Investment and financial services


Problem: Charles Schwab offers a wide range of investment and financial services. When someone visits or calls a Schwab office, employees can bring up the customer's records and talk knowingly about services best suited to the person's situation.

Browse www.schwab.com.

1) How does this web site confirm Schwab's customer focus?

2) Why is employee access to complete and current customer records especially important in the brokerage business?

3) Please provide the website URL of another firm you feel displays customer focus.

4) What is the characteristic or action of the firm, as reflected in the website, which demonstrates evidence of customer focus?

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Marketing Management: Investment and financial services
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