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Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. In this episode, we explore how technology, data, and Generative AI are reshaping financial services, improving client experiences, and transforming the way employees work.
Joining us is Monique Allen, SVP and CIO for Canadian Technology and Enterprise Architecture at Sun Life. With over two decades of leadership across top financial and technology firms, Monique shares how Sun Life is advancing digital innovation while maintaining a strong commitment to security, equity, and responsible AI.
Key Highlights:
- GenAI for Advisors: How Sun Life’s Notes Assistant enhances advisor-client conversations.
- Iris – GenAI Agent: The award-winning tool improving productivity and service desk efficiency.
- Responsible AI: Insights on how digital leadership empowers advisors and clients alike.
- Employee Adoption: Strategies Sun Life uses to drive GenAI adoption across its workforce.
- Global Vision: How Sun Life’s international perspective shapes its future technology strategy.
Special Thanks to Our Partners:
RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html
UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
Google: https://www.google.ca/
A1 Global College: https://a1globalcollege.ca/
ADP Canada: https://www.adp.ca/en.aspx
For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!
Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.
