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Zoom@Charles Schwab

Zoom at Charles Schwab: Distributed Meetings

Charles Schwab, a financials organization in the United States, uses Zoom Rooms from Zoom to support hybrid collaboration for employees and partners.

Financials teams at Charles Schwab treat Zoom as the working layer for hybrid collaboration.

“In the United States, employees and partners already knew where distributed meetings went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.”
“Zoom provides video meetings, phone, and contact center products used for internal collaboration and customer conversations.”
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Independent write-up. Figures come from public sources or are illustrative.

Value results

CategoryValue result
ProductivityFewer stalled items because distributed meetings has a clear owner
ProductivityHandoffs in hybrid collaboration sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how hybrid collaboration actually runs

Story

Charles Schwab did not need another dashboard that nobody opened. It needed hybrid collaboration to move. In the United States, employees and partners already knew where distributed meetings went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.

Zoom Rooms from Zoom is now in that path. Zoom provides video meetings, phone, and contact center products used for internal collaboration and customer conversations. The company treats it as production tooling for hybrid collaboration, which is why employees and partners live in it rather than exporting from it once a quarter.

Charles Schwab can show how distributed meetings is handled today. That is the value: a repeatable way to run hybrid collaboration on software the rest of the industry already recognizes.

Value Graph

Charles Schwab uses Zoom, Anaplan, Intuit, SAP, Proofpoint, Google Cloud, AWS, Fiserv, Microsoft Azure, SS&C, Coupa. Shared with Abbott Laboratories, Air Products, Aisin, Aldi, Alteryx. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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