Notes Assistant claims a third straight CIO award by trimming 30 minutes from each advisor session
More than 11,000 client conversations have run through Sun Life's new artificial intelligence (AI) powered advisor concierge since it launched last month.
The company said the tool gives advisors a faster, simpler way to find information on products, policies, and processes so they can better support clients.
The launch expands a suite of advisor tools that also includes Notes Assistant, which Sun Life said recently earned a 2026 Chief Information Officer (CIO) Award Canada.
According to the company, the award recognizes the tool for its practical use of generative AI in the advisor workflow.
Notes Assistant securely summarizes client meetings, compiles action items, and drafts follow-up emails.
Advisors save 15 to 30 minutes per client session using the tool, adding up to hours each week.
Strong financial advice "starts with understanding what matters most to each Client," said Jessica Tan, executive vice-president and president of Sun Life Canada, in a statement released by the company.
The best advisor relationships are "built through conversations, trust and a deep understanding of a Client's goals, not paperwork," Tan said.
Tan said cutting administrative work frees advisors to concentrate elsewhere.
"By helping advisors spend less time on administrative work, we're enabling them to focus on the relationships that matter most," she said in the same release.
The CIO Award win is Sun Life's third consecutive one, the company said, pointing to it as evidence of momentum in scaling AI solutions for advisors, clients, and employees.
Sun Life also cited its founding membership in the AI Consortium and the launch of a proprietary agentic AI platform that helps technology architects make faster, more informed decisions.
Laura Money, executive vice-president and chief information and technology innovation officer at Sun Life, said the company sees AI as a way to make staff more effective while keeping "trust, accountability and human judgment at the centre," in the company's statement.
Money said Notes Assistant reflects that approach, and Sun Life is scaling AI with "strong governance, privacy and security built in from the beginning."
IDC Canada presents the CIO Award, according to Sun Life, which said the recognition reinforces an innovation approach built on focusing on real business and client needs, applying technology where it can create meaningful value, and scaling responsibly with privacy, security, and governance controls.
