Sunlife Asia has announced a new collaboration with Google to bring Google Workspace with Gemini to its advisor force across Hong Kong, Indonesia, Malaysia, the Philippines and Vietnam, giving them access to new AI-assisted tools to simplify day-to-day work, collaborate more easily, and spend more time with Clients.
Gemini will be available within Google Workspace and integrated into advisors’ day-to-day work, alongside tools including Gmail, Google Calendar, Google Drive and Google Meet. It will help advisors provide prompt and personalized services for Clients more efficiently. The technology can also help advisors manage teams, as well as support coaching and sales conversations.
In an advice-led business, Sunlife sees AI as a tool to strengthen human relationships. By helping advisors make better use of information, Gemini supports better preparation, faster follow up and more meaningful Client conversations, giving advisors more time to focus on the judgment, trust and personal relationships that sit at the centre of great counsel.
Sunlife Chief Agency Officer, Asia, Frankie Leung said that their ambition is to develop the industry's most respected advisors by giving them the tools, information and support they need to deliver great Client experiences. “Google Workspace with Gemini helps advisors spend less time on routine tasks and more time focused on Clients,” he said.
"This investment responds directly to what our advisors told us they need. Easier collaboration, quicker access to information and simpler ways to manage everyday work. AI can help advisors prepare better, follow up faster and deliver more personalised support, but it does not replace the trust and relationship at the heart of great advice.”
At the heart of the initiative is advisor productivity. Google Workspace with Gemini will help advisors stay organised, collaborate more easily and access information readily. Advisors will also have access to Sunlife-produced resources, including product information, Client-facing materials and meeting follow up content, helping them work more efficiently and deliver more consistent support.
For clients, these improvements help create a more consistent experience through better-prepared meetings, faster responses and more timely communication. For advisors, they reduce administrative effort and make it easier to focus on delivering advice and support.
The initiative supports Sunlife's strategy in Asia to strengthen advisor capabilities and enhance the Client experience. It also reflects Sunlife’s broader approach to responsible AI adoption, where investments in technology are focused on helping people serve Clients more effectively and deliver stronger outcomes.