Gartner Research

Schwab: Customer-Centric Approach in Financial Services

Published: 13 June 2001

ID: G0098750

Analyst(s): Kimberly Harris-Ferrante

Summary

Schwab's CRM investments to deliver quality customer service have made it a financial services technology innovation leader. It must integrate its touchpoints and provide quality/personalized experiences to keep its status.

Table Of Contents
  • Problem
  • Objective
  • Approach
  • Results
  • Critical Success Factors/Lessons Learned
  • Key Issues

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