Scaling Financial Learning Across Platforms

CASE STUDY: CHARLES SCHWAB

Migrated legacy learning experiences into Schwab while redesigning for responsive web and app, stabilizing performance through transition and establishing reusable components adopted across business units.

Company

Charles Schwab

MY ROLE

Principal Product Designer

SCOPE

Migration + Redesign

CONSTRAINTS

Legacy Structures, Cross-Platform Parity, Accessibility Requirements

The Challenge of Scale

The primary hurdle was reconciling decades-old legacy
codebases with modern design requirements. We
needed a solution that was performant on mobile
without sacrificing the depth of information required for
high-stakes financial education.

“The system didn’t just need a
facelift; it needed a fundamental
restructuring of how data flows
through the interface.”

Approach & Solution

A multi-phased digital transformation focusing on the intersection of legacy content architecture and modern user expectations.

PHASE 01

Translate Legacy Content

Auditing thousands of training assets to map
outdated formats into a cohesive, structured content hierarchy optimized for accessibility.

PHASE 03

Ship Iteratively

Continuous deployment cycles allowed for real-world feedback loops from store associates, refining the UI based on actual usage telemetry.

PHASE 02

Define Reusable Components

Developing a modular library of "Instructional Atoms" that ensure consistency across web, tablet, and handheld handheld devices.

Outcomes & Growth

The transformation resulted in measurable improvements across key performance indicators, proving that design-led strategy impacts the bottom line.

        
ENGAGEMENT
+5%

      Growth in weekly active user engagement across the platform.
    
RETENTION
+22.1%

      Increase in training courses completed per associate annually.
    
COMPLETION RATE
+3.2%

      Lift in Learning Paths completed across redesigned experiences.
    
GOAL PROGRESS
94%

      Progress against retention goals maintained during platform transition.

Stable course traffic throughout the migration

New registrations for learning content increased across Schwab + TDA client segments

The Operating Model & Structural Shifts

Beyond the interface, we re-architected how Kroger's digital products are conceptualized, built, and maintained across the enterprise.

01

Unified Information Architecture

Breaking down silos between grocery, pharmacy, and fuel to create a single, intuitive mental model for the customer.

02

Modular Commerce Patterns

Standardizing cart actions, product cards, and checkout flows to ensure consistency regardless of the vertical.

03

Accessibility-First Standards

Embedding WCAG 2.1 compliance into the base layer of the design system, making inclusive design a non-negotiable default.

UNIVERSAL

04

Real-time Feedback Loops

Deploying automated instrumentation to track component performance and user friction in production environments.

I treated this as a systems migration, not a redesign. I aligned teams around a shared model, defined component standards and states up front, and partnered with the design system team early to ensure what we shipped could scale.

Building for the next billion.

Interested in how we leverage modular architecture to drive enterprise-wide transformation? Let's discuss your next system.

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