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. The enhanced Options chain flow improves trades: buy, sell and hedge.
Environments: Desktop, Mobile web & application
Design principle: "Know as you know."
Testing methods: A/B, Moderated + Unmoderated testing
Role: Content Strategy Lead
We're introducing a new Options chains experience.
Contract ranges were enhanced for more options.
The Trade Builder helps clients build additional legs.
The Trade Builder teaches clients how to trade.
