Case Study: Charles Schwab achieves streamlined, real-time marketing budget management with Uptempo

How Charles Schwab Has Instant Investment Visibility with Allocadia

Charles Schwab faced a complex marketing budget challenge: a large, dynamic budget spread across 96 cost centers with frequent reallocations and tight spend tolerances (-2% to +0.5%). Spreadsheets were slow, inconsistent and required hours of manual reconciliation, creating frequent "fire drills" whenever leadership needed up-to-date projections. To solve this, Charles Schwab selected Uptempo’s marketing budget management platform for its flexibility, scalability and ability to be configured to Schwab’s needs.

Uptempo centralized all marketing spend data, integrated with Workfront for project and approval workflows, and replaced manual reconciliation with real-time reporting. The result was faster, simpler budgeting—teams get a full snapshot the day after submissions, finance can view monthly breakdowns, analytics are available on demand for executives, and full days previously spent on data validation have been eliminated. Uptempo also improved transparency and accountability across marketers, enabling the team to show progress and results in real time.

Charles Schwab

Charles Schwab

Executive in Charge of Marketing Technology