Teaching Note | HBS Case Collection | March 2007

Understanding Customer Profitability at Charles Schwab (TN)

by Francisco de Asis Martinez-Jerez


Teaching note to 106002.

Keywords: Customers; Profit; Organizational Change and Adaptation; Organizational Culture; Decision Making; Cost; System; Transformation; Budgets and Budgeting; Performance Evaluation; Financial Services Industry; Web Services Industry;


Martinez-Jerez, Francisco de Asis. "Understanding Customer Profitability at Charles Schwab (TN)." Harvard Business School Teaching Note 107-065, March 2007.