Responsible AI

Advancing our Purpose through Responsible AI, with better experiences and better outcomes.

Artificial Intelligence (AI), including Generative Artificial Intelligence (GenAI), presents Sun Life with opportunities to create more personalized, intuitive experiences for our Clients, enhance operations, and boost productivity while enabling safe and responsible innovation.

Adopting a Responsible AI approach is both an ethical and strategic imperative for Sun Life as it allows us to continue to innovate safely and responsibly. We recognize the need to proactively manage risks associated with AI and GenAI. For more information on ethical standards, refer to Responsible data use and AI.

This responsible approach aligns with our Purpose, driving health and wealth solutions that enhance Client experiences and outcomes while creating long-term business value.

Our approach

Governance by design is an approach where the governance model and its rules are built into the design system itself, from the initial experiment phase of AI initiatives through to full operational use. We view this model for governance as an enabler of value creation, providing security and assessment frameworks necessary for our business to move quickly and confidently. This model adapts the robust governance practices already in place to address the unique challenges and opportunities GenAI presents.

We apply our robust Risk Management Framework. From a privacy perspective, this means processes and standards such as our Global Privacy Statement, Client Data Privacy Principles and Privacy Impact Assessments, with enterprise oversight by our Chief Privacy and Data Ethics Officer are applied.

In each jurisdiction in which we operate, we comply with local laws, regulatory requirements, guidance, and standards applicable to responsible data use, including those relating to safety and security, fairness and non-discrimination, transparency and explainability, human oversight and control, accountability, beneficial use, and societal and environmental impact. Please also refer to Privacy and data security and Responsible data use and AI.

We recognize that using AI in our business may lead to environmental impacts. We are increasing our understanding of these impacts. In 2025, we started measuring the carbon footprint of our supply chain, reporting it as a new category of carbon emissions in our emissions inventory. This data collection milestone creates a pathway toward identifying the emissions associated with AI use.

As we implement GenAI across our business, we aspire for it to be a net positive for our workforce by supporting them, removing repetitive tasks and manual work, and opening pathways for employees to increasingly engage in work that brings added value.

Our internal employee upskilling programs emphasize the importance of maintaining human oversight, validating the accuracy of GenAI outputs and avoiding the use of sensitive information when prompting. As AI continues to evolve, we will continue to proactively refine our guidelines and safeguards as needed to uphold our commitment to operate as a trusted and responsible business.

2025 Highlights

  • Notes Assistant, powered by GenAI, enables advisors to focus on Client conversations by transcribing and summarizing calls. Results from the pilot showed 65% of advisors saving 15-30 minutes of administrative work.
  • Launched FINN, a GenAI driven application to help HR call center employees become more proficient and to assist with training new hires.  
  • Internal virtual service desk assistant, Iris, handled 12,000 employee queries with 83% reduced resolution time.

Learn more about our progress and performance in our 2025 Sustainability Report.

Recognition

CIO Awards Canada

For the second consecutive year, Sun Life has been named a 2025 CIO Awards Canada winner for its internally developed GenAI-powered service desk assistant, Iris.

More resources

Explore more sustainability topics

Sustainability topics

We’re focused on taking action on 16 priority sustainability topics that our stakeholders identify as most important and that we believe have the biggest impact on our business.

Responsible procurement

Effective procurement practices are key to operating as a well-governed, ethical business. We must apply a multi-pronged approach to responsible procurement that sets ethical expectations for suppliers and supports risk management throughout our supply chain.