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 Challenge
Advisors needed better ways to absorb and navigate content. Existing tools felt outdated and ineffective.
The solution
We built a browser-based 3D space that ran on anything. Advisors could explore on their own, access tools, and keep learning over time. The space stayed light but useful. Updates were easy to manage.
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
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
The Result
The platform launched fast and rolled out across B2B, retail, and events. It became a key product for the agency and helped position us as serious players in AI-driven brand work.
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 Take
This project proved the power of rethinking the container, not just the content. The format made all the difference. It looked better. It worked better.
