Sun Life Financial
1 York Street,
Toronto, M5J 0B6, ON,
Canada
Toronto, M5J 0B6, ON,
Canada
1 877-786-5433
Insurance
Sun Life Financial Technographics
Sun Life Financial Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sun Life Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 29169 Sun Life Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sun Life Financial has purchased the following applications: Zoominfo Platform for Account Based Marketing in 2023, Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) for Analytics and BI in 2014, Bottomline Paymode-X AP Automation for AP Automation in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sun Life Financial is running and its propensity to invest more and deepen its relationship with Zoominfo , Microsoft , Bottomline Technologies or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Sun Life Financial revenues, which have grown to $23.21 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Sun Life Financial intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Sun Life Financial Data, Technology Stack, and Enterprise Applications
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
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CRM | CRM |
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2011 | 2011 |
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CRM | CRM |
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2011 | 2011 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2014 | 2014 |
Analytics and BI
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft BI (SSRS, SSAS, SSIS, SQL Server Reporting) | Analytics and BI | Analytics and BI | n/a | 2014 | 2018 |
ERP Financial Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Bottomline Technologies | Legacy | Bottomline Paymode-X AP Automation | AP Automation | ERP Financial Management | n/a | 2011 | 2011 |
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ERP Financial | ERP Financial Management |
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2020 | 2021 |
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Expense Management | ERP Financial Management |
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2011 | 2011 |
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Financial Consolidation and Close | ERP Financial Management |
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2013 | 2013 |
Collaboration
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Event Management | Collaboration |
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2017 | 2017 |
Content Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
ERP Services and Operations
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Facility Management | ERP Services and Operations |
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2020 | 2020 |
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Insurance ERP | ERP Services and Operations |
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2009 | 2009 |
SPM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2013 | 2013 |
ITSM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2012 | 2012 |
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Portfolio and Investment Management | Investment Management |
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2018 | 2018 |
HCM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Recruiting, Applicant Tracking System | HCM |
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2013 | 2013 |
TRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Risk Management | TRM |
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2010 | 2010 |
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Risk Management | TRM |
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2018 | 2018 |
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Treasury Management | TRM |
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2010 | 2010 |
CyberSecurity
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Vulnerability Management | CyberSecurity |
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2020 | 2020 |
IT Decision Makers and Key Stakeholders at Sun Life Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Subscribe |
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Director, Data & BI Services | Director | IT | Subscribe |
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| Subscribe |
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AVP, Business Analytics | VP | IT | Subscribe |
Subscribe |
| Subscribe |
Subscribe |
Assistant Vice President, Data and Business Intelligence Services | VP | IT | Subscribe |
Subscribe |
| Subscribe |
Subscribe |
AVP, Global Procurement Services | VP | Procurement | Subscribe |
Subscribe |
| Subscribe |
Subscribe |
Director, IT Application Services | Director | IT | Subscribe |
Subscribe |
| Subscribe |
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Vice President, Finance, Operations | VP | Finance | Subscribe |
Subscribe |
| Subscribe |
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Executive Vice-President & Chief Financial Officer | CXO | Finance | Subscribe |
Subscribe |
| Subscribe |
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Purchasing Manager | Manager | Procurement | Subscribe |
Subscribe |
| Subscribe |
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Accounting Manager, External Reporting | Manager | Finance | Subscribe |
Subscribe |
| Subscribe |
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Vice President, Finance and Retail Business | VP | Finance | Subscribe |
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| Subscribe |
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IT Director, Business Continuity and Compliance | Director | IT | Subscribe |
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| Subscribe |
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Director IT | Director | Finance | Subscribe |
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| Subscribe |
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Director, Strategic Sourcing | Director | Procurement | Subscribe |
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| Subscribe |
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Director, Procurement Application and Information Management | Director | Procurement | Subscribe |
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| Subscribe |
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Director - Strategic Sourcing & Category Management | Director | Procurement | Subscribe |
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| Subscribe |
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Strategic Sourcing Manager | Manager | Procurement | Subscribe |
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| Subscribe |
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Director - US Finance | Director | Finance | Subscribe |
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SVP & Chief Financial Officer | CXO | Finance | Subscribe |
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| Subscribe |
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Interim CIO and AVP, Business Solutions | CXO | IT | Subscribe |
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| Subscribe |
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Senior Vice President, Chief Technology Officer | CXO | IT | Subscribe |
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| Subscribe |
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Executive Vice President & Chief Information Officer | CXO | IT | Subscribe |
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| Subscribe |
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Vice President, Finance and Chief Accountant | CXO | Finance | Subscribe |
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| Subscribe |
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IT Finance Manager | Manager | IT | Subscribe |
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| Subscribe |
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Director, Sales Systems & Compensation Design | Director | HR | Subscribe |
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| Subscribe |
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Director of Sales | Director | Finance | Subscribe |
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| Subscribe |
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Assistant Vice President, CSC Sales Enablement | VP | Sales | Subscribe |
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| Subscribe |
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AVP, Client Digital Adoption, Enrollment & Sales | VP | Sales | Subscribe |
Subscribe |
| Subscribe |
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Assistant Vice President Talent Acquisition | VP | HR | Subscribe |
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| Subscribe |
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Director Talent Acquisition | Director | HR | Subscribe |
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| Subscribe |
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Director, Talent Acquisition | Director | HR | Subscribe |
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| Subscribe |
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Director Talent Development | Director | HR | Subscribe |
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| Subscribe |
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AVP, Sales Compensation | VP | Sales | Subscribe |
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| Subscribe |
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VP Total Rewards, Canada | VP | HR | Subscribe |
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| Subscribe |
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Managing Director, Fund Accounting & Operations | Director | Finance | Subscribe |
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| Subscribe |
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Director, Fund Operations and Trust Services | Director | Finance | Subscribe |
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| Subscribe |
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Director, Investment Fund Operations | Director | Investment | Subscribe |
Subscribe |
| Subscribe |
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SVP, Chief Actuary & Appointed Actuary | CXO | Risk | Subscribe |
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| Subscribe |
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AVP, Group Benefits Valuation Actuary | VP | HR | Subscribe |
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| Subscribe |
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Director, Corporate Actuarial Methods and Standards | Director | Risk | Subscribe |
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Salesforce Developer/Administrator | Manager | Marketing | Subscribe |
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| Subscribe |
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Salesforce Administrator/Developer - Certified | Manager | Marketing | Subscribe |
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| Subscribe |
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Salesforce Developer and Administrator | Manager | Marketing | Subscribe |
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Apps Being Evaluated by Sun Life Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||