Charles Schwab is one of the most respected financial services firms in the world. Our UX / content team was responsible for enhancing the digital trading experience. This is a reintroduction to watchlist. A tool designed to help customers get info. Fast. Here's the final product.
Environments: Desktop, Mobile web & application
Testing methods: A/B, UAT
Role: Content Strategy Lead
Initial desktop view - Welcome to watchlist message
![](https://cdn.myportfolio.com/7fb4124f9c94f78b80e308c1c9d1bafd/a2ba8f05-b637-4191-9d67-f6855d4fccfe_rw_1920.png?h=e3b947cb87c6fa4c7e50ff6353301960)
I've added a symbol to watchlist.
![](https://cdn.myportfolio.com/7fb4124f9c94f78b80e308c1c9d1bafd/1461add8-546d-4d3d-8970-e15acb3ee55d_rw_1920.png?h=b0fa98cf36f1ee6cf0f96fc57c1c2a0d)
Here, I can create a new watchlist or edit this one.
![](https://cdn.myportfolio.com/7fb4124f9c94f78b80e308c1c9d1bafd/9dd8688e-f69e-4a42-8710-d580e91458c4_rw_1920.png?h=c797dcce97920e37bbcb3ff419ec2a00)
Oops. I added a bad character. So, let's give the client information to continue instead of a scolding.
![](https://cdn.myportfolio.com/7fb4124f9c94f78b80e308c1c9d1bafd/1cdf0fbc-cda9-4b06-8379-47a2688bf7dd_rw_1920.png?h=ac4e76a307afceee3b78ccf1bce1fac0)
Errors happen. So, let's provide corrective details.
![](https://cdn.myportfolio.com/7fb4124f9c94f78b80e308c1c9d1bafd/7d5ae324-ba17-4eba-ac30-3186c4273701_rw_1920.png?h=1f26046923118cc6a285863af87b91d6)
Disruptive actions: We give the clients choice.
![](https://cdn.myportfolio.com/7fb4124f9c94f78b80e308c1c9d1bafd/17ca4c74-0640-4915-a052-73ac34dd485c_rw_1920.png?h=bc53a55bed847e568b94e41bcda63f69)