공시 • May 22
Manulife Wealth & Asset Management Announces Ai-Powered Tools
Manulife Wealth & Asset Management (Manulife WAM) announced details of three AI-powered sales and advisor enablement tools that streamline routine work, giving advisors and sales teams faster support and clearer insights, so teams can spend more time focused on clients, relationships, and advice that matters. Applications support Manulife's strategic priority of becoming an AI-powered organization. Builds on rollout of AI tools across the organization, including recent introduction of AI Research Assistant Platform for firm's public markets investment teams. Manulife Wealth's AI tool was created to make it easier for advisors to quickly access trusted answers to compliance policy and procedure questions. Since launch, the AI tool has seen strong engagement with nearly 980 users and more than 5,400 conversations to date. The time savings are meaningful: 42% of advisors report saving up to 15 minutes per inquiry, and another 29% report saving 15–30 minutes per inquiry. An AI-powered tool was created to help Manulife John Hancock Retirement's sales and service teams quickly identify and connect with financial advisors by providing fast insights for personalized outreach. By distilling millions of advisor signals into actionable recommendations, the tool enables sales and service teams to identify the highest impact outreach in seconds. Teams can ask questions in everyday language and instantly get a tailored list of advisors or retirement plans that may need assistance, making personalized outreach fast and easy. Since implementation in March 2025, the AI tool has generated nearly 2,000 opportunities, with approximately 390 closed deals contributing additional assets under management to Manulife John Hancock Retirement's platform. Additionally, teams saw an 80% reduction in time spent on information searches for meeting and call preparation and a 5× increase in lead recommendations. Manulife John Hancock Investments' sales teams needed a faster, more intuitive way to access advisor insights, pre-meeting intelligence, product opportunities, and engagement signals--data that previously lived across multiple systems and required hours of manual searching. The AI sales tool provides real-time insights through prompts, giving sales teams immediate access to advisor profiles, digital engagement, product usage, and growth opportunities. It connects to internal client relationship management (CRM) and business intelligence platforms, and other data sources, to deliver answers instantly and help teams prepare for meetings in minutes. Since its rollout in early 2026, the AI-powered sales platform has driven an approximately 40% increase in the internal sales team's contact rate. In addition to more meaningful advisor interactions, the tool has helped to generate higher flows, directly attributable to faster prep, better prioritization, and more personalized outreach. These AI-powered sales and advisor enablement tools build on the success of the AI Research Assistant in Manulife Public Markets investment teams, launched in mid-2025. The platform accelerates synthesis of research inputs--financials, transcripts, internal notes, news, and commentary--so analysts can spend more time on higher value work and investment decisions. The work behind all these AI tools continues to generate extensive learning, deeper collaboration across teams, and a growing library of solutions that can be reused or customized, as business lines work together to build and refine capabilities that meet evolving business and customer needs. Across research and distribution, Manulife WAM's AI strategy embeds governance, transparency, and human oversight. The goal is clear: augment professional expertise, accelerate service, and enhance outcomes--without replacing the relationships and judgment that define our client promise. Manulife WAM's parent company, Manulife Financial Corporation, has invested in AI technology for more than a decade, with a focus on integrating these tools across its global operations to help deliver practical, value-driven solutions. Manulife was recognized as the #1 life insurance company in the inaugural Evident AI Index for Insurance in 2025. More than 70% of Manulife's global workforce is engaged with GenAI tools, including its proprietary ChatMFC.