Sunlife Asia rolls out Google Workspace with Gemini

An international financial services organization providing asset management, wealth, insurance and health solutions to individual and institutional clients, Sunlife's operations in Asia-Pacific include Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam and Malaysia.

Sunlife Asia has partnered with Google to roll out Google Workspace with Gemini to its advisor force across five Southeast Asian and Greater China markets, embedding generative AI directly into the everyday tools that financial advisors already use to serve clients.

The deployment covers Hong Kong, Indonesia, Malaysia, the Philippines and Vietnam, and is designed to compress the administrative workload that surrounds client meetings while preserving the human judgment that sits at the center of advice-led financial services.

The rollout places Gemini inside Google Workspace, where it works alongside Gmail, Google Calendar, Google Drive and Google Meet. For advisors, that means AI-assisted drafting, summarization and information retrieval are available inside the applications they already open each morning, rather than as a separate tool requiring a new workflow.

Sunlife said the integration is intended to help advisors prepare for meetings more quickly, follow up faster after conversations and deliver more consistent, personalized support to clients.

The technology can also help advisors manage teams, as well as support coaching and sales conversations.

Strategic Intent

Sunlife framed the initiative as a direct response to advisor feedback rather than a top-down technology mandate. The insurer said its regional advisors asked for easier collaboration, quicker access to information and simpler ways to manage everyday work, and that the Google partnership is structured around those operational pain points.

In an advice-led business, Sunlife sees AI as a tool to strengthen human relationships. By helping advisors make better use of information, it frees them to focus on the judgment, trust and personal relationships that sit at the center 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 helps advisors spend less time on routine tasks and more time focused on clients.

—Frankie Leung, Chief Agency Officer, Asia, Sunlife

Leung added that the investment responds directly to what advisors said they need, and that AI is intended to augment rather than replace the trust and personal relationships at the heart of financial advice.

The company positioned the move as part of a broader responsible AI adoption strategy in which technology investments are evaluated against their ability to help people serve clients more effectively.

Google, for its part, framed the deployment as an example of embedding generative AI into existing workflows rather than bolting on a standalone assistant.

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

—Haydn Sallmann, Director, Google Workspace, Asia Pacific

Architectural Approach and Advisor Workflows

The deployment is built around three operational outcomes: better preparation, faster follow-up, and more meaningful client conversations.

Advisors will be able to draw on Gemini to summarize lengthy email threads, surface relevant product information stored in Drive, draft meeting agendas and generate structured follow-up notes after client interactions.

Sunlife-produced resources, including product information, client-facing materials and meeting follow-up content, will also be accessible through the same environment, allowing advisors to combine internal knowledge bases with Gemini's generative capabilities.

For team leaders and managers, the tools are intended to support coaching and sales conversations by making it easier to review activity, share best practice and identify where additional support may be needed.

The integration with Google Meet is particularly relevant for advisors who run hybrid client engagements across multiple markets, where meeting summaries and action items can be generated automatically rather than captured manually.

Regional Rollout to Benefit Both Clients and Advisors

The five-market footprint spans some of Sunlife's most established advisory operations in Asia, including Hong Kong as a regional hub and four high-growth Southeast Asian markets where the insurer has been expanding its agency force. Sunlife reported total assets under management of $1.70 trillion globally as of 30 June 30 2026, underscoring the scale of the client base that the new tooling is intended to support.

For clients, Sunlife said the practical effect should be more consistent experiences across markets, with better-prepared meetings, faster response times and more timely communication.

For advisors, the company expects a measurable reduction in administrative effort, freeing capacity for the relationship-driven work that defines advice-led distribution.

The initiative also reflects Sunlife's stated approach to responsible AI adoption, in which generative capabilities are deployed to augment human advisors rather than automate client interaction directly.