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Case Study - Charles Schwab Mortgage Services

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SAMPLE UX Review
Charles Schwab Mortgage Services
(May 2009)

When members of our team went through the home buying process in April 2009, we found an opportunity to explain user experience through example. We created a sample user experience review based on actual experiences with Schwab.com - Mortgage Services.


Services

User Experience Review, including:

  • prioritized user experience evaluation
  • process flow mapping
  • identified opportunities
  • prioritized list of suggested enhancements

User Experience Benefits (If Implemented)

  • Decreased call volumes
  • Increased revenues through increased conversion rates
  • Increased customer satisfaction
  • Savings through process automation & efficiency
  • Increased revenues through up-selling

Sample Work

Findings

Charles Schwab Findings Fix

Charles Schwab Findings Fix - Home Fold

Sitemap

Charles Schwab Mortgage Services Sitemap

Process Automation

Schwab Mortgage Process Flow

Email Newsletter

Our occasional emails only contain first notice of new promotions, products, and other news. We don't abuse the privilege by sharing your information with other parties. That would be a bad customer experience, and we don't believe in those.