Prospr is a first-of-its-kind hybrid advice solution launched by Sun Life in March 2022. It combines a digital platform that allows users to select, prioritize and track financial goals with licensed advisors available by phone or video call. The target market is millennials aged 25-49 who are focused on goals like purchasing homes, having children, and planning for retirement. In under 6 months, Prospr has seen over 70,000 visitors, 2,000 platform sign ups, and hundreds of financial plans created, averaging 6 minutes of engagement per visitor.

1. Prospr
First-of-its-kind hybrid
advice solution
Aug 30, 2022

2. 2
What is Prospr?
Prospr by Sun Life is enabled by a
digital platform and team of licenced
advisors, empowering Canadians to
select, prioritize and track their goals all
in one place while offering the option to
speak to a licenced advisor through
phone or video call.
Human + Digital

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Clients expect seamless, personalized digital experiences and the need for an
omni-channel model sparked the Prospr innovation.
Launched in
March 9, 2022

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Determined Target Market
Prospr is fresh, youthful and forward-looking
Let’s take a step back and understand how this innovation came to be.
Target millennial market
• Sweet spot is age 25-49 who are in the midst of
job changes, purchasing homes, having
children, and planning for retirement
Digital first
• Requires a fully digital ecosystem of social
assets, complemented with email campaign and
influencer strategies
• Designed for mobile, desktop and tablet
• Direct-to-Consumer sales
1 Understood what matters most to Clients
Plan, Platform and Advice
2
Personalized goal-
driven plan
Platform with the
ability to select
goals, plan with
scenarios and
easily make
updates.
Advice with
extended hours,
virtual collaboration,
customization and a
health/wellness
advisor.
STEP STEP
1
PRIORITIES
2
3

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Defined Holistic Advice &
Built a Value Proposition
Taking a Client-centric approach was critical to driving innovation.
Our Value Proposition
Enabled by a digital platform and a team of advisors
available by phone and video call, Prospr by Sun Life
offers Canadians a hybrid way to engage on their
holistic insurance and wealth needs through an
informative, easy-to-use digital platform and licensed,
salaried advisors at the ready.
Prospr by Sun Life makes it easier for Clients to
manage their goals with simple and intuitive digital
tools and resources to help them with what matters
most – their health, their wealth and protecting their
family.
Prospr Advisor Model
Salaried employees of Sun Life, that are licensed in
insurance and wealth products across Canada. Team
based approach to managing leads/ service requests
3 Built a Brand that resonates with Clients
4
STEP STEP
SOCIAL MEDIA EXAMPLES

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Made it come to life by enabling advisors to support Clients in the moments that matter, driven by technology.
We launched a first-of-its-kind hybrid advice solution in 2022.
5
STEP
CLIENT-CENTRIC PLATFORM
+ LICENSED ADVISORS

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Prospr is quickly growing and seeing amazing results in just 6 months!
Over 70,000 visitors
Over 2,000 platform sign ups
Average engagement of 6
minutes on site
KEY HIGHLIGHTS [1]
[1] Data pulled from March 9 (launch) until August 22
Hundreds of financial plans
created

8. Additional ma
terials

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Launch assets:A creative approach with a modern, playful angle to break
through the clutter and resonate with target audiences.
ORGANIC SOCIAL PAID SOCIAL
EMAIL
LANDING PAGES