Charles Schwab - Schwab Advisor Center (SAC) Storefront

Charles Schwab is a San Francisco-based investment services firm that was founded in 1971 by Charles Schwab. Over the years, the company has grown to become one of the largest brokerage firms in the United States, with over 29 million active brokerage accounts and $7.7 trillion in client assets as of September 2021.

In addition to serving retail clients, Schwab also provides services to financial firms and advisors that manage funds for their own clients. The Advisor Services team at Schwab is dedicated to developing products and solutions that help advisors manage their clients' finances more efficiently.

Storefront offers a wide range of investment options, including mutual funds, ETFs, and separately managed accounts. Advisors can use Storefront to research and compare investment products, build customized portfolios, and monitor performance. Storefront also offers powerful analytics and reporting tools that help advisors track their clients' progress and make informed investment decisions.

UX Research, Prototype, Mockup, Interviews, ConceptRickie RobinsonApril 19, 2023Concept, Mockup, Prototype

Guaranteed Rate - "Lightning App"

Guaranteed Rate (GR) is a mortgage and finance company based out of Chicago that offers fully digital experiences to their customers. As their customer base and digital products continued to grow, GR wanted to expand into the mobile realm with their “Lightning App”. The goal of the Lightning App was to provide a one-stop-shop mobile application for customers to access all their GR financial products, pay their balances, track their credit scores, and apply for mortgages, loans, and credit cards. As the Lead UX Researcher for Guaranteed Rate, I conducted a usability test of the Lightning App prototype with 100 users. The goal of the study was to identify areas of improvement in the app's usability and identify pain points experienced by users.

Interviews, UX Research, Concept, PrototypeRickie RobinsonApril 17, 2023Guaranteed RateJourney Map, Mobile

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