Holistic Life Insurance and Financial Planning Tool

Prospr by SunLife

Prospr Dashboard app screen

The Brief

Prospr by Sunlife is a holistic wealth, health and financial platform for Canadians. It has tools for customers and financial advisors to collaborate on their financial, health and wellness goals.

The world of personal finance can be complex, but we needed to keep it simple. How do we get as much information from customers without being too intrusive? How do we play back that information in a simple way that brings instant value?

Services
  • Dedicated Innovation Team
  • Product Design Sprint
  • Product Strategy
  • UX Design Strategy
Industries
EnterpriseFinancial

The Showcase

Mobile App

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Mobile App
Prospr Dashboard app screen

Desktop App

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Desktop App
Prospr Dashboard app screen

Dashboard

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Dashboard
Prospr Dashboard app screen

We drove product-led growth through an intuitive onboarding experience for life insurance, financial planning, and wealth stability. We also designed a platform for goal setting, budgeting, and achieving financial goals.

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