Benjamin Fineman work resume bio contact
selected topics and models from final presentation
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detail of conceptual model
detail of use-case/user matrix

Schwab Investor Tools Strategy


Schwab asked Razorfish to create a strategic direction for their planning and monitoring tools. Working closely with business strategists, I analyzed the user experience aspects of the tools, and identified opportunities for strategic improvement. In addition to setting a strategic direction, the project also built consensus among the various investor tools project managers within Schwab.



  • Audited tools and strategies of competitors’ sites.
  • Identified strengths of Schwab’s tools offering and areas which needed improvement.
  • Examined needs of both Schwab customers and non-customers.
  • Worked with business strategists to formulate a plan that both improved user experience and promised financial rewards for Schwab.
  • Prepared a presentation and framework for use by the Schwab team to explain the strategy within Schwab.



  • Builds a shared vision of the future of investor tools.
  • Helps Schwab allocate limited budgets to high-priority tools.
  • Leverages investor tools to help Schwab acquire and retain customers.


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