Cash Withdrawal Emails - TIAA

A redesign of the cash withdrawal email notification on the web and mobile devices.

I worked with project owners, content strategists, design operations, design directors, legal partners, marketing teams, and developers to bring the redesign initiative to life over many design iterations.

The following were the different email statuses I worked on:

1. Acknowledge email - with required documents

2. Acknowledge email - no required documents

3. Reminder email for spousal waiver

4. Spousal waiver approved

5. Spousal waiver - Incomplete/ (not in good order)

6. Declined - with reasons

7. Cancelled transaction

8. Transaction Completed

First Iteration

A first pass at withdrawal email notification and we received a lot of feedback and iterated.

Second Iteration

Third iteration

Framework for the design structure

Refined Designs

We finalized the different states after several reviews with project owners, legal partners, accessibility, marketing teams, peer design groups, and leadership groups.

Revised New iteration

We have finalized the designs after reviewing them with the accessibility, legal, and marketing team. I’m working with developers, the product manager, and the content management team for the final release.