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Sketched solutions were continually tested against the personas to ensure that the user remained at the center of the product re-design.
In order to establish a more engaging product we reimagined the navigational structure to prioritize the various users needs and ambitions.

Ultimately by putting the user at the center of the product re-design we made a new entry point into Schwab’s portfolio of management tools by crafting a seamless pathway from employee to independent investor.