Charles Schwab Corporation Case Study

Charles Schwab Corporation Case Study-14
History of the Company to 2004 Schwab is a brokerage and banking firm that was founded in 1971 by Charles Schwab.The company has always been an industry leader in the area of innovation.

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Clients felt they were getting good value for their investment.

The Chief Executive Officer, Charles Schwab, is the constant face and voice of the company.

Schwab also seemed to have the ability to roll out new products and services to their clients in a timely manner.

Besides the goods and services Schwab offered its customers, the company was heavily involved in the areas of volunteerism and sponsorship.

With the price increases in 2003, they were no longer seen as a discount broker. The clients felt that they were unable to make an informed trading decision because of the lack of information that was provided to them.

The Schwab brand advertising was inconsistent during this time also.

Consulting Firm: Capital One first round summer internship job interview. Case Interview Question #00648: Our client Charles Schwab Corporation (NYSE: SCHW) is an American retail Brokerage firm based in San Francisco, California.

The company started offering discount brokerage on May 1, 1975 and since then has become one of the largest…

Our work focused on solutions for investment advisors who require powerful tools from Schwab in order to best serve their clients.

Our first step was to conduct research on the investment advisor community’s ethnographic and demographic attributes.


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