Charles Schwab Customer Focused E-Business Strategy|IT and Systems|Case Study|Case Studies

Charles Schwab Customer Focused E-Business Strategy

Case Studies | Case Study in Business, Management, Operations, Strategies Case Studies

ICMR HOME | Case Studies Collection

Case Details:

Case Code : ITSY042
Case Length : 17 Pages
Period : 1997-2004
Pub Date : 2004
Teaching Note :Not Available
Organization : Charles Schwab
Industry : Financial Services
Countries : US

To download Charles Schwab Customer Focused E-Business Strategy case study (Case Code: ITSY042) click on the button below, and select the case from the list of available cases: 

IT and Systems Case Studies | Case Study in Management, Operations, Strategies, Business Ethics, Case Studies

For delivery in electronic format: Rs. 500;
For delivery through courier (within India): Rs. 500 + Shipping & Handling Charges extra

IT & Systems Case Studies Collection
IT and Systems Short Case Studies
View Detailed Pricing Info
How To Order This Case
Business Case Studies
Case Studies by Area
Case Studies by Industry
Case Studies by Company

Custom Search

Please note:

This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

Chat with us

Strategic Management Formulation, Implementation, & Control, 12e

Please leave your feedback

Leave Your Feedback

ICMR India ICMR India ICMR India ICMR India RSS Feed

<< Previous

Website Enhancement

With the increasing number of online customers, Schwab initiated measures to improve its website architecture so that it could handle large volumes of transactions. The company also wanted to offer customers services that they found difficult to get over the phone, contact centres or branches. In 1997, Schwab began efforts to improve the website content and provide more research tools to customers.

A point of distinction between Schwab and other full service brokerage firms like Merrill Lynch was that the former, through its various channels, acted as a facilitator for executing trade and not as an investment advisor...

IT and Systems Case Studies | Case Study in Management, Operations, Strategies, IT and Systems, Case Studies

The Efforts Continue

In line with these ongoing efforts to launch new customer focused services, Schwab launched the Personal Choice program in February 2004 (Refer Exhibit V for an overview of the Personal Choice program). This service provided retail investors a wide variety of investment and advice and appropriate pricing, depending on their specific needs...


Exhibit I: Growth Of Charles Schwab's Online Accounts (1995-2002)

Exhibit II: Charles Schwab's Growth (1993 - February 2004)

Exhibit III: Services Offered By Online Brokers

Exhibit V Schwab's Service Offerings

Exhibit V: Schwab's Personal Choice Program

Exhibit VI: Awards And Recognition For Schwab

Custom Search

Marketing Financial Products
ICMR Textbooks Collection

Case Studies in Finance Volume-IV

Case Volumes Collection

Case Studies in Finance Vol III

Case Studies in Finance Vol III
e-Book on Case Studies in Finance

Case Study Volumes Collection


Case Studies Links:- Case Studies, Short Case Studies, Simplified Case Studies.

Other Case Studies:- Multimedia Case Studies, Cases in Other Languages.

Business Reports Link:- Business Reports.

Books:- Textbooks, Work Books, Case Study Volumes.