Timeline
December 2020 - March 2021
Role
UX Architect
Research Support
Capability Owner
Research Support
Capability Owner
Schwab Salesforce Internal guidelines
Salesforce UX Standardization
The Salesforce UX Standardization initiative is about uniting the Product, UX, and Dev approach to Salesforce design and development at Schwab. Standards and guidelines are updated periodically to ensure it offers the most up-to-date information and contributions from various team members as well as internal & external resources.
Salesforce service desktop
Form Request
The Form Request feature brings additional functionality from Client Central into Service Desktop. CS&S Professionals are able to search for different types of blank forms directly within Service Desktop using the new Knowledge Management Center, view the results, and email the forms to clients. This feature will help to increase Service Desktop adoption and decrease AHT for our service professionals.
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SWAP Initiative
Salesforce Client View
To optimize the Schwab Private Client (SPC) experience for both our reps and clients, the wealth management team is exploring ways to better leverage Salesforce by reimagining the client view page to optimize the rep experience workflow.
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Salesforce service desktop
Client + Account Notes
The Notes feature in Service Desktop will provide internal CS&S professionals the ability to capture necessary details about client conversations and requests at the client level and account level. Additionally, Notes will allow Service professionals to record and view any relevant notes related to client interactions with CS&S. This will help reduce call average handle time (AHT) by providing reps with key information to quickly review and resolve any client requests while nurturing client relationships.
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SWARM Initiative
Advice Suite (SWARM)
Advice Suite is an essential in-house platform that our professionals use to manage and build Schwab Private Client (SPC) portfolios. The Advice Suite project team is looking at ways to modernize the legacy experience by combining several features such as the buy & sell and updating the user interface components.
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Salesforce service desktop
Mobile Rep Solutions App
Company
Have a Project Idea?
Web Design
UI/UX
Motion
Branding
Framer
Development
Webflow
Web Design
UI/UX
Motion
Branding
Framer
Development
Webflow
FAQ
Frequently asked
What’s the Design Agency delivery process?
What if I'm not satisfied with my designs?
Is there a limit to the number of requests I can make?
Why not just hire a full-time designer?
How do I share feedback?
What’s your cancellation policy?