Schwab Stock Plan Services Differentiator Transcript
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What sets Schwab apart?
Hear from our clients.
Wendy: They bring something to your attention that you didn't even know was a problem. And I think that being proactive really sets them apart from other vendors that I've experienced.
Steve: I've been with my company 25 years, working with many different brokers and vendors. I've never really had this one-on-one partnership where I honestly feel as if we are in this together.
Tony: Now, I've done three IPOs in my career. One of them has been online with Schwab, and it's been night and day. With other participants, or other CSMs, I am constantly bugging/asking them, “Where are they? I need your help.” It was very different with Schwab. I felt like they were making sure that I was gonna be okay, versus me trying to make sure: Would they be available for me?
Lamont: When you have issues or situations and you need somebody to come onsite to help you, sometimes those other companies were reluctant to do so. Working with Schwab, we were going through a transition process internally, and the Schwab team came out to help.
Ritu: We have a saying: “GSD.” It's “get stuff done.” So just, go out there, do what you need to do to make things happen. I think that Schwab is always looking to bring that in, as well, and to work with us and to make things happen for our participants.
Lamont: With some of the other providers, you had to fit what you get into their actual bubble. So, if it didn't work, they would come and tell you, “Okay, we can't do this, you need to do XYZ,” where Schwab would be like, “This is something we haven't really done right now, but we can work with you in partnering and getting this actually processed.”
Rated #1 in overall satisfaction. We're committed to exceptional client service. Because we're always working to provide a better experience for you and your participants, we're proud to announce our #1 rating in overall satisfaction and 17 other attributes in the 2018 Group 5 Annual Survey.
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Stock Plan Services
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These testimonials may not be representative of the experiences of other clients. These are not indicative of future performance or success. It stems strictly from the client's direct experiences with Schwab Stock Plan Services and not from any services offered by a registered investment advisor.
Schwab Stock Plan Services provides equity compensation plan services and other financial services to corporations and executives through Charles Schwab & Co., Inc. ("Schwab"). Schwab, a registered broker-dealer, offers brokerage and custody services to its customers.
The 2018 Group Five Stock Plan Administration Benchmark Study was conducted from May 2 to June 15, 2018 and includes rating from 1,465 plan sponsors of their satisfaction with outside plan administration services. Charles Schwab Stock Plan Services is rated highest in Overall Satisfaction for 2018 among all plan sponsors in the study who rated their satisfaction with outside-plan, full service administration. Schwab Stock Plan Services was also rated highest among full administration plan sponsors for 13 other service attributes in the same study and tied for first place in an additional 4 service attributes.
Group Five, LLC is not affiliated with Charles Schwab & Co.