Sunlife Financial
Year
2019-2022
Services
- Product Strategy
- User Interface Design
- User Experience Design
Industry
- Enterprise
- Financial
- Insurance
Enterprise innovation
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.
We built a complete brand identity within Sunlife, creating a cohesive vision that resonates with customers and financial advisors. Our team delivered ongoing product design and feature release support, ensuring continuous improvement and innovation. Additionally, we established an enterprise design system to streamline future development, maintain consistency, and support scalable growth across all platforms.
186
Percent increase in overall business
847
Design System Components
24
Quarters of Feature Releases
Onboarding Experiences
We created a seamless onboarding experience for Prospr by SunLife that made it easy and natural for users to share their financial, health, and wellness goals. Using dynamic questions, gamified goal-setting, and a privacy-first approach, we collected valuable first-party data while building trust. This allowed the platform to deliver personalized recommendations and drive stronger user engagement.
Enterprise Design System
We created a scaleable, componant-driven design system for fast product development and agile iteration.
The Results
“By far the best team I’ve ever worked with. They truly understood the look I was going for and completely nailed it!”
Helping Canadians Prospr
The project resulted in a user-friendly platform that simplifies financial planning through intuitive tools and personalized recommendations. Prospr by SunLife now delivers a seamless experience, driving higher engagement, stronger trust, and measurable growth in user satisfaction and retention.
