Charles Schwab was founded in 1971 in San Francisco by Charles R. “Chuck” Schwab as a traditional brick-and-mortar brokerage firm and investment newsletter publisher.
Stonestreet Works provided Schwab with design and editorial consulting services on a large project over a period of several months. We worked with the company’s internal advertising agency and outside development teams (including Digitas in Boston) to develop an application that allowed financial advisers to customize and send personalized letters (and related marketing materials) to individual clients. In tandem, we developed a content management system for copywriters and other agency personnel using the application.
Since all our work for Schwab was proprietary, we’re not at liberty to share any images of the work.
- Editorial Consulting
- UX & UI