Charles Schwab Help me decide | Content By Susan Ayoob

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Charles Schwab Help me decide

A guided, personalized quiz to help clients choose the right retirement account at Charles Schwab.

Help me decide 3 NEW

Help me decide 3 NEW

Help me decide 2 NEW

Help me decide 2 NEW

Help me dec ide adjusted overlay 5 NEW

Help me dec ide adjusted overlay 5 NEW

Help me decide 1 NEW

Help me decide 1 NEW

Outcome:We saw a high quiz completion rate and a decrease in calls to the call center about account type selection.

Outcome:We saw a high quiz completion rate and a decrease in calls to the call center about account type selection.

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