Extending Charles Schwab's Experience on Apple CarPlay

For this project, I researched and explored how to extend Charles Schwab's core iOS app functionality to Apple CarPlay. The goal was not to merely replicate experiences but to identify opportunities for multi-device integration to assist users in achieving singular tasks efficiently. As our lives are increasingly multi-modal across screens, our retail trading experience should reflect that flexibility.

Project Highlights:

1. Multi-Device Integration: I aimed to create a seamless experience that allows users to start a task on one device and continue it on another. This integration provides greater flexibility, enabling users to manage their finances even while on the go.

2. Compliance Collaboration: Worked closely with compliance to streamline the user flow, ensuring all regulatory requirements were met without compromising the user experience. This collaboration resulted in a significantly simplified process that maintained the desired outcomes for customers.

Key Functionalities on Apple CarPlay:

• Market Updates: Users can receive real-time market updates and news, keeping them informed while driving.

• Voice Commands: Utilized Siri to enable hands-free trading and account management, making it safer and more convenient for users to interact with the app while driving.

• Portfolio Monitoring: Allowed users to check their portfolio performance and get updates on key assets.

• Trade Execution: Provided the ability to execute trades via voice commands, with confirmations and detailed information displayed on the CarPlay interface.

Design Considerations:

• User Safety: Prioritized safety by ensuring that interactions could be completed with minimal distraction through voice commands and simplified interfaces.

• Consistency: Maintained visual and functional consistency with the iOS app while optimizing for the in-car experience.

• User Testing: Conducted thorough testing to ensure the interface was intuitive and user-friendly, even in a driving context.