ArchIntel

FEBRUARY 16, 2021

The associate-level role includes functions for creating competitive positioning and tools for improved sales effectiveness and formulating competitive threats and product launch strategies in support of product management teams. A hands-on technical background is also required for this position.

Competitive Intelligence 104

Competitive Intelligence Competitive Intelligence Intelligence 104

Alpha Sense BI

JUNE 3, 2024

Buy-side research is conducted by institutional investors such as mutual funds, hedge funds, and asset managers. Their research is typically long-term oriented and kept confidential within the firm to maintain a competitive edge. Risk Management : Buy-side analysts are more focused on risk management than sell-side analysts are.

Research 52

Research Due Diligence Banking Analysis 52

ArchIntel

MARCH 31, 2021

In 2020, the industry managed to thrive even while most other sectors were happy to just survive, many doing so with the barest of margins. Each competitive intelligence professional will have to work hard to provide the insights needed to push their company ahead. Donnie Rogers Program Manager Aurora Flight Sciences.

Competitive 104

Competitive Due Diligence Marketing Marketing 104

Wink Intel

FEBRUARY 26, 2024

The ratings reflect MofA’s balance sheet strength, which AM Best assesses as very strong, as well as its marginal operating performance, favorable business profile and appropriate enterprise risk management. MofA’s investment portfolio has begun shifting toward privately managed investments to increase yield.

Profiling 40

Profiling Capital Competitive Positioning Globalization 40

Elegant BI

DECEMBER 6, 2021

Maybe you are an accounting professional, or a financial manager, or maybe you are a sales manager, someone in charge of purchasing for your business, or the person who manages inventory. How can you use your limited resources to best leverage your products, your customer base, your competitive position?

Finance 52

Finance Banking Competitive Positioning Business Intelligence 52

Wink Intel

MAY 14, 2024

Company Highlights Sustainable sales growth across multi-channel platform: Gross sales of $3.5 billion of gross sales, an increase of 6% over the first quarter of 2023, powered by our retail and institutional market sales. Profitable Retail channel sales were $2.8 Growth was driven by $3.5

Loss 40

Loss Capital Retail Sales 40

Wink Intel

MAY 14, 2024

in the first quarter of 2023 F&G Segment sustainable sales growth across multi-channel platform and record assets under management : For the F&G Segment, gross sales of $3.5 F&G achieved record assets under management (AUM) of $49.8 ” First Quarter 2024 Profitable gross sales: Gross sales of $3.5

Loss 40

Loss Retail Sales Capital 40

Wink Intel

DECEMBER 1, 2023

The Credit Ratings (ratings) reflect Zurich’s consolidated balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, very favourable business profile and appropriate enterprise risk management (ERM).

IT 40

IT Capital Profiling Competitive Positioning 40

Wink Intel

JUNE 28, 2022

Mechtley – who moves from Sammons Financial Group’s legal team where he led the government affairs unit – will use his vast annuity industry experience and longstanding distribution relationships to further expand Sammons Financial Group’s annuity offerings and competitive position. SOURCE Sammons Financial Group, Inc.

Competitive Landscape 40

Competitive Landscape Competitive Intelligence Competitive Positioning Innovation 40

Wink Intel

APRIL 4, 2023

Upon closing, The Standard will acquire Elevance Health’s life, disability, accidental death and dismemberment, absence management and paid family leave businesses. The transaction will significantly accelerate The Standard’s growth and expand the scale and competitive position of the company’s employee benefits business in the U.S.

Business 40

Business Competitive Positioning Sales Competitive 40

Wink Intel

FEBRUARY 28, 2023

These Credit Ratings (ratings) reflect MofA’s balance sheet strength, which AM Best assesses as very strong, as well as its marginal operating performance, favorable business profile and appropriate enterprise risk management. The company’s investment portfolio has begun shifting toward privately managed investments.

Profiling 40

Profiling Capital Competitive Positioning Loss 40

Wink Intel

FEBRUARY 26, 2024

Company Highlights Record profitable gross sales for F&G continues: Record gross sales of $4.1 For the full year 2023, record gross sales of $13.2 For the full year 2023, record gross sales of $13.2 billion in the fourth quarter 2022, driven by record retail channel sales and strong institutional market sales.

