Sound financial advice is valuable regardless of age or social status. Schwab MoneyWise provides information, insight, and tools to help everyone make smart financial decisions. Early in 2011, the Schwab MoneyWise team, led by Kristine Dixon, wanted to evolve the site while elevating its brand story.

After qualitative research with MoneyWise stakeholders, content providers, and users, CH finessed its strategic positioning, honed the mission statement, and developed a set of unique attributes that helped the team provide a focused content experience. A new design interface and information architecture also helped make the site less cluttered and more user friendly. The result is a highly educational interactive resource that effectively appeals to a broad public.