Case Studies

Schwab MoneyWise

Charles Schwab is the 5th largest securities company in U.S. and recognized industry innovator. As part of a brand expansion strategy to engage a new set of customers, Schwab contracted Extractable to develop a website that would enable prospective customers unfamiliar with financial management to easily become more financially literate.

Goals

• Develop a look and feel in an engaging web 2.0 style.
• Create an easy way to develop strong savings habits and use credit cards properly through the mastery of Schwab's budgeting tools and templates.
• Work effectively with a broad range of stakeholders across seven teams, including Schwab's external research agency.

Target Audience

• 30 million consumers nationwide.

Services Provided

• Brand strategy
• Site strategy, design, and implementation
• Database Application Integration

Go to www.schwabmoneywise.com

Results

95% increase in usage of financial planning tools

Created a dynamic, online experience that has been very well received by the target audience and TV and news media.

Developed a scalable platform for launching future tools, content, including games, video elements and other Web 2.0 features.

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Improved performance is rarely arrived at by luck alone. Extractable is a data driven design agency focusing on how to use statistics and research to inform site development to achieve superior results for goals such as lead generation, lead nurturing, ecommerce revenues, streamlined customer support, and customer acquisition. We thrive on data and look for it in all web activities including industry research, web analytics, survey data, session playbacks, and usability testing. Our digital strategies encompass the major interactive channels from web sites to mobile applications to social networking campaigns to new technologies such as web TV. Our great clients come from every walk of life in the financial, healthcare, retail, high technology, and government industries. Whether the focus is B2B lead generation, B2C customer acquisition, or simply improving ROI of the digital channel our team is driven by combining hard data and experienced insight to solve interactive problems.