Sun Life FinancialLeveraging A Strong Vendor Leveraging A Strong Vendor

Partnership To Accelerate Partnership To Accelerate Time-To-Benefi t Time-To-Benefi t

> ENTERPRISE SOLUTIONS

“E-Z Data delivered “E-Z Data delivered

our solution on schedule, our solution on schedule,

even in the face of an even in the face of an

extremely aggressive extremely aggressive

development timeline. development timeline.

From our account From our account

manager all the way manager all the way

through to the

implementation team, implementation team,

E-Z Data built a high E-Z Data built a high

level of trust with our level of trust with our

internal team and has internal team and has

proven to be a true proven to be a true

business partner that business partner that

is committed to Sun is committed to Sun

Life Financial’s

complete satisfaction complete satisfaction

and success.”

Mary Kraehling

AVP, Sales Technology Support AVP, Sales Technology Support AVP, Sales Technology Support

Sun Life Assurance Company Sun Life Assurance Company

of Canada

Client Profi le:

For more information about E-Z Data’s solutions, visit www.ez-data.com or call 800-777-9188.For more information about E-Z Data’s solutions, visit www.ez-data.com or call 800-777-9188.

©2004 E-Z Data, Inc. SmartOffi ce and Client Data System are registered trademarks; DataXchange is a trademark of E-Z Data, Inc. ©2004 E-Z Data, Inc. SmartOffi ce and Client Data System are registered trademarks; DataXchange is a trademark of E-Z Data, Inc. All other product names may be trademarks of their respective manufacturers or organizations.All other product names may be trademarks of their respective manufacturers or organizations. Functional and technical specifi cations herein are subject to change without notice. herein are subject to change without notice.

113-0404

About Sun Life FinancialAbout Sun Life Financial

Sun Life Financial is a leading international fi nancial services Sun Life Financial is a leading international fi nancial services organization providing a diverse range of wealth accumula-organization providing a diverse range of wealth accumula-tion and protection products and services to individuals and tion and protection products and services to individuals and corporate customers. Tracing its roots back to 1865, Sun Life corporate customers. Tracing its roots back to 1865, Sun Life Financial and its partners today have operations in key markets Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of December 31, 2003, the Sun Life China and Bermuda. As of December 31, 2003, the Sun Life Financial group of companies had total assets under manage-Financial group of companies had total assets under manage-ment of CDN$359.0 billion. Sun Life Financial Inc. trades on ment of CDN$359.0 billion. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under ticker symbol SLFexchanges under ticker symbol SLF.

About E-Z Data, Inc.

E-Z Data, Inc., established in 1986, is the leading provider of front-offi ce systems for insurance companies, broker-dealers,general agents, agents and investment advisors. Its web-based SmartOffice® solutions and Windows®-based Client Data System® solution help synchronize the efforts of all the key players in sales, marketing, and customer service.

E-Z Data serves more than 40 of the largest U.S. and internationalinsurance and fi nancial services companies, including American Express Financial Advisors, AXA Australia, ING, MetLife, New York Life, Prudential, and Wachovia. The company’s domain expertise, coupled with mature, industry-specifi c business solu-tions, results in consistently successful customer implementations.

When two of Canada’s leading fi nancial services fi rms — Sun Life Financial and

Clarica — began integrating their operations in early 2002, among the primary

initiatives of the newly formed company was to deliver an updated customer

relationship management solution to support its combined sales force of more

than 4,000 career advisors.

According to Mary Kraehling, Sun Life Financial’s AVP of Sales Technology Support,

her team faced updating a 15-year-old homegrown system and continuing to

rely on in-house IT to support it, or opting to replace it with a proven solution

from a third-party vendor. “It just didn’t make sense to continue to maintain that

level of systems expertise in-house when we knew we could license a proven

solution for the same cost — or less — including ongoing maintenance, support,

and upgrades.”

The choice was simplifi ed by the fact that

a limited-scope version of E-Z Data’s Client

Data System® (CDS) had been licensed

by Sun Life Financial years earlier, so many

of the company’s advisors were already

familiar with the solution. And while reliable

data downloads were not a part of the older

implementation, the Clarica side of the

business had a strong history of providing

daily data downloads. By marrying these

two strengths, the team believed they

could assemble an ideal solution for their

immediate needs and position the company

for a fully connected, web-based system in

the future.

