Manulife Rolls Out Three AI Tools to Help Advisors Spend More Time With Clients
Manulife Wealth & Asset Management announced three AI-powered tools designed to reduce routine work for advisors and sales teams across its Canadian and U.S. operations. The tools surface compliance answers, identify high-value client prospects, and consolidate fragmented data into actionable insights-freeing staff to focus on client relationships rather than information gathering.
Canada: Compliance answers in minutes instead of hours
Manulife Wealth's AI tool answers compliance and policy questions that advisors previously had to search for across multiple documents or contact compliance staff to resolve. Since launch, nearly 980 users have had more than 5,400 conversations with the tool.
The time savings are measurable. Forty-two percent of advisors report saving up to 15 minutes per inquiry. Another 29 percent save 15 to 30 minutes per inquiry. That time shifts directly to client conversations and portfolio planning.
U.S. Retirement: Real-time opportunity identification
Manulife John Hancock Retirement built an AI tool that analyzes millions of data points about financial advisors and retirement plans to recommend which ones to contact and why. Sales teams ask questions in plain language and receive a prioritized list of prospects within seconds.
Since March 2025, the tool has generated nearly 2,000 opportunities, with approximately 390 closed deals adding new assets to the platform. The tool cut information-search time by 80 percent during meeting prep and increased lead recommendations by five times.
U.S. Retail: Consolidating data for faster sales prep
Manulife John Hancock Investments' sales teams previously spent hours pulling advisor data from multiple systems. The new AI tool connects to the company's CRM and business intelligence platforms to deliver advisor profiles, engagement signals, and growth opportunities in real time.
Since early 2026, the tool has increased the internal sales team's contact rate by approximately 40 percent. Sales teams now prepare for meetings in minutes instead of hours and deliver more personalized outreach based on what advisors are actually selling.
Part of a broader AI strategy
These tools build on Manulife's AI Research Assistant, launched in mid-2025, which helps investment analysts synthesize financial data and research so they can spend more time on analysis and decision-making.
Across all applications, Manulife embeds human oversight and governance. The goal is to support professional judgment, not replace it. The company's parent, Manulife Financial Corporation, ranked first among life insurance companies in the Evident AI Index for Insurance in 2025. More than 70 percent of Manulife's global workforce uses its proprietary AI tool, ChatMFC.
For management professionals: These tools illustrate how AI can reduce administrative friction within sales and advisory organizations. The common pattern is the same: consolidate fragmented data, surface recommendations through natural language, and free staff from information work to focus on relationship-building and decision-making. AI for Management training covers how to evaluate and implement similar tools in your own organization.
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