Manulife is redefining customer engagement with its GenAI-powered Sales Enablement Tool. Launched in June 2024, this advanced solution is designed to help our sales agents build meaningful connections with customers by providing the right products and solutions precisely when they are needed.

Personalizing Customer Experiences

Through a combination of machine learning, GenAI, and input from our Intelligent Customer Data Platform, our teams developed a solution to help agents connect with customers more frequently and in personalized ways. The Sales Enablement tool generates relevant engagement ideas based on a customer’s life stage, recent activity, or what’s trending in the news. Agents can then connect with the customer via email or text message and make the message more formal or casual with the click of a button. 

To see the Sales Enablement tool in action, watch this demo presented by Jodie Wallis, Global Chief Analytics Officer at Manulife, at their 2024 Investor Day:

Achieving Global Scale  

Built in Singapore, the Sales Enablement tool is an example of Manulife’s commitment to build locally and grow globally, with its’ expansion to wholesalers and multiple global markets including Asia, Canada and the U.S.

The Sales Enablement Tool is a testament to Manulife’s commitment to enhancing customer experiences through technology. By providing personalized and timely interactions, we are not only improving customer satisfaction but also fostering long-term relationships.

Manulife’s AI commitment

Our teams from around the world are united in our commitment to Get it Done Together and to Think Big as we continue to transform Manulife in the pursuit of customer experience excellence. At Manulife, we believe by collectively embracing new ways of working and leveraging data insights, we are generating better results that benefit our colleagues, customers, and shareholders.  Learn more about AI@ Manulife.

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