Sun Life
Sun Life's pilot of a GenAI notes assistant saves advisors more than 15 minutes per client meeting
Sun Life Canada piloted a GenAI notes assistant in 2024 that summarises advisors' client meetings, lists action items and drafts follow-up emails. Sun Life reports that in the pilot, 100 per cent of advisors saved more than 15 minutes per meeting and 65 per cent saved more than 30 minutes.
Key figures
Copied exactly from the sources. Copy any figure with its citation.
The problem
Financial advisors spend a lot of time on administration after client meetings: writing notes, listing actions and sending follow-up emails. Sun Life wanted advisors to spend less time on that work and more with clients.
What they built
Sun Life Canada developed a Notes Assistant powered by generative AI. It summarises client meetings, lists the action items from the meeting and drafts client emails that set out next steps. Sun Life does not name the model.
How they did it
Sun Life first launched the tool as a pilot in 2024 with a subset of advisors. Investment Executive reports that the pilot ran for nine months, with 30 advisors in the first six months and 15 more in the last three. Clients must give verbal consent before the tool is used, and Sun Life says data does not leave its own secure technology ecosystem. The company announced a wider launch in June 2025.
Results
In the pilot, Sun Life reports that 100 per cent of advisors saved more than 15 minutes per meeting and 65 per cent saved more than 30 minutes per meeting. Sun Life also says the action-items feature improves the speed and consistency of client communications.
Lessons for your project
Measure in a pilot before the wide rollout. Sun Life reports figures from its own pilot, not from forecasts.
Ask for client consent and keep data in your own systems. Sun Life requires verbal consent before use and says data stays inside its secure ecosystem.
Go beyond notes to the next step. Sun Life's tool also lists action items and drafts client emails, which it says improves the speed and consistency of follow-up.
Clarify how time savings are measured. The sources do not say whether the savings were timed or self-estimated.
Caveats
- The figures come from Sun Life's own news release. Investment Executive attributes the claim to Sun Life, and no independent evaluation was found.
- The sources do not say how time saved was measured, for example by advisor estimate or by timing.
- The pilot was small. Investment Executive reports 30 advisors in the first six months and 15 more in the last three. The release itself says only a subset of advisors.
- The model and vendor are not disclosed. The release says the tool was launched in June 2025, after the 2024 pilot, so the deployed date shows the pilot year only.
- The Advisor.ca article could not be opened for this entry. Investment Executive carries the same roundup and was read instead.
Sources
- From minutes to moments: Sun Life equips advisors with GenAI-powered notes assistant tool
Sun Life · 2025-06-26 · Press release · sunlife.com
- Tech roundup: Sun Life uses generative AI notetaking tool
Investment Executive · 2025-07-02 · News · investmentexecutive.com
Summarized in our own words from the sources above. Spotted an error? See corrections.