Loss 40

Loss Capital Retail Sales 40

Elegant BI

MAY 17, 2019

Assisted predictive modeling and advanced analytics incorporates data from social media, email marketing campaigns, Google analytics, apps and web sites, ecommerce channels, sales data and more to analyze products, pricing, customer geography, preferences, demographics and other data. Maintenance Management. Customer Targeting.

Predictive Analytics 52

Predictive Analytics Marketing Marketing Entertainment 52

Wink Intel

NOVEMBER 13, 2023

Third Quarter Highlights Steady Sales: Gross sales of $2.8 billion and net sales of $2.3 Reflects lower retail channel sales offset by higher institutional market sales. Profitable retail channel sales were $1.9 billion for the third quarter, as compared to $2.9 billion and $2.2

Loss 40

Loss Capital Retail Sales 40

Alpha Sense BI

SEPTEMBER 6, 2023

The stakes have never been higher for paying closer attention to a company’s historical financials and management changes, conducting more robust scenario analysis, and incorporating different sources, like an expert transcript library (ETL). too many subsidiaries or a super complex model can mean difficulties in managing after purchase.

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

Wink Intel

OCTOBER 24, 2022

The transaction – which excludes Securian Financial’s pension risk transfer and institutional retirement businesses – will significantly expand the scale and competitive position of The Standard’s retirement offerings in the U.S. Paul, Minn., and will accelerate its diversification and growth in the retirement recordkeeping segment.

Business 40

Business Competitive Positioning Banking Security 40

Wink Intel

FEBRUARY 26, 2024

billion for the full year, a 26% decrease from full year 2022 Record F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $4.1 Gross sales of $13.2 F&G achieved record assets under management (AUM) of $49.5 billion in the fourth quarter of 2022, and $7.0

Loss 40

Loss Retail Sales Capital 40

Wink Intel

AUGUST 15, 2023

Second Quarter Highlights Gross sales: Gross sales of $3.0 billion in the second quarter 2022, driven by higher retail channel sales offset by slightly lower institutional market sales, which we expect to be lumpier and more opportunistic than our retail channels Net sales reflect third party flow reinsurance: Net sales of $2.2

Loss 40

Loss Capital Retail Sales 40

Wink Intel

AUGUST 15, 2023

Steady F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $3.0 billion in the second quarter of 2022, reflecting higher retail channel sales offset by lower institutional market sales which we expect to be lumpier; record assets under management (AUM) of $46.3

Loss 40

Loss Retail Sales Management 40

Wink Intel

FEBRUARY 21, 2022

These Credit Ratings (ratings) reflect MofA’s balance sheet strength, which AM Best assesses as very strong, as well as its marginal operating performance, favorable business profile and appropriate enterprise risk management (ERM). Manager, Public Relations. +1 Best Rating Services, Inc. and/or its affiliates. ALL RIGHTS RESERVED.

Profiling 40

Profiling Loss Capital Competitive Positioning 40

Wink Intel

DECEMBER 20, 2021

During recent reviews by both agencies, Penn Mutual received stable outlooks and was noted for its strong competitive position, solid market presence in U.S. HORSHAM, Pa. , Dec. individual life and annuities markets, differentiated technology and national distribution network.

Competitive Positioning 40

Competitive Positioning Innovation Technology Technology 40

Wink Intel

OCTOBER 24, 2022

The Credit Ratings (ratings) reflect Zurich’s consolidated balance sheet strength, which AM Best assesses as very strong, as well as its strong operating performance, very favourable business profile and appropriate enterprise risk management (ERM). At half-year 2022, the group reported a net income attributable to shareholders of USD 2.2

IT 40

IT Capital Profiling Competitive Positioning 40

Wink Intel

NOVEMBER 13, 2023

billion in the third quarter of 2022, is more comparable with historical levels as seen in 2018 and 2019 Steady F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $2.8 F&G achieved record assets under management (AUM) of $47.4 Net sales were $2.3

Loss 40

Loss Retail Sales Management 40

Wink Intel

MAY 8, 2023

First Quarter Highlights Record gross sales: Total gross sales of $3.3 billion in the first quarter 2022, reflecting third party flow reinsurance which increased from 50% to 75% of multiyear guaranteed annuity (MYGA) sales effective in September 2022 Record assets under management: Ending assets under management (AUM) were $45.4

Loss 40

Loss Capital Retail Sales 40

Wink Intel

JULY 26, 2022

The Investment Bank provides corporate, institutional and wealth management clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets. The Index is maintained by a third-party benchmark administrator and uses ESG scoring information provided by a recognized market data provider.

