Sunlife Asia rolls out Gemini to advisors across Asia

Sunlife Asia has partnered with Google to roll out Google Workspace with Gemini to its advisor network in five Asian markets: Hong Kong, Indonesia, Malaysia, the Philippines and Vietnam.

The financial services group will make the tools available across advisors' daily work, including Gmail, Google Calendar, Google Drive and Google Meet. Gemini will also be used alongside Sunlife-produced resources such as product information, client materials and meeting follow-up content.

The aim is to reduce time spent on routine administrative work and help advisors prepare for meetings, follow up with clients and work with colleagues. The technology will also support team management, coaching and sales conversations.

In the client-facing part of the business, the insurer said the software should help advisors provide quicker, more personalised support. Better preparation and faster responses could also make client interactions more consistent across its regional network.

Advisor focus

The move is part of Sunlife's wider strategy in Asia to strengthen support for advisors while improving the client experience. It described the initiative as part of its approach to adopting artificial intelligence in ways that support staff rather than replace personal relationships.

Frankie Leung, Chief Agency Officer, Asia, Sunlife, said: "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 helps advisors spend less time on routine tasks and more time focused on clients.

"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."

Leung's comments underline a central issue for financial advisory businesses as they introduce generative AI into sales and service teams. Firms are looking for ways to use software to organise information and handle repetitive work while keeping human judgement and trust at the centre of client relationships.

Gemini will be embedded directly into everyday workflows for advisors in the five markets. By placing the software inside existing workplace applications, Sunlife is seeking to avoid the need for staff to switch between separate systems when arranging meetings, sharing documents or handling follow-up tasks.

Regional rollout

Google framed the agreement as a workplace productivity deployment across a regional advisor force. It said the tools would help staff access information more easily, work with colleagues and spend less time on administration.

Haydn Sallmann, Director, Google Workspace, Asia Pacific, Google, said: "We are thrilled to partner with Sunlife Asia to bring Google Workspace with Gemini to their regional advisor network. By embedding Gemini directly into advisors' day-to-day workflows-helping them access information more readily, collaborate with colleagues and manage everyday work more efficiently-advisors can cut down on administrative overhead and focus on delivering richer, more high-touch financial guidance."

The agreement reflects a broader push by large financial groups to test how generative AI can be applied in controlled internal settings, particularly in document handling, scheduling, meeting preparation and customer support. Advisory operations are a natural fit for such tools because they rely heavily on communication, record-keeping and quick access to product and client information.

Sunlife operates across markets worldwide in asset management, wealth, insurance and health. It had CAD $1.70 trillion in assets under management at the end of June 2026.

For Sunlife's Asian business, the rollout marks a practical use of AI in frontline advisory teams rather than a back-office pilot. The intent is to make it easier for advisors to stay organised, share information and spend more time on client-facing work.