Charles Schwab chose Chromebooks because they needed devices that were fast and easy for clients to use when opening new accounts in branch locations. The experience had to be straightforward for walk-in customers, with minimal friction at the point of use.

At the same time, the technology team had to meet the company’s stringent security standards. Chromebooks offered a balance of usability and control: they are simple and user-friendly on the front end, while still allowing Schwab to enforce strong security policies in the background.

Chromebooks help Charles Schwab meet strict security requirements by allowing IT teams to manage and control the devices from a central location. This centralized management means:

• Security policies can be applied consistently across all branch devices.
• Updates and configurations can be pushed remotely, reducing manual work in each branch.
• Access and usage can be monitored and adjusted as needed to align with company standards.

This setup lets Schwab reimagine how it secures client-facing devices: clients get a simple, guided experience, while IT retains tight control over how each Chromebook is configured and used.

Chromebooks help Charles Schwab streamline the in-branch account opening process. Because the devices are fast and easy to use, clients can move through forms and steps more quickly, with fewer technical hurdles.

For branch staff, centrally managed Chromebooks reduce setup and troubleshooting time. Devices are configured in advance according to company standards, so employees can focus on guiding clients rather than fixing technology issues. This combination of speed, simplicity, and centralized control helps Schwab rethink how it delivers a smooth, secure onboarding experience in its branches.