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.
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
The Result
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
My Role
Led product and UX design
Directed interface and 3D space design
Built workflows and tools for client-side scaling
Managed evolving tech and implementation
Managed client reviews and approvals
My Take






















