The words "Schwab EquiView®" are written across a white background.
Woman [off-screen]: Schwab's recordkeeping platform, EquiView, has always been powerful…
Upbeat piano music plays throughout.
Camera zooms out to reveal the words have been written on the page of a journal. A woman's hands flank the journal.
Woman [off-screen]: …adapting as our clients' needs evolve.
The right hand picks up a black Sharpie and writes "an evolution" under "Schwab EquiView®." The right hand lays the Sharpie back down.
Woman [off-screen]: Now EquiView itself is evolving—not just to match what you work on, but how you work.
The journal page turns to reveal a hand-drawn web page. The right hand pretends to pinch the web page and shrink it before dragging it to the left-hand corner.
Woman [off-screen]: We've kept everything that makes EquiView an industry standard.
The right hand draws a square and a rectangle across the top of the page.
Woman [off-screen]: But there was still room to make the user experience better.
The hand taps the inside of the rectangle with the Sharpie and more rectangles appear, resembling a navigation bar.
Woman [off-screen]: So we streamlined the navigation, letting users seamlessly jump between Production and Modeler environments…
Navigation options pop up left to right with more specific page names, including Tasks, Data View, Reporting, a profile option, and more.
Woman [off-screen]: …and made it easier and faster for clients to get around.
Two sub-options labeled "Demo Company (ZVZZT)" and "Demo Company Class A" unfold vertically in a left-hand column. The right hand draws a jagged line resembling mountains from left to right.
Woman [off-screen]: We've designed new, plan-specific dashboards…
More rectangles and straight lines appear around the jagged line in Sharpie, resembling the layout of a web page.
Woman [off-screen]: …giving you an instant overview with at-a-glance metrics…
The right hand passes over the paper from right to left, and the Sharpie version of the web page becomes a digital version. The jagged lines that resembled mountain peaks become lines on a graph representing values associated with the DEMO company plan. The digital web page scrolls up to reveal another web page with several rectangles and a circle in the center, drawn in Sharpie.
Woman [off-screen]: …allowing for better storytelling and a better overall experience.
The right hand touches the circle and the Sharpie web page turns into a digital one. The circle and rectangles contain more information about the DEMO company's plan, including dividend dates, lapse value, vesting numbers, and more.
Woman [off-screen]: We've also built out improved and more robust tasks.
The digital web page scrolls up to reveal another web page drawn in Sharpie. The right hand taps the top rectangle and it becomes a digital list of specific tasks.
Woman [off-screen]: And reorganized notifications to clearly lay out next steps.
The web page scrolls up and to the right, revealing a square reading "Notifications" with a reminder to RSVP to SYNC.
Woman [off-screen]: All to make a more modern and intuitive experience…
The web page shrinks slowly to show the entire page.
Woman [off-screen]: …adapted to our users and how they work.
The web page shrinks again and shows that it's displayed on a laptop sitting on a table.
Woman [off-screen]: So you can better focus on what you're doing…
The camera zooms out, making the laptop appear smaller.
Woman [off-screen]: …and not on how to do it.
The right hand closes the laptop to reveal the words "Schwab EquiView®" against the backdrop of a blurred view of an office, with the closed laptop on a table below.
Woman [off-screen]: Announcing the evolution of Schwab EquiView.
A white screen drops down.
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