MassMutual Innovation & Technology Culture

AI is actually an interesting term because we’ve been at MassMutual in data science and using AI for about 15 years. We put a lot of resources and investment there early on. But now you’ve got generative AI and agentic AI, which is literally using at a very fast pace and it’s going to be a transformational change for the industry: the way our employees work, the way our advisors work, and the way our advisors are actually expected to serve their clients.

We are looking at new and different things that we can do with AI. We’re looking to stay ahead of things like workflows, and again, following an advisor to spend more time on revenue generating activities than on the tasks that they need to do. Recently, as an example, we had advisors, a number of them, bring us three types of AI meeting transcription technology. We did a deep dive on all of them and we’ve approved three different AI technologies for use in our ecosystem.