Individual Wealth Data Migration to AWS
Sun Life Financial, Canada · Insurance
Insurance
Sun Life Financial, Canada
Migrated IFDS data for Individual Wealth portfolios into AWS with strict client-scoped access controls and operational dashboards for wealth management teams.
Key outcomes
- Governed client-scoped access
- On-time migration delivery
Scope of work
Cloud migration leadership and governed analytics delivery
Business challenge
Multiple source systems and file formats needed consolidation under strict data-exposure rules per client and portfolio, with cross-functional delivery against fixed regulatory timelines.
Our approach
Built ingestion pipelines into Redshift with IAM roles and row-level security; delivered Tableau dashboards for Individual Wealth Operations; and managed development, QA, and production rollout teams.
Technology stack
Capabilities delivered
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