TIAA consultant hub experience
Contribute to a reimagined ecosystem, award-winning B2B experience by enabling flexible content models and responsive behavior across marketing pages.
2024-Present
Work scope:
Complex UI components design
Lifetime Income experience redesign
​Insight hub redesign
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Duration:
6 months
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Methods:
wireframe
Prototype
Design audits
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Tools:
Figma
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Tools:
Photoshop
Sketch
Axure
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Consultant have become crucial decision makers in retirement plans.
How do we reach them?
90% of top 200 clients work with consultants.
Consultants are at the tip of the spear when decisions are made about retirement plan providers. It is vital to our success that consultants understand-and recommend-TIAA's lifetime income (LTI) solutions.
B2B - Consultant Insight Hub
The redesigned Insight Hub gives TIAA consultants faster access to timely, client-ready insights—anytime, on any device. With streamlined navigation and smarter content organization, consultants can respond quickly to market changes and strengthen client relationships.
Component exploration
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I have been working in collaboration with design system team on how we can implement the dynanmic rail component to showcase the featured resources like articles and key financial datas.
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​The design iteration includes large and small tiles, text only tiles and data-only tiles
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The article card presents key details—title, summary, tags, and estimated reading time—to guide viewers in selecting content.
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Its design began with a mockup and evolved through three iterations to achieve the optimal balance between imagery and article information.
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The filter feature is critical in the insight hub main page as it enable consultants to browse by topic or content type—articles, media, or documents—for faster and more targeted access to resources.
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I designed the filter chip styles, status and the filter flow in collaboration with the design system team, ensuring a clean, intuitive look that aligns with the brand.
Arming consultants with knowledge thru
Case studies
Consultants stay ahead with TIAA’s breakthrough thought leadership—topical, powerful, and effortless to share with customers and colleagues.
By exploring successful case studies, they gain insight into how TIAA helps clients stay ahead of the game and discover the unique advantages we offer.
B2B - Case study
The financial case study with data visualization is to clearly present a challenge and its significant results with TIAA. it not only strengthens the credibility of the case study but also helps consultants quickly see the value, make informed decisions, and connect the results to their own goals. Contexts are created in article template through annotations to give the case study closes with a concise takeaway that explains what the data proves, why it matters, and how it can guide future action.
Article template with annotations
Data visualization
Using the right chart type—line charts for trends, bar charts for comparisons, pie charts for composition—ensures the data is easy to understand, while clean, brand-consistent visuals and a single highlighted metric keep the focus sharp, making it easier for viewers to grasp the story behind the data.
Investment portfolio. Moderate, aggressive , conservative
Retirement contributions
Investment paths-growth over time
Retirement accounts