Client management resources:

Ideal Client Analysis Tool

Define your target market to focus business and marketing activities on the people you're best positioned to serve.

Client Segmentation Tool: Segment your clients using a combination of objective and subjective attributes to identify which clients you should spend greater time and attention on.

Ask your Sun Life relationship manager for access to the Client Service Model

  • Define the client service experience for each client segment in order to match the level of service to their needs and expectations.