Sun Life is putting more AI into advisors’ hands to cut down on admin work. Notes Assistant just won a 2026 CIO Award Canada, and the company’s new advisor concierge has already handled more than 11,000 Client conversations in its first month. Notes Assistant summarises Client meetings, compiles action items and drafts follow-up emails. Advisors save 15-30 minutes per session, according to Sun Life. The advisor concierge does something similar on the information side. It gives advisors fast answers on products, policies and processes, so less time goes into searching and more goes into talking to Clients. “Strong financial advice starts with understanding what matters most to each Client. The best advisor relationships are built through conversations, trust and a deep understanding of a Client’s goals, not paperwork,” said Jessica Tan, EVP & President, Sun Life Canada. “By helping advisors spend less time on administrative work, we’re enabling them to focus on the relationships that matter most.” Laura Money, EVP and Chief Information and Technology Innovation Officer at Sun Life, framed the effort as part of a broader push. “At Sun Life, we see AI as an opportunity to make our people more effective, strengthening the experiences we deliver, while keeping trust, accountability and human judgment at the centre,” she said. “Notes Assistant is one example of that approach, and as we continue to scale AI across Sun Life, we’re doing so responsibly, with strong governance, privacy and security built in from the beginning.” This marks Sun Life’s third straight CIO Award Canada win, presented by IDC Canada. The company also points to its founding membership in the AI Consortium and a proprietary agentic AI platform for technology architecture decisions. Sun Life held $1.70 trillion in total assets under management as of June 30, 2026, with operations spanning Canada, the US, the UK, Hong Kong, Singapore and India. Sun Life Financial Inc. trades on the Toronto, New York and Philippine exchanges under the ticker SLF. Herald View Eleven thousand Client conversations through one AI tool in a single month means Sun Life has moved past testing and into daily reliance. The company calls it advisor support, but at that volume, it’s infrastructure. Award wins and consortium memberships do double duty here, building comfort with generative AI among Clients and regulators alike. Check: whether Sun Life reports concierge usage or adoption numbers again next…

JPMorgan Chase CEO Jamie Dimon is pressing corporate leaders to join a US-focused group built to confront the risks of AI, as companies race to deploy the technology. Dimon has personally called the CEOs of other large and regional banks and IT firms to bring them in, expanding a group JPMorgan helped found: the Alliance for Critical Infrastructure. He and the ACI are setting up calls in August to discuss collaboration. The outreach began in July and spans more than 40 companies across financial services, energy, water, utilities, telecoms, airlines, railroads and other technology-dependent infrastructure. The ACI has not disclosed results. As head of the largest US bank, Dimon is one of the few CEOs publicly warning about advanced AI, and his views carry weight. The plan is to build a shared understanding of how AI is being used, the risks it poses and the safeguards needed, and to work with the Trump administration on those issues. Recent cyberattacks on water systems in Minnesota and other states have sharpened the case for information sharing. JPMorgan founded the ACI alongside Mastercard, Berkshire Hathaway Energy and others. The group coordinates cross-sector resilience planning, shares information and responds to critical infrastructure threats, cyber, physical and geopolitical. A team within it is now refocusing the ACI and building up the AI effort. Dimon said the group’s leadership saw the need to prioritise AI “years ago and got critical infrastructure companies working together,” adding: “We are proud to support this important work.” The ACI said that “at a time of growing cyber threats, protecting the systems Americans rely on every day requires strong collaboration between government and critical infrastructure companies.” Mastercard and Berkshire did not respond to requests for comment. The group would act as an industry response and information-sharing forum, working with government to identify core AI and technology risks and solve problems as they surface. One source said the aim is to have the revamped ACI fully functional by year-end. Dimon has warned specifically about Anthropic’s Mythos model, arguing access to advanced AI must be controlled. He said in July: “you’re giving ballistic missiles to individuals with Mythos.” The ACI effort is separate from a banking-industry effort to test Mythos. Washington has moved too. In July it launched the Gold Eagle initiative, bringing together AI developers, critical infrastructure operators and federal agencies to share vulnerabilities found by advanced AI models and coordinate fixes. The Herald View: When the CEO of America’s biggest bank starts making personal phone calls, it isn’t a committee, it’s a signal. Dimon has decided AI risk is too big for any one firm or regulator to hold, and he’s building the coordination layer himself before Washington does. The subtext is control: whoever convenes the room shapes the rules. Banks that sit this out will inherit standards written without…