Omni Channel Client Journeys At Charles Schwab

PRESENTED AT IIA’S VIRTUAL SYMPOSIUM, OCTOBER 2020 BY:

JODI BLOMBERG, SR MANAGING DIRECTOR, ENTERPRISE ANALYTICS AND DATA SCIENCE

Business Context and Objectives

From its early days in the 1970s as a pioneering discount brokerage, Charles Schwab has grown into one of the largest asset managers in the world, with over $6 trillion in client assets and 28 million brokerage accounts. A market innovator from the start, Schwab credits its continued success to its relentless commitment “to put the client first” and “to champion every client’s goals with passion and integrity.”

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