By mid-2003, the initiative had become so

important to the company’s success that

a promise was made to its institutional

investors: the new solution would be completely in place by the end of the calendar

year. But in order to get the system up and running company-wide by year-end

while still maintaining sales in the most critical quarter of the year, the team at

Sun Life Financial knew that building a strong business partership with E-Z Data

was absolutely critical.

To ensure the success of To ensure the success of Tthe project, Sun Life Financial

worked closely with E-Z Data

from the start to establish a precise project timeline that from the start to establish a precise project timeline that

included 13 detailed project deliverables. A daily conference included 13 detailed project deliverables. A daily conference

call was set up to facilitate communication from both sides, call was set up to facilitate communication from both sides,

and representatives from Sun Life Financial visited E-Z Data’s and representatives from Sun Life Financial visited E-Z Data’s

Pasadena headquarters for a face-to-face project kickoff. Pasadena headquarters for a face-to-face project kickoff.

With the joint team fi rmly in place, they began the process of With the joint team fi rmly in place, they began the process of

developing and rolling out a tailored version of CDS to 4,000 developing and rolling out a tailored version of CDS to 4,000

advisors and head offi ce employees. The solution included advisors and head offi ce employees. The solution included

integration with Clarica’s existing ‘portfolio review’ system, integration with Clarica’s existing ‘portfolio review’ system,

a large number of e-applications for each of the company’s

products, illustrations software, and a variety of data feeds,

including valuable insurance and investment data. The

implementation — from signing of the contract to completion

of all customizations — was to be accomplished in less than

6 months, with just 10 weeks scheduled for the rollout. If the

target date was missed, Sun Life Financial could not pilot on

time, and it would not meet its commitment to its institutional

investors.

In addition, the rollout was scheduled to take place just a month

prior to the largest sales campaign of the year — so the plan had

to ensure that advisors could maintain the activity levels they

needed to hit their revenue goals.

The challenge

Thesolution

The results

“Largely due to the strength of the business “Largely due to the strength of the business

partnership that we’d established with E-Z Data,partnership that we’d established with E-Z Data,

we were able to deliver the solution on schedule we were able to deliver the solution on schedule

and under budget,” says Kraehling. “The partner-and under budget,” says Kraehling. “The partner-

ship between E-Z Data and our internal team is ship between E-Z Data and our internal team is

what made the difference. There was a high level what made the difference. There was a high level

of mutual respect, which resulted in very effective of mutual respect, which resulted in very effective

project management.” Not only was the solution project management.” Not only was the solution

delivered on time, but the advisors were able to hit delivered on time, but the advisors were able to hit

record revenues for the quarter. record revenues for the quarter.

After the initial user training and data feeds were After the initial user training and data feeds were

complete, Sun Life Financial soon rolled out advancedcomplete, Sun Life Financial soon rolled out advanced

training to its advisors throughout Canada using a training to its advisors throughout Canada using a

12-city training road show. “Our advisors have shown12-city training road show. “Our advisors have shown

a very quick appetite to move from basic to advanceda very quick appetite to move from basic to advanced

training,” says Alicia Struke, Sun Life Financial’s training,” says Alicia Struke, Sun Life Financial’s

Project Leader for the CDS implementation. “The Project Leader for the CDS implementation. “The

road show is designed to give them the skills they road show is designed to give them the skills they

need to use the advanced functionality of the need to use the advanced functionality of the

solution and ensure user satisfaction.” With CDS solution and ensure user satisfaction.” With CDS

now fully integrated to its back-offi ce systems and all now fully integrated to its back-offi ce systems and all

4,000 advisors actively using the current version, 4,000 advisors actively using the current version,

> Maintain all of the valuable

contact management

functionality found in its

legacy system

> Provide single advisors and

multi-advisor organizations

with better tools for sharing

critical data, processing new

business, and managing

post-sale activities for both

insurance and investments

> Minimize the learning

curve so advisors gained

maximum benefi t with

minimum impact on

their time and their

business

> Strengthen sales in the

long-term without

dampening sales in the

short-term

> Achieve integration that

enables electronic

applications to pre-fi ll

client information and

reduce redundant

data entry

The solution has

made it possible

for Sun Life

Financial to:

“The partnership between E-Z Data and our internal team is what made the difference. There was a high level of mutual respect, whichresulted in very effective project management.”

