Scaling Financial Learning Across Schwab's Global Platform
A unified learning ecosystem for 1.8M+ investors, built on top of two merged platforms and a decade of legacy content.
Post-merger, Schwab inherited a fragmented learning experience — TD Ameritrade's content lived in one system, Schwab's in another, and neither worked well across web, tablet, and mobile.
I led end-to-end design for a unified ecosystem: a new component library, a re-architected information model, and a migration of 1.8M users with no drop in engagement.
Two learning platforms, inconsistent across every surface.
One design system, every surface.
Shipped on responsive web, iOS, Android, and iPad with shared tokens across all surfaces.
The fragmentation wasn't visual.
It was architectural.
Re-architecting the information model.
I mapped how content actually moved through the two systems — what learners searched for, where they dropped off, and which paths the old taxonomy made impossible.
The new model collapsed two parallel ecosystems into one Insights & Education hub, organized around how users consume — commentary, learning paths, courses, planning — with topic filtering as a second navigation layer.
Progress tracker, designed for state-heavy workflows.
