Portfolio Tag: user experience

TIAA self-directed IRA product

TIAA self-directed IRA product
Brief: TIAA-Cref launched a new self-directed IRA investment product, enhancing account management and trading experiences with improved asset allocation capabilities and a broader investment menu to attract a wider retail retirement market. Problems: Restricted data infrastructure limited integration across multiple databases. The company was undergoing a rebrand, requiring new components for secure pages to align…
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Retirement Guidance Wizard

Retirement Guidance Wizard
Brief: TIAA partners with non-profits to educate employees about retirement plans, addressing the confusion caused by scattered documents and minimal guidance. This project aimed to create an interactive tool that simplifies retirement plan selection, potentially serving as a template for other TIAA clients. Solution: An interactive retirement tool was created and is currently hosted on…
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