How Sun Life's award-winning AI tool is helping advisors focus on what matters most: Clients

Putting AI to work for advisors and Clients

The most valuable part of an advisor's day is often the time spent with Clients. Time spent listening to their goals, understanding their concerns and helping them navigate important financial decisions with confidence.

At Sun Life, we're exploring how technology can help create more of those moments by reducing the administrative work that follows a Client meeting and giving advisors more time to focus on what matters most: helping Clients achieve their goals.

This led us to create Notes Assistant. Powered by generative AI, Notes Assistant securely summarizes Client meetings, captures action items and drafts follow-up communications, allowing advisors to spend less time on administration and more time supporting Clients.

We’re proud to share that Notes Assistant recently received a 2026 CIO Award Canada, recognizing our practical application of artificial intelligence (AI) to improve the advisor experience. The award highlights how Sun Life is using technology to solve real-world challenges and create meaningful value for both advisors and Clients.

But the value goes beyond efficiency. By reducing administrative work, advisors can dedicate more time to preparing for meetings, responding to Client questions and delivering personalized guidance. Technology supports the work around the conversation, while advisors remain focused on the people at the centre of it.

The next step in Sun Life's digital journey

The success of Notes Assistant is part of a broader effort to equip advisors with tools that help them better serve Clients.

Building on that momentum, Sun Life has introduced an AI-powered advisor concierge, designed to help advisors quickly find information about products, policies and processes. Rather than spending valuable time searching through resources, advisors can access answers more quickly and support Client conversations with confidence.

Since launching, the advisor concierge has already been used in more than 11,000 Client conversations.

Together, tools like Notes Assistant and advisor concierge are helping create a more seamless advisor experience, one that allows advisors to focus on what they do best: helping Clients navigate important decisions and achieve their goals.

Innovation with purpose

Sun Life's recognition by CIO Award Canada reflects more than a single innovation. It highlights a broader commitment to bringing practical technology solutions to the people who serve Clients every day.

By focusing on real business and Client needs, applying technology where it can create meaningful value and scaling responsibly, Sun Life is helping ensure innovation delivers tangible outcomes. Strong governance, privacy and security remain foundational to how AI solutions are developed and implemented across the organization.

This marks Sun Life's third consecutive CIO Award Canada win and reflects the company's ongoing momentum in turning AI opportunities into real-world impact.