SLGI: Granite Managed Solutions
- Client
- Sunlife Global Investments
- Industry
- Finance
- Video type
- Animation
- Team
- Creative director
- Producer
- Scriptwriter
- Illustrator
- Motion Designer
- French language consultant
- Sound designer
Who it's for
Everyday investors weighing a managed portfolio with their advisor, and the advisors who recommend it to their clients.
A financial explainer video made twice, for two very different viewers.
Sunlife Global Investments needed Granite Managed Solutions, its flagship investment product, explained in two animated videos: one for everyday investors, one for the advisors who sell it. We started with the investors: a quick, warm hook in a simple illustrated style. Then we built the advisor film on that same look, longer and deeper, because advisors needed to see what was under the hood. Both cleared compliance in English and French.
- The challenge
- Explain a complex managed-portfolio product in a way everyday investors could follow and advisors could use to sell it.
- What we made
- An animated explainer for everyday investors, plus a longer advisor version built on the same look, both in English and French.
- The result
- SLGI kept coming back after Granite, for quarterly market videos, advisor testimonials and, later, a new Granite video.
4 deliverables · English and French · click any file to play it
Working with the team at Oak + Rumble has been refreshing… now, we see them as an extension of our marketing/creative team. Only calmer and more organized!
About Sunlife Global Investments
Sun Life Global Investments (SLGI) offers Canadians investment solutions, including mutual funds and ETFs. It's part of the Sunlife group of companies and pairs Sunlife with asset managers from around the world.
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