Business
From minutes to moments: Sun Life equips advisors with GenAI-powered notes assistant tool
From minutes to moments: Sun Life equips advisors with GenAI-powered notes assistant tool ...
About this update from Sun Life Financial Inc.
[{"type":"text","content":"\n\n\n\n From minutes to moments: Sun Life equips advisors with GenAI-powered notes assistant tool\n \n\n /* Style Definitions */\nspan.prnews_span\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\na.prnews_a\n{\ncolor:blue;\n}\nli.prnews_li\n{\nfont-size:8pt;\nfont-family:\"Arial\";\ncolor:black;\n}\np.prnews_p\n{\nfont-size:0.62em;\nfont-family:\"Arial\";\ncolor:black;\nmargin:0in;\n}\n.prntac{\nTEXT-ALIGN: CENTER\n}\n \n\n\n\n\n\n Canada NewsWire\n \n\n\n\n\n\n New technology enables advisors to spend less time on note taking,\n \n\n\n\n and more time helping Clients achieve lifetime financial security\n \n\n\n\n\n\n TORONTO\n \n\n ,\n \n\n June 26, 2025\n \n\n /CNW/ - Sun Life Canada has developed and launched a Notes Assistant tool powered by GenAI to efficiently and securely summarize Client meetings for advisors. This technology enables advisors to move with purpose and speed, spending less time on administrative operations and more quality time with Clients and the conversations that matter.\n \n\n\n\n\n\n\n\n\n \"This note-taking tool might be the best process upgrade delivered to advisors that I can recall in recent years,\" said\n \n Chris Poole\n \n , President of CWP Financial Services Inc. and Certified Financial Planner, Sun Life. \"Access to the tool is transforming how I spend my time with Clients, allowing me to focus my time and energy on the things that truly matter. The noticeable time saved is allowing our entire advisory team to level up even more on quality, speed and consistency which will continue to change the game for us and for the Clients we serve.\"\n \n\n As an early adopter of GenAI, Sun Life first launched this 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.\n \n\n The pilot enabled the team to test for benefit while still upholding GenAI ethics and\n \n privacy principles\n \n . A...