Intuitive, visually appealing Web sites.
With Schwab RT Web, you can easily
customize the appearance, content and
structure of your participant and Plan
Sponsor sites. Advantages include:
- Familiar functionality like drop down menus, check boxes and drag and drop functions
- Special tools and features to create a custom user experience for reporting and education
- Multi-lingual capabilities for a diverse participant population
Higher service levels in call centers.
Using Schwab RT Call Center, Customer
Service Representatives across multiple call
centers can access current, comprehensive
participant account information. Every
participant contact is captured by Call Center
through a direct interface with the
Recordkeeping database and all other access
points—including Web, voice response and
wireless. The result is a deeper understanding
of the participant—at any given moment,
with every call coming in.
- Intuitively designed desktop—most frequently requested information and activities are close at hand
- Imbedded notification system—representatives can forward information and requests to other individuals and groups
- Superior database management and reporting tools—to track and continuously improve service levels
Build stronger relationships with more customized service offerings.
Expanded access with voice
Schwab RT Voice gives participants additional ways to access and manage their accounts. Integrated seamlessly with Recordkeeping data, Voice delivers convenient, dependable service to participants. Plan administrators have access to reporting, customization and other management capabilities.
Tools for advanced customization
For a higher degree of customization, clients can use the Schwab RT Developer's Toolkit. This Application Programming Interface (API) gives plan administrators direct access or "plug-in points" to the Schwab RT Recordkeeping business rules and data. Plan administrators can seamlessly integrate their own applications within the Schwab RT system architecture and realize significant cost savings from a development standpoint.
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