Transforming the Plan Sponsor Experience for Sun Life Canada's Group Retirement Services
Sun Life’s Group Retirement Services partnered with Expero to modernize its digital tools. Leveraging Expero’s Connected Finance suite, they created a streamlined platform that empowers plan sponsors with faster, more intuitive fund analytics, reporting, and administration.
Use Case
Sun Life’s Group Retirement Services supports numerous Canadian employers in managing
workplace savings plans. To better serve plan sponsors—who play a critical role in selecting
and overseeing investment offerings—Sun Life set out to reimagine their digital tools to be
faster, more intuitive, and more inclusive.
They partnered with Expero and their Connected Finance suite to build a modern platform that
simplifies plan decision-making while enabling secure, efficient fund analytics, reporting, and
administration.
Customer Challenges
Plan sponsors face complex decisions that impact the financial futures of plan members. Sun
Life needed a digital solution that could:
● Simplify the fund evaluation process
● Analyze detailed information and reports about funds
● Support users across multiple languages and accessibility needs
● Provide administrative capabilities for ongoing fund management
● Align with Sun Life’s commitment to innovation, compliance, and customer-centricity
Delivered Results
Expero Solution
Interactive Fund Research Screener
A modern, accessible, and multilingual tool that helps plan sponsors explore fund options,
filter choices, and make informed decisions quickly. Designed for performance and simplicity,
the screener delivers:
● Lightning-fast filtering and comparison
● Compliance with AODA and WCAG accessibility standards
● French and English language support
● A mobile-responsive experience for anytime access
Fund Administration Portal
A powerful interface that allows Sun Life administrators to manage and configure fund
offerings within the supported plans. Key capabilities include:
● Easy updates to product lineups
● Controlled access
● Seamless integration with existing Sun Life systems
● Usage and administration in one place, without the need to bounce around between
disparate systems
Conclusion
By partnering with Expero, Sun Life’s Group Retirement Services transformed the way plan sponsors interact with their digital tools—enabling faster, smarter, and more inclusive retirement plan management. The result is a modern, scalable platform that reflects Sun Life’s leadership in client-focused innovation and long-term financial well-being. The rapid time to market allows Sun Life to stay ahead of its competitors and continue providing enhanced experiences for its users.
Overview
Sun Life’s Group Retirement Services supports numerous Canadian employers in managing
workplace savings plans. To better serve plan sponsors—who play a critical role in selecting
and overseeing investment offerings—Sun Life set out to reimagine their digital tools to be
faster, more intuitive, and more inclusive.
They partnered with Expero and their Connected Finance suite to build a modern platform that
simplifies plan decision-making while enabling secure, efficient fund analytics, reporting, and
administration.
The Challenge
Plan sponsors face complex decisions that impact the financial futures of plan members. Sun
Life needed a digital solution that could:
● Simplify the fund evaluation process
● Analyze detailed information and reports about funds
● Support users across multiple languages and accessibility needs
● Provide administrative capabilities for ongoing fund management
● Align with Sun Life’s commitment to innovation, compliance, and customer-centricity
Our Solution
Interactive Fund Research Screener
A modern, accessible, and multilingual tool that helps plan sponsors explore fund options,
filter choices, and make informed decisions quickly. Designed for performance and simplicity,
the screener delivers:
● Lightning-fast filtering and comparison
● Compliance with AODA and WCAG accessibility standards
● French and English language support
● A mobile-responsive experience for anytime access
Fund Administration Portal
A powerful interface that allows Sun Life administrators to manage and configure fund
offerings within the supported plans. Key capabilities include:
● Easy updates to product lineups
● Controlled access
● Seamless integration with existing Sun Life systems
● Usage and administration in one place, without the need to bounce around between
disparate systems
Our Approach
Conclusion
By partnering with Expero, Sun Life’s Group Retirement Services transformed the way plan sponsors interact with their digital tools—enabling faster, smarter, and more inclusive retirement plan management. The result is a modern, scalable platform that reflects Sun Life’s leadership in client-focused innovation and long-term financial well-being. The rapid time to market allows Sun Life to stay ahead of its competitors and continue providing enhanced experiences for its users.
What will we build together?
Let’s craft innovative, market-leading software to accelerate your business. Our software and data engineering teams are ready to solve your complex problems and help you grow.