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.

Pacific Life is an insurance company that offers a wide range of life insurance, annuities, and investment products to individuals and businesses. The presentation project we did for them focused on showcasing their new digital platform designed to enhance customer experience through streamlined policy management and real-time financial planning tools.

Nationwide is a leading insurance and financial services company that provides a wide range of products, including auto, home, life insurance, and retirement solutions. Our presentation project for them involved developing an engaging multimedia showcase to highlight their innovative customer service initiatives and new digital tools aimed at enhancing policyholder experience.

MassMutual is a leading mutual life insurance company that provides financial products and services, including life insurance, retirement plans, and investment management. For MassMutual’s presentation project, we developed an in-depth analysis of emerging market trends to help them identify new growth opportunities within the financial sector.