Electronic investment vehicle gives Sun Life Financial clients and advisors a smoother journey to meeting financial needs
TORONTO, July 12, 2011 – Sun Life Financial advisors are using a new industry-leading web-based tool, SunVision Investment Application, to help clients purchase the appropriate market-based investments for their financial plans.
“Our advisors have been using electronic applications to process clients’ business for over 20 years, but this enhanced tool provides even better service,” said Brian Taylor, Vice-President, Individual Wealth, Sun Life Financial Canada. “We’ve added features resulting in faster, more accurate processing, with one application covering the transaction end-to-end, from the opening of the account to placing the trade.”
The new electronic application helps confirm whether mutual funds and segregated funds match clients’ personal situations, financial objectives, investment time horizons, and tolerance for risk. For Sun Life Financial advisors, the new tool helps them deliver a superior experience, in less time, using signposts to navigate through the ever-increasing range of investment choices.
Univeris, a privately held company specializing in wealth management solutions for the Canadian market, partnered with Sun Life Financial to develop the tool. “Univeris is excited to roll out this transformative technology,” said Richard Binnendyk, Executive Vice President, Enterprise Wealth Management Solutions, Univeris. “Our foundational belief in Total Financial Management supports Sun Life’s mission of providing complete financial planning services for its clients.”
Good for business, good for the environment
Each time an advisor and client begin a purchase with the new electronic application, they’re initiating a process that uses less paper. This electronic environment, with its intuitive technology and computer-driven intelligence, paves the way for a smoother investment process. For Sun Life advisors, the SunVision Investment Application has a number of benefits:
- Provides easier-to-process business
- Highlights appropriate investments
- Stretches the investment day right up to market close
- Enables quick work flow.
As Sun Life develops new business tools and products, the company continues to dedicate resources to sustainability initiatives. Introducing more paperless processes to save trees, diverting solid waste from landfills by donating used furniture, and when possible, reducing energy use by teleconferencing instead of travelling are just a few of the ways Sun Life honours that commitment. This philosophy of corporate sustainability has led to national and international recognition:
- 2011 Global 100 Most Sustainable Corporations in the World – for proactively managing social, environmental, and governance issues
- FTSE4Good Index (Financial Times and London Stock Exchange) – for meeting globally recognized standards for environmental sustainability, social betterment, stakeholder relations, and human rights protection
- Dow Jones Sustainability Index North America – tracks financial performance of leading sustainability-driven companies.
About Sun Life Financial
Sun Life Financial is a leading international financial services organization providing a diverse range of protection and wealth accumulation products and services to individuals and corporate customers. Chartered in 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of March 31, 2011, the Sun Life Financial group of companies had total assets under management of $469 billion. For more information please visit www.sunlife.com.
Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.