
NerdWallet vs Charles Schwab
User problems
- Certain users find it difficult to learn and apply for [account type]
- Customers want to learn about savings the most effective way, but may not know where to start
- Customers do not know the banking language to distinguish between options for saving
- Customers want to be confident they are making the best long-term decisions with their money
- Customers are often driven by goals and life-events, not by product

