The latest technology news in the wealth management sector from around the world.

Sunlife Asia
Sunlife Asia, a financial services organisation, has collaborated 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 personalised services for clients more efficiently. The technology can also help advisors manage teams, as well as support coaching and sales conversations, the firm said in a statement.

In an advice-led business, Sunlife sees AI as a tool for strengthening human relationships. By helping advisors make more effective 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.

"Our ambition is to develop the industry's most respected advisors. That means giving them the tools, information and support they need to deliver great client experiences. Google Workspace with Gemini help advisors spend less time on routine tasks and more time focused on clients,” Frankie Leung, chief agency officer, Asia, Sunlife, 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 personalized 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, the firm continued. 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 will 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 deliver 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 helping people serve clients more effectively and deliver stronger outcomes.

Sunlife is an international financial services organisation providing asset management, wealth, insurance and health solutions to individual and institutional Clients. Sunlife has operations in a number of markets worldwide, including Canada, the US, the UK, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda.