As an early adopter of GenAI, Sun Life first launched their note-taking tool as a pilot in 2024 with a subset of advisors. Some of the key features include summarized Client meetings, a list of action items from the meeting, and draft Client emails that include next steps. In the pilot program, 100 per cent of advisors saved more than 15 minutes per meeting, and 65 per cent saved more than 30 minutes per meeting. The cumulative impact over a single day or week is significant. Notes Assistant also includes an action-items feature that results in improved speed and consistency in sending Client communications.
The pilot enabled the team to test for benefit while still upholding GenAI ethics and privacy principles. As with any new technology, Sun Life takes a thoughtful and responsible approach, balancing digital innovation with a long-held commitment to keep Client data safe and secure. Clients need to provide verbal consent before the tool is used, and data is not allowed to pass outside of Sun Life’s safe and secure technology ecosystem.
Sun Life’s Notes Assistant is just one of many initiatives being explored and launched by Sun Life to make it easier for Clients to connect and partner with advisors. Finding ways to streamline the day-to-day, enhances advisors’ abilities to help Clients to more easily reach their goal of achieving lifetime financial security. This innovation is part of Sun Life’s broader digital leadership journey, which is focused on delivering seamless, personalized and intuitive experiences across every touchpoint.
Sun Life has a history of being recognized as an industry leader, leveraging innovative solutions to empower colleagues, advisors and Clients. Sun Life was named a 2024 CIO Awards Canada winner for their Sun Life Asks GenAI chatbot, and continues to invest in technologies that enable ease and convenience. The Notes Assistant tool is just one more example of embracing digital innovation to meet the needs of Canadians, and further deliver on our Purpose, to help Clients achieve lifetime financial security and live healthier lives.
Sun Life equips advisors with GenAI-powered notes assistant tool
Posted in Commentary with tags SunLife on June 26, 2025 by itnerdAs an early adopter of GenAI, Sun Life first launched their note-taking tool as a pilot in 2024 with a subset of advisors. Some of the key features include summarized Client meetings, a list of action items from the meeting, and draft Client emails that include next steps. In the pilot program, 100 per cent of advisors saved more than 15 minutes per meeting, and 65 per cent saved more than 30 minutes per meeting. The cumulative impact over a single day or week is significant. Notes Assistant also includes an action-items feature that results in improved speed and consistency in sending Client communications.
The pilot enabled the team to test for benefit while still upholding GenAI ethics and privacy principles. As with any new technology, Sun Life takes a thoughtful and responsible approach, balancing digital innovation with a long-held commitment to keep Client data safe and secure. Clients need to provide verbal consent before the tool is used, and data is not allowed to pass outside of Sun Life’s safe and secure technology ecosystem.
Sun Life’s Notes Assistant is just one of many initiatives being explored and launched by Sun Life to make it easier for Clients to connect and partner with advisors. Finding ways to streamline the day-to-day, enhances advisors’ abilities to help Clients to more easily reach their goal of achieving lifetime financial security. This innovation is part of Sun Life’s broader digital leadership journey, which is focused on delivering seamless, personalized and intuitive experiences across every touchpoint.
Sun Life has a history of being recognized as an industry leader, leveraging innovative solutions to empower colleagues, advisors and Clients. Sun Life was named a 2024 CIO Awards Canada winner for their Sun Life Asks GenAI chatbot, and continues to invest in technologies that enable ease and convenience. The Notes Assistant tool is just one more example of embracing digital innovation to meet the needs of Canadians, and further deliver on our Purpose, to help Clients achieve lifetime financial security and live healthier lives.
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