Visila Design

Charles Schwab | Mortgage Re-design

UX Design

The Charles Schwab Corporation is an American brokerage and banking company, based in San Francisco, California. The company serves 7.9 million client brokerage accounts, with over $2.54 trillion in assets, from over 300 offices in the U.S, one office in Puerto Rico, and one branch in London.

Lead designer for Charles Schwab mortgage site re-design

Project included:

  • Re-branded and re-designed site to maintain consistency with schwab.com
  • Re-engineered experience based upon consumer point of view and needs-based approached
  • Re-architected content into distinct categories
  • Developed experience map from awareness through sales and relationship cycle to verify overall communication strategy
  • Improved the online customer/prospect experience and facilitated the online mortgage experience
  • Enabled consistent messaging across the site

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