Manulife Wealth and Asset Management 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.
“AI is becoming a powerful enabler and differentiator for how sales organisations show up for financial advisors, plan sponsors, and other intermediaries. By reducing friction in day‑to‑day work and surfacing more relevant insights, these tools free our teams to focus on what matters most—listening closely, applying experience and judgement, and helping their clients make confident decisions. That balance between advanced technology and trusted advice will continue to define how we grow and serve clients in a rapidly evolving industry,” said Paul Lorentz, President & CEO, Manulife WAM.
“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—time they can redirect toward client discussions, portfolio planning, strengthening relationships, and growing their practices,” the venture stated further.
“Our tool makes complex policies and procedures instantly usable for advisors—clear, cited, and available in moments. By removing friction from day-to-day questions, we’re providing advisors time back to focus on client goals and financial planning conversations. It’s a great example of how AI can elevate service while strengthening governance,” said Brett Marchand, President and CEO, Manulife Wealth.
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.
Through functions like 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/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 (AUM) 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,” the venture remarked.
“With this tool in the hands of our US retirement sales teams, we’ve turned fragmented data into real-time advisor intelligence. That means faster prep, sharper outreach, and more meaningful conversations with plan sponsors and advisors. Most importantly, it helps our teams show up with the right insight at the right moment—so we can earn trust and deliver better outcomes for participants,” said Wayne Park, CEO, Manulife John Hancock Retirement.