Banking 40

Banking Capital Globalization Security 40

Wink Intel

MAY 15, 2023

Salaries and benefits increased with the addition, repositioning, and retention of personnel to support growth and manage a tighter labor market. Third-party assets under management were $828.6 Our focus is to maintain a competitive position on pricing and service to continue sales momentum in 2023.

Loss 40

Loss Capital KPI Security 40

Wink Intel

AUGUST 15, 2023

Salaries and benefits increased with the addition, repositioning, and retention of personnel to support growth and manage a tighter labor market. Third-party assets under management were $531.6 Our focus is to maintain a competitive position on pricing and service to continue sales momentum in 2023.

Loss 40

Loss Capital KPI Sales 40

Elegant BI

MAY 21, 2015

Among the factors that will affect business success: the quality and dependability of the widgets, competitive pricing of the widgets, supplying the right variety of widget sizes, and the timely supply of widgets to your customers. Morgan White is the sales manager for the company and he wants to measure the success of his team.

Business 52

Business KPI Business Intelligence Competitive Positioning 52

Wink Intel

MAY 16, 2022

The focus of the team continues to be on the key drivers of growth and profitability: Deepening distribution relationships, state expansion to achieve sales growth, reinsurance, investment management, and operational readiness and efficiency. Assets under management for third parties was $455.4 Service fee revenue rose to $1.1

Loss 40

Loss Capital Finance KPI 40

Elegant BI

MAY 24, 2013

A great Corporate Performance Management tool can improve your bottom line and make for better competitive positioning, happier customers and more productive employees. Get connected with us at sales@elegantjbi.com. Betsy says: Business intelligence tools can help you a lot. I suggest engaging a great BI consulting team.

Business Intelligence 52

Business Intelligence Intelligence Intelligence Business 52

Wink Intel

NOVEMBER 14, 2022

Nicholas concluded: “We have positioned the Company well to execute on the opportunities before us, which are substantial, and to build on the value of our platform. Service fee revenue consists of fee revenue generated for our asset-management services provided to third-party clients. million on June 30, 2022.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

NOVEMBER 22, 2021

“In a career that spans more than two decades with our company, he has held leadership roles and produced outstanding results in virtually every line of business and has a clear vision for enhancing our unrivaled competitive positioning. In 2018, Mr. DeSanto assumed oversight for New York Life’s top-ranked retail annuity business line.

Competitive Positioning 40

Competitive Positioning Finance Retail Capital 40

Wink Intel

AUGUST 15, 2022

Georgette Nicholas , CEO of Midwest noted, “We are seeing strong results from the actions we took in the first quarter to position the Company for growth relating to distribution, pricing, products, investment management, and reinsurance. Assets under management for third parties was $471.1 million on March 31, 2022.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

MARCH 2, 2021

.–( BUSINESS WIRE )–Massachusetts Mutual Life Insurance Company (MassMutual) today reported strong financial results 1 for 2020 – including sales, earnings and capital growth – while making excellent progress on its strategy and providing support to its stakeholders in a year marked by extraordinary environmental challenges.

Capital 40

Capital Competitive Positioning Security Security 40

Wink Intel

AUGUST 8, 2023

The new indices enhance the value of Athene fixed indexed annuities in three important ways: giving clients new tools to diversify premium allocations, managing market volatility, and optimizing risk-adjusted returns. 1 Per LIMRA US Individual Annuities YTD 4Q2022, Athene ranked number one in total fixed annuity sales for calendar year 2022.

IT 40

IT Banking Globalization Loss 40

Wink Intel

AUGUST 1, 2023

The new indices enhance the value of Athene fixed indexed annuities in three important ways: giving clients new tools to diversify premium allocations, managing market volatility, and optimizing risk-adjusted returns. 1 Per LIMRA US Individual Annuities YTD 4Q2022, Athene ranked number one in total fixed annuity sales for calendar year 2022.

IT 40

IT Banking Globalization Loss 40

Elegant BI

APRIL 29, 2013

They were launching a national campaign to expand their market into other regions, become a national name, and build a brand reputation to improve competitive positioning in the existing markets. If you want results like Darren’s, email at sales@elegantjbi.com. Every user now has access to business intelligence.

Finance 40

Finance Competitive Positioning Business Intelligence Retail 40