulting in an extremely intuitive and aesthetically-pleasing web application that streamlined financial compliance through automation.

Charles Schwab