Role:
Redefining Advisor Education in 3D
Financial training is usually a chore. We turned it into an immersive digital environment that stayed live for years, drove thousands of visits, and set the bar for internal platforms inside Sun Life Global Investments.
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The problem
Advisors needed better ways to absorb and navigate content. Existing tools felt outdated and ineffective.
The solution
Built a browser-based 3D environment, no downloads required
Designed with calm, biophilic visuals for trust and professionalism
Structured content around exploration, not passive reading
Created zones for tools, learning modules, and thought leadership
Streamlined approval and iteration pipelines
The impact
Over 21K visits and ~20 clicks per session
Became an ongoing platform updated over 2+ years
Recognized internally as a standout innovation
Strengthened advisor confidence and knowledge
Why it mattered
The browser-based 3D experience transformed learning from static to dynamic, making it engaging for advisors and giving them a tool they actually wanted to use.
My take
This project proved the power of rethinking the container, not just the content.
