Delivering Scalable Execution for a $6 Trillion Financial Powerhouse
The merger between Charles Schwab and TD Ameritrade represented a consolidation of assets—a transformation opportunity to redefine client experience, streamline operations, and unlock long-term growth. With over 28 million brokerage accounts, 5 million+ daily trades, and $6 trillion in assets, executing this integration flawlessly is critical.
TechX provided project management discipline and technical leadership to guide this high-stakes transition—ensuring efficiency, continuity, and innovation across people, platforms, and performance metrics. TechX coordinated with the centralized program management office to oversee and coordinate hundreds of integration workstreams across technology, operations, compliance, and customer experience. TechX excelled in managing the phased migration of data and digital platforms with zero disruption and maximum security. TechX PM embedded agile teams to lead upgrades across web, mobile, and self-service tools. TechX provided: Internal stakeholder engagement plans, Change readiness assessments and training programs. Communication toolkits for advisors, clients, and service teams.