Sun Life is turning its focus to additional customizations

that will help the organization derive even greater value.

They also plan to deliver increased language support to

make the system easier to use for its French-speaking

advisors and clients, and to leverage the CDS database to

create valuable management reports.

In the future, Sun Life Financial hopes to be able to take

advantage of E-Z Data’s web-based SmartOffi ce® solution

to deliver a connected solution. “At this point, only 60

percent of our advisors have high-speed Internet access,”

says Kraehling. “But once Canada’s infrastructure can

effectively support a web deployment, we look forward

to working again with the E-Z Data team.”

When two of Canada’s leading fi nancial services fi rms — Sun Life Financial and

Clarica — began integrating their operations in early 2002, among the primary

initiatives of the newly formed company was to deliver an updated customer

relationship management solution to support its combined sales force of more

than 4,000 career advisors.

According to Mary Kraehling, Sun Life Financial’s AVP of Sales Technology Support,

her team faced updating a 15-year-old homegrown system and continuing to

rely on in-house IT to support it, or opting to replace it with a proven solution

from a third-party vendor. “It just didn’t make sense to continue to maintain that

level of systems expertise in-house when we knew we could license a proven

solution for the same cost — or less — including ongoing maintenance, support,

and upgrades.”

The choice was simplifi ed by the fact that

a limited-scope version of E-Z Data’s Client

Data System® (CDS) had been licensed

by Sun Life Financial years earlier, so many

of the company’s advisors were already

familiar with the solution. And while reliable

data downloads were not a part of the older

implementation, the Clarica side of the

business had a strong history of providing

daily data downloads. By marrying these

two strengths, the team believed they

could assemble an ideal solution for their

immediate needs and position the company

for a fully connected, web-based system in

the future.

By mid-2003, the initiative had become so

important to the company’s success that

a promise was made to its institutional

investors: the new solution would be completely in place by the end of the calendar

year. But in order to get the system up and running company-wide by year-end

while still maintaining sales in the most critical quarter of the year, the team at

Sun Life Financial knew that building a strong business partership with E-Z Data

was absolutely critical.

To ensure the success of To ensure the success of Tthe project, Sun Life Financial

worked closely with E-Z Data

from the start to establish a precise project timeline that from the start to establish a precise project timeline that

included 13 detailed project deliverables. A daily conference included 13 detailed project deliverables. A daily conference

call was set up to facilitate communication from both sides, call was set up to facilitate communication from both sides,

and representatives from Sun Life Financial visited E-Z Data’s and representatives from Sun Life Financial visited E-Z Data’s

Pasadena headquarters for a face-to-face project kickoff. Pasadena headquarters for a face-to-face project kickoff.

With the joint team fi rmly in place, they began the process of With the joint team fi rmly in place, they began the process of

developing and rolling out a tailored version of CDS to 4,000 developing and rolling out a tailored version of CDS to 4,000

advisors and head offi ce employees. The solution included advisors and head offi ce employees. The solution included

integration with Clarica’s existing ‘portfolio review’ system, integration with Clarica’s existing ‘portfolio review’ system,

a large number of e-applications for each of the company’s

products, illustrations software, and a variety of data feeds,

including valuable insurance and investment data. The

implementation — from signing of the contract to completion

of all customizations — was to be accomplished in less than

6 months, with just 10 weeks scheduled for the rollout. If the

target date was missed, Sun Life Financial could not pilot on

time, and it would not meet its commitment to its institutional

investors.

In addition, the rollout was scheduled to take place just a month

prior to the largest sales campaign of the year — so the plan had

to ensure that advisors could maintain the activity levels they

needed to hit their revenue goals.

The challenge

Thesolution

The results

“Largely due to the strength of the business “Largely due to the strength of the business

partnership that we’d established with E-Z Data,partnership that we’d established with E-Z Data,

we were able to deliver the solution on schedule we were able to deliver the solution on schedule

and under budget,” says Kraehling. “The partner-and under budget,” says Kraehling. “The partner-

ship between E-Z Data and our internal team is ship between E-Z Data and our internal team is

what made the difference. There was a high level what made the difference. There was a high level

of mutual respect, which resulted in very effective of mutual respect, which resulted in very effective

project management.” Not only was the solution project management.” Not only was the solution

delivered on time, but the advisors were able to hit delivered on time, but the advisors were able to hit

record revenues for the quarter. record revenues for the quarter.

