Financial Services
2014 - 2015
In 2014, TIAA undertook a major website redesign to enhance the customer investment experience while modernizing the site’s look and feel. It was both an exciting and challenging mission. I partnered with TIAA’s design team to explore multiple design directions and ultimately create a suite of desktop and mobile applications with intuitive guidance to help users complete key investment tasks with ease.
TIAA
10+ PROJECTS
Mobile Trading App
Led the design of TIAA’s intuitive mobile trading app, introducing guided trading workflows that lowered the barrier to entry and helped new investors trade with confidence.
2014
Mobile Trading App
Select Transaction Type
Allows customers to choose whether they want to buy or sell an investment.
Select Investment to Sell
Allows customers to choose the investment they want to sell.
Sell Order Added
Confirms that the sell order has been added and allows customers to either place the order or enter another transaction.
Buy Another Investment
Allows customers to use the proceeds to purchase another investment.
Orders Added
Confirms that both sell and buy orders have been added, and allows customers to either place the orders or enter another transaction.
Order Placement Confirmation
Confirms that both sell and buy orders have been placed and will be processed at market close.
View System Impact
After the planning job is saved, PowerMax uses AI to predict potential future performance impacts on the systems. Based on these insights, users can decide whether to proceed with implementation.
In 2014, as part of TIAA’s major mobile redesign, I collaborated with the design team to create an intuitive, guided trading app that made investing more accessible for less experienced customers.
Follow the cursor on left for complete demo.
Desktop Trading App
2014
2014
Desktop Trading App
Select Transaction Type
Allows customers to choose whether they want to buy or sell an investment.
Select Investment to Sell
Allows customers to choose the investment they want to sell.
Sell Order Added
Confirms that the sell order has been added and allows customers to either place the order or enter another transaction.
Buy Another Investment
Allows customers to use the proceeds to purchase another investment.
Orders Added
Confirms that both sell and buy orders have been added, and allows customers to either place the orders or enter another transaction.
Order Placement Confirmation
Confirms that both sell and buy orders have been placed and will be processed at market close.
View System Impact
After the planning job is saved, PowerMax uses AI to predict potential future performance impacts on the systems. Based on these insights, users can decide whether to proceed with implementation.
In 2014, as part of TIAA’s major desktop redesign, I collaborated with the design team to create an intuitive, guided trading app that made investing more accessible for less experienced customers.
Follow the cursor on left for complete demo.
Cash Withdrawal Guide
2015
2015
Cash Withdrawal
As part of TIAA’s major desktop redesign, I collaborated with the design team to create an intuitive, guided withdrawal app that made it simple for investors to withdraw cash from their accounts. The app supported three withdrawal types:
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
• Simple Withdrawal
• Custom Withdrawal
• Maximum Withdrawal
Retirement Planning
2015
2015
Retirement Planning
As part of TIAA’s major desktop redesign, I collaborated with the design team to create an intuitive interface that helped investors better understand their retirement investments. The design addressed key questions and insights, including:
• How much do I currently have for retirement?
• What is my asset allocation?
• What are my contributions?
• Am I saving enough for retirement?
• What are my recent activities?
• What advice or recommendations can guide my retirement planning?
• How much do I currently have for retirement?
• What is my asset allocation?
• What are my contributions?
• Am I saving enough for retirement?
• What are my recent activities?
• What advice or recommendations can guide my retirement planning?
Real Time Transaction Monitoring
2015
2015
Real Time Transaction Monitoring
As part of TIAA’s major redesign, I collaborated with the design team to create an intuitive monitoring tool for TIAA’s back office. The tool enabled staff to track investor enrollment in real time—showing how investors progressed through the process, how many successfully completed enrollment, and where users struggled or dropped off.
