Charles Schwab's Digital Banking Solutions division — now known as Digital Retail — is the digital engine behind one of America's most recognized financial brands. A 450-person, nationwide team responsible for the digital products and online experiences used by more than 36,000 Schwab and TD Ameritrade clients.

The Managing Director of the division knew the team was capable of more. But capability without alignment is just noise. Silos had formed. Communication was inconsistent. Data collection and reporting were inefficient. And the team's strategic direction — clear at the top — wasn't landing the way it needed to at every level of the organization.

She needed a senior communications partner who could come in, assess the landscape, and build something that worked.

Re:form Communications was engaged to do four things — and do them well:

1. Increase Employee Engagement.
We developed an internal communication strategy designed to connect a geographically dispersed, 450-person team to a shared sense of purpose. That meant more than a newsletter. It meant building the right cadence, the right channels, and the right content to make people feel informed, included, and invested.

2. Break Down Communication Silos.
Cross-functional teams don't collaborate by accident. We mapped the communication gaps between teams, identified where information was getting stuck, and built the bridges — structured touchpoints, shared language, and leadership messaging that reinforced connection over competition.

3. Streamline Data Collection and Reporting.
Inefficient reporting isn't just an operational problem — it's a communication problem. We redesigned the data collection and reporting workflows to reduce friction, increase accuracy, and give leadership the visibility they needed to make faster, better decisions.

4. Communicate and Drive Strategic Direction.
A strategy that lives in a leadership deck isn't a strategy — it's a document. We worked directly with the Managing Director to translate the division's strategic priorities into clear, compelling narratives that could be understood, repeated, and acted on at every level of the organization.

A 450-person division that moved from fragmented to focused. Employees with a clearer line of sight to the team's strategic direction. Leadership with better data, better visibility, and a communication infrastructure built to scale.

When one of America's most trusted financial brands needed its digital division to operate like a team — not just a headcount — Re:form built the communication foundation that made it possible.

SERVICES DELIVERED
- Internal Communication Strategy
- Employee Engagement Programming
- Cross-Functional Communication Design
- Strategic Narrative Development
- Data Collection & Reporting Optimization
- Executive Advisory & Messaging Support