phil gillman: March 2010 Archives
I co-lead a team in the development of a vision for the digital future of TIAA-CREF. By the time I joined the team, the consumer facing components were already defined, and the meaty task of defining the business customer facing components remained.
Thru a series of UX, Design and Positioning exercises we laid out a vision for the full end to end client experience for TIAA-CREF's retirement plans. I guided the team thru the concepting and design of experiences running from sales & RPF thru implementation, plan management and financial advisor interfaces.
