OREANDA-NEWS. Sun Life Financial is taking a major step to help Canadians achieve lifetime financial security by introducing the Digital Benefits Assistant.  Using big data and advanced analytics tools, this technology-based intelligence being developed by Sun Life's Client Solutions team is focused on helping the members they serve through employee benefits plans prepare for today, tomorrow and their future.  This innovation will help Sun Life plan members to more fully appreciate the benefits and pension plans provided by their employer.

"Extending a helping hand to plan members when they need it, with relevant information and solutions and in a convenient manner, has been central to our vision of helping Canadians achieve lifetime financial security," said Kevin Dougherty, President, Sun Life Financial Canada. "Over the years, Sun Life Canada has continually invested in our capability to proactively engage group plan members, empowering them to take more active control of their own health and financial well-being, along with providing a greater understanding of their benefit programs and their value," added Dougherty.

Following innovations such as Total Benefits, Welcome Calls, transition support and expanded mobile access, Digital Benefits Assistant is Sun Life's latest innovation to help group plan members better understand and feel confident about their employer provided health and retirement benefits.  The real time comprehension of members' needs allows every interaction with Sun Life to focus on helping plan members with relevant information and support at the right time, through the channel of their choice.  "Whether they connect with us online, on their mobile device or through our customer care centres, this new technology will ensure consistent, personalized and relevant experiences for plan members," said Dougherty.

By investing in this capability, Sun Life Financial plans to:

  • Extend its industry leadership in providing client-centric real-time service and solutions.
  • Deliver innovative and targeted service and decision support via personalized and relevant interactions across multiple channels.
  • Better serve plan members' full range of needs and help guide them to their goal of well-being and financial security.