Applying a data-driven approach to solution design, we created enthusiastically received customer experiences for Charles Schwab’s community of investment advisors.
Extractable has been partnering with Charles Schwab for over nine years, working in close collaboration with various teams in marketing, sales, product, and IT. Along the way, we’ve developed numerous award-winning customer experience solutions, and have been featured on Good Morning America, The Wall Street Journal, and The Today Show.
Recently, Schwab was looking for a strategic collaborator to transform their Advisor Services offering into a state-of-the-art, customizable experience. We were delighted to be asked to bring this vision to life.