Strategic Partnerships Charles Schwab has a track record of forming strategic partnerships, such as the recent collaboration with Citadel Securities to launch an institutional-only crypto exchange. Identifying more potential partners in the fintech space could lead to new business opportunities.

Investment from Wealth Management Firms Wealth management firms like HMV Wealth Advisors and 5T Wealth, LLC have made significant investments in Charles Schwab. Leveraging this investor interest can open doors for sales conversations with other firms in the wealth management industry.

Tech Savvy Clientele With a tech stack including modern technologies like AngularJS and OpenID Connect, Charles Schwab caters to a tech-savvy audience. Highlighting their advanced tech solutions could attract clients looking for innovative financial services.

Key Personnel Transition Charles Schwab recently saw changes in key personnel, with executives leaving and joining other companies. This could present an opportunity to introduce new decision-makers to the innovative products and services offered by Charles Schwab.

Market Expansion through Partnerships Expanding into new markets through partnerships, like the one with Rebalance 360, can be a successful strategy for growth. Identifying more potential partners for market expansion initiatives could lead to increased sales opportunities.