Sun Life Asia has partnered with Google to deploy Google Workspace with Gemini across its adviser networks in Hong Kong, Indonesia, Malaysia, the Philippines and Vietnam. The initiative is designed to reduce administrative work, speed up preparation and follow-up, and give advisers more time for client-facing financial guidance.
Gemini will be embedded in the advisers’ daily Google Workspace environment, alongside Gmail, Google Calendar, Google Drive and Google Meet. Sun Life says the tools will help advisers access information more readily, collaborate with colleagues and manage routine work, while also supporting team management, coaching and sales conversations.
Adviser productivity in focus
The rollout responds to a recurring challenge in Asia’s insurance distribution model: advisers need to combine product knowledge, client documentation, meeting preparation and follow-up across multiple markets. Sun Life says Gemini will help them use information more effectively, enabling better-prepared meetings, faster responses and more consistent client support.
Advisers will also be able to access Sun Life-produced resources, including product information, client-facing materials and meeting follow-up content. The company positions the technology as a productivity aid rather than a replacement for human judgement, trust and personal relationships.
“Our ambition is to develop the industry’s most respected advisers,” said Frankie Leung, chief agency officer for Asia at Sun Life. “Google Workspace with Gemini helps advisers spend less time on routine tasks and more time focused on Clients.”
Leung added that the investment reflects what advisers had told Sun Life they needed: easier collaboration, quicker access to information and simpler ways to manage everyday work.
The move forms part of Sun Life’s broader Asia strategy to strengthen adviser capability and improve the client experience. It also aligns with the company’s stated approach to responsible AI adoption, directing technology investment towards helping staff serve clients more effectively.
AI and financial advice
The announcement comes as generative AI becomes more visible in Asian consumers’ financial decision-making. Sun Life’s own regional research found that use of tools such as ChatGPT and Google Gemini for retirement planning nearly doubled year on year, from 12% to 22%, while reliance on banks and independent financial advisers declined.
Sun Life points out that AI is no substitute for advise. The insurer is deploying AI to improve preparation, responsiveness and consistency—areas where advisers can differentiate their service as consumers increasingly experiment with self-directed digital tools.
