Task at hand...
TIAA E&F Client Types
The new E&F site should be designed with these users in mind.
Sara
Executive Director of small non-profit organization
David
Investment Committee member for a large university, former CFO at a non-profit
Allison
Staff member at a small public university
Kate
Staff member of a large private university
Edward
Committee member of a small university
Design Principles
XXX
Express the business unit’s unique value and philosophy beyond an endowment investment context.
Enable prospective clients to discover which firm is the best fit for their needs; allow the business units to target the best fit clients.
Raise awareness and be top of mind before the need arises.
Develop content with varied levels of sophistication (basic to advanced) that acknowledges the different levels of investment expertise amongst the target audience.