After the initial user training and data feeds were After the initial user training and data feeds were

complete, Sun Life Financial soon rolled out advancedcomplete, Sun Life Financial soon rolled out advanced

training to its advisors throughout Canada using a training to its advisors throughout Canada using a

12-city training road show. “Our advisors have shown12-city training road show. “Our advisors have shown

a very quick appetite to move from basic to advanceda very quick appetite to move from basic to advanced

training,” says Alicia Struke, Sun Life Financial’s training,” says Alicia Struke, Sun Life Financial’s

Project Leader for the CDS implementation. “The Project Leader for the CDS implementation. “The

road show is designed to give them the skills they road show is designed to give them the skills they

need to use the advanced functionality of the need to use the advanced functionality of the

solution and ensure user satisfaction.” With CDS solution and ensure user satisfaction.” With CDS

now fully integrated to its back-offi ce systems and all now fully integrated to its back-offi ce systems and all

4,000 advisors actively using the current version, 4,000 advisors actively using the current version,

> Maintain all of the valuable

contact management

functionality found in its

legacy system

> Provide single advisors and

multi-advisor organizations

with better tools for sharing

critical data, processing new

business, and managing

post-sale activities for both

insurance and investments

> Minimize the learning

curve so advisors gained

maximum benefi t with

minimum impact on

their time and their

business

> Strengthen sales in the

long-term without

dampening sales in the

short-term

> Achieve integration that

enables electronic

applications to pre-fi ll

client information and

reduce redundant

data entry

The solution has

made it possible

for Sun Life

Financial to:

“The partnership between E-Z Data and our internal team is what made the difference. There was a high level of mutual respect, whichresulted in very effective project management.”

Sun Life is turning its focus to additional customizations

that will help the organization derive even greater value.

They also plan to deliver increased language support to

make the system easier to use for its French-speaking

advisors and clients, and to leverage the CDS database to

create valuable management reports.

In the future, Sun Life Financial hopes to be able to take

advantage of E-Z Data’s web-based SmartOffi ce® solution

to deliver a connected solution. “At this point, only 60

percent of our advisors have high-speed Internet access,”

says Kraehling. “But once Canada’s infrastructure can

effectively support a web deployment, we look forward

to working again with the E-Z Data team.”

Sun Life Financial Leveraging A Strong Vendor Partnership To Accelerate Time-To-Benefit

> ENTERPRISE SOLUTIONS

“E-Z Data delivered

our solution on schedule,

even in the face of an

extremely aggressive

development timeline.

From our account

manager all the way

through to the

implementation team,

E-Z Data built a high

level of trust with our

internal team and has

proven to be a true

business partner that

is committed to Sun

Life Financial’s

complete satisfaction

and success.”

Mary Kraehling

AVP, Sales Technology Support

Sun Life Assurance Company

of Canada

Client Profile:

For more information about E-Z Data’s solutions, visit www.ezdata.com or call 800-777-9188.

©2004 E-Z Data, Inc. SmartOffice and Client Data System are registered trademarks; DataXchange is a trademark of E-Z Data, Inc. All other product names may be trademarks of their respective manufacturers or organizations. Functional and technical specifications herein are subject to change without notice.

113-0608

About Sun Life Financial

Sun Life Financial is a leading international financial services organization providing a diverse range of wealth accumula-tion and protection products and services to individuals and corporate customers. Tracing its roots back to 1865, Sun Life Financial and its partners today have operations in key markets worldwide, including Canada, the United States, the United Kingdom, Hong Kong, the Philippines, Japan, Indonesia, India, China and Bermuda. As of December 31, 2003, the Sun Life Financial group of companies had total assets under manage-ment of CDN$359.0 billion. Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock ex-changes under ticker symbol SLF.

About E-Z Data, Inc.

E-Z Data, Inc., established in 1986, is the leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents and investment advisors. Its web-based SmartOffice® solutions and Windows®-based Client Data System® solution help synchronize the efforts of all the key players in sales, marketing, and customer service.

E-Z Data serves more than 40 of the largest U.S. and international insurance and financial services companies, including HSBC, MetLife, National Financial Partners, Prudential, and Securian. The company’s domain expertise, coupled with mature, industry -specific business solutions, results in consistently successful customer implementations.