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A man talks to the camera in a café with large white cards appearing around him, reading "TSFA", "RRSP", "STOCKS", etc.

Sunlife: Asset Consolidation

Client: Sunlife
Industry: Finance
Video type: Commercial
Team: Director
Producer
DP
Camera assistant
Grip 1
Grip 2
Production designer
Sound recordist
Hair and makeup artist
BTS photographer
Editor
Senior editor

Who it's for

Sunlife clients with an advisor, many holding only insurance, deciding where their savings and investments should live.

A Sunlife video that puts each client's name right in the scene.

Sunlife wanted a video its advisors could email to their own clients, so we made Asset Consolidation, where every viewer finds their own name in the scene. It curves around a coffee mug, sits on an advice summary and ends the video, in English and French. We shot and built all of it, down to the text wrapping around the mug, so Vidyard only had to swap in the personalized name with their software. For each client, it felt like a note from their own advisor.

The challenge: Get insurance-only clients to bring their wealth to their Sunlife advisor, when they'd only ever thought of that advisor for insurance.
What we made: A personalized client video in English and French, plus social cuts and, the next summer, short pre-roll ads.
The result: Sun Life's advisors emailed it to their clients, the social cuts ran as paid ads, and the next summer we cut it down into 6-second pre-roll ads.

Deliverables

Sunlife › Asset Consolidation › Films

1 hero film and 1 social edit, in English and French.

4 deliverables · English and French · click any file to play it

Behind the scenes

Two actors, two languages: we filmed the English and French versions back to back, so French-speaking clients got a video made for them.

The actor holds a coffee cup by the advisor’s desk while the crew sets lights, a boom mic and the dolly camera.

The Oak + Rumble crew sets up a scene in a Sunlife-branded advisor office, with the actor shown on a camera monitor.

A RED cinema camera with a cine lens sits on a geared head on a dolly, ready for the next shot.

Crew members hold signs reading TFSA, RRSP, Stocks, Debt, Diversify and Google around the actor on the yellow set.

Two masked crew members, one by the dolly camera and one holding a phone, walk through a scene with the actor.

The advisor smiles at his computer across the desk from the actor while a boom operator stands by a dolly.

Masked crew watch a monitor while the actor waits on the yellow set and a boom operator holds the mic overhead.

A Oak + Rumble crew member in a director’s chair checks script notes beside a monitor showing the actor on a yellow set.

A masked camera operator holds a RED cinema camera as a boom operator raises the mic in the background.

A camera monitor shows the slate for an English-language take in front of the yellow set.

About Sunlife

Sunlife is a Canadian financial services company offering insurance, wealth and asset management to individuals and businesses. It's based in Toronto and works in markets around the world.

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