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An animated financial advisor smiles on a video call from a laptop in a home office, in Sunlife's yellow and teal.
Watch in

Sunlife: Zoom

Client
Sunlife
Industry
Finance
Video type
Animation
Team
  • Producer
  • Scriptwriter
  • Creative director
  • Illustrator
  • 2D animator
  • Sound designer

Who it's for

Financial advisors at Sunlife, mostly in their 40s, deciding whether to meet clients by video instead of driving to every meeting.

An insurance explainer video pitching advisors on video calls, two years early.

Before the pandemic made video calls normal, Sunlife needed an insurance explainer video to get its advisors meeting clients over video. Zoom makes the pitch advisor to advisor: less time on the road, more time with clients. The script went through five drafts with legal and compliance, and when Quebec partners asked for a full French version, the animation only needed a new voice.

The challenge
Get advisors who'd always met clients face to face to try video meetings, in 2018, before anyone had to.
What we made
A short animated explainer in English and French, told by one advisor talking to the rest.
An office tower and a small house side by side under a yellow sky, with clouds, a sun and green hills.
A smiling advisor on a video call, surrounded by screens for drawing, sharing charts, filling out forms and chatting with clients.
An orange triangle, a teal square, a blue circle and a pale yellow bar stacked and balanced on a white map pin.
Sunlife logo

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.

Because you watched Zoom

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  • Also in financeCommercialFairstone: Funny Canadian
  • Another animationAnimationDigitalEd: Möbius

Ready to rumble?

We’ll help you turn an idea into a plan you can take to your team: what the video needs to do, what it’ll take, and what it’ll cost. Most of our projects land between $15K and $100K+.

Plan your next video
Oak + Rumble
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Oak + Rumble is a video production company based in Kitchener–Waterloo, partnering with B2B marketing teams across Canada and the United States. We create commercials, brand stories, explainers, and ongoing video content.

137 Glasgow St, Unit 210, Kitchener, ON N2G 4X8

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