Case Study: Charles Schwab achieves $17 billion in managed assets with DesignMap

Charles Schwab manages $17 billion in equity awards with DesignMap

Charles Schwab, an investment management company, faced a challenge with their Equity Awards Center; its previous interface discouraged employee engagement with their rewards scheme. To address this, Charles Schwab engaged the vendor DesignMap to reimagine the equity management experience from the employees' point of view.

DesignMap implemented a user-centered redesign based on research and distinct personas. They reconfigured the navigational structure to prioritize user needs, creating a seamless pathway from employee to independent investor. This solution resulted in $17 billion in assets being managed through the Equity Awards Center, providing a new gateway into Schwab's network of products.

Charles Schwab