USAA (United Services Automobile Association) is a diversified financial services group that provides insurance, banking, and investment products to military members and their families. For USAA, we developed a comprehensive presentation outlining innovative customer engagement strategies designed to enhance member experience through digital transformation initiatives.

TIAA (Teachers Insurance and Annuity Association of America) is a financial services organization that provides investment, insurance, and retirement solutions primarily for individuals in the academic, research, medical, cultural and governmental fields. The presentation project we did for them involved creating an engaging multimedia overview highlighting their latest retirement planning tools designed to help educators effectively manage their long-term financial goals.

Principal is a global financial investment management and insurance company that helps individuals, businesses, and institutional clients achieve their financial goals through retirement plans, asset management services, and various other financial products.

For Principal’s presentation project, we developed an in-depth analysis of market trends affecting the retirement planning sector along with strategic recommendations to enhance customer engagement and optimize portfolio performance.