Charles Schwab: US Brokerage & Wealth Management Service Cases
The Challenge
Charles Schwab is a leading US brokerage and wealth management firm with $20B+ revenue, with $9T+ in client assets and 35M+ brokerage accounts in the US and Hong Kong. They require cases for branch IT, secure document transport, and wealth advisor service equipment transported to Schwab branches, offices, and customer sites. Cases must: (1) meet SOC 2 + ISO 27001 + SEC + FINRA, (2) survive multi-modal North American freight with chain-of-custody, (3) protect $50,000+ branch IT and wealth advisor service equipment, (4) integrate with Schwab Supply Chain (SSC) chain-of-custody, (5) be reusable 500+ cycles.
Our Solution
KeXinMaterials delivered brokerage-grade secure cases with: (1) SOC 2 + ISO 27001 + SEC + FINRA + IP65 + tamper-evident seal, (2) PP copolymer with Schwab blue brand color, RFID chip, tamper-evident seals, (3) custom foam for Schwab branch laptops, payment terminals, secure document pouches, wealth advisor tablets, (4) serialized RFID + SSC chain-of-custody integration, (5) 500+ cycle reusability rating. Custom foam for Schwab branch laptops, iPad Pro wealth advisor tablets, secure document kits.
Results & Impact
1,500 cases deployed across USA + Hong Kong. 22 months zero equipment loss. 100% SOC 2/SEC compliance. Schwab standardized KeXinMaterials as a qualified brokerage case vendor for branch and wealth advisor operations.
“Schwab operates in the USA and Hong Kong with strict SOC 2 and SEC/FINRA brokerage security standards. KeXinMaterials cases have proven Schwab-blue color consistency and tamper-evident RFID chain-of-custody across our branch and wealth advisor network. The 500+ cycle reusability is critical for our ESG goals. They're our standard brokerage case. — Charles Schwab Supply Chain Director”
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