Leveraging Technology in Our Partnership Mark MacLeod Senior Vice-President, Client Services.

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Presentation transcript:

Leveraging Technology in Our Partnership Mark MacLeod Senior Vice-President, Client Services

Under the Sun 38% of daily account transactions are in Sun Life accounts 45% of contacts into our Service Centre are from Sun Life 54% of active users of our InvestorOnline service are Sun Life clients 70% of active AdvisorOnline (eCISS) users are from Sun Life

Solid record together Best in class when it comes to back-office operations Up the ante – raise the bar Build a stronger hand together Winning hand

Easier navigation More advisor information Video tutorials New InvestorOnline – January 2015 Fresh Fresh, new look and feel

New InvestorOnline – January 2015 Simple Simple access to documents Merge multiple tax documents into one PDF Performance charts, asset mix graphs Request address change Download transactions to Excel

New InvestorOnline – January 2015 Mobile

AdvisorOnline today

Alerts

Quick Docs Search for clients quickly and easily Search based on multiple criteria Quickly view, save and/or print statements Consolidate statements into one PDF

The power of Built by CI Flexible Versatile Powerful

TAX PIM RESP Examples of enhancements Group fees & rebates by account and by fund Purchase & redemption codes Historical ACB & MV Distribution breakdown: Interest, CG, dividend, ROC Reason for grant refusal Action steps to resolve refusal of grant

Custom reports

Smart fund code lookup From your client’s account on eCISS Look up desired fund code Find code along w/ Fund Facts

Quick and easy access to client information Proactive tools to help build your business Keep you informed, involved and connected

Mobile

Leveraging our partnership Continue to innovate with your feedback Continue to help you create value in your practice Continue to make it easy to do business with us

FOR ADVISOR USE ONLY – NOT FOR DISTRIBUTION TO CLIENTS Thank you Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ®CI Investments, the CI Investments design, are registered trademarks of CI Investments Inc. This communication is published by CI as a general source of information and is not intended to provide personal legal, accounting, investment or tax advice. Facts and data provided by CI and other sources are believed to be reliable when posted; however, CI cannot guarantee that they are accurate or complete or that they will be current at all times. CI and its affiliates will not be responsible in any manner for direct, indirect, special or consequential damages howsoever caused, arising out of the use of this presentation.