Case Study: Charles Schwab Corporation achieves modernized advisor engagement and mobile access with Salesforce

Schwab invests in new platforms to help independent advisors

Charles Schwab, long known as the pioneering discount brokerage, serves a network of 7,000+ independent advisors and faced the challenge of modernizing how those advisors interact with clients while keeping financial services personal and accessible. With a history of bold technology bets, Schwab needed to simplify complex workflows, preserve advisor-client relationships, and extend services across mobile channels.

Schwab integrated Salesforce Sales Cloud with its proprietary investment tools to create a unified platform and advisor communities, and launched mobile apps (including video chat) to make access easier. The result: advisors can manage and grow their businesses more efficiently, collaborate and share best practices, and maintain stronger, more personal client connections through scalable digital channels.

Charles Schwab Corporation

Brian Shenson

Vice President, Advisor Technology Solutions