Mon.Dec 06, 2021

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Are You Using Email to Manage Third Party CI Vendors?

Cipher

For decades, email has been central to the way we work and communicate. Professionals all over the world use email to share updates, schedule meetings, consume information, and much, much more. It’s no stretch to say that for many of us, working without using email would be close to impossible.

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Automate customer referral requests

Zoominfo

Scenario Customer referrals with compelling stories of success with your solution can be a significant contributor to your business pipeline. Make it easy for your customers to give referrals. Send them an automated request email with a discount code or landing page link. Some referral programs provide incentives, while others rely on the goodwill of their customers.

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Vaccines, Scams & Mobberies Top Consumer Conversations

Netbasequid

Monitoring online buzz this holiday season reveals a population talking about shopping safety in its many varieties. More specifically, vaccines, scams and mobberies top consumer conversations about shopping safety, and brands will want to keep these topics in mind as they message out in the coming weeks! People have been sharing their wants and needs, as well as their challenges and fears online for a long time now – and understanding the specifics of these feelings – what drives these em

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Nurture leads from content download

Zoominfo

Scenario Capturing leads who download your content is a great way to seed your database with potential buyers. But what happens to those leads after they are collected? Content downloads and webinar leads often aren’t “hot” enough to assign to a sales rep. But you can create automated campaigns with multiple touches that relate to the downloaded content to nurture the lead progressively along the buyer journey.

Sales 100
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Are Your Impact Comms Resonating With Stakeholders?

Whether your organization is at the start of its sustainability and impact journey or years into it, many brands share a common concern: the uncertainty of whether they are sending stakeholders mixed messages. Creating content that speaks to your audience's “love language” can be a tricky dance. But, worry not! 3BL has put together tips to ensure that your content not only finds its rhythm but also resonates with your target audiences.

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Global Healthcare Industry – M&A and Capital Market Landscape Update

Evalueserve

Global Healthcare Market – 2021. It’s been over 16 months since the start of the pandemic, and we are still fighting against the deadly coronavirus. Economic recovery across regions has been diverse due to differences in the pace of vaccine rollouts and policy support. The consistent and equitable implementation of tools to control the pandemic continues to be a challenge for governments across the globe.

Capital 98

More Trending

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The Power of “Set It and Forget It” Data Governance

Dataversity

With the COVID-19 pandemic pushing life further online, the way we collaborate and communicate has been altered forever. In addition, the volume and variety of information and content grows exponentially by the day, making effective Data Governance a tough task for many companies. As work-from-anywhere policies become the norm, it has never been more important for companies to deploy an information management solution […].

IT 97
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Product-specific targeting

Zoominfo

Scenario A potential customer views a product page on your website. To capture their interest, send targeted ads and messaging about the product they viewed. Initiate an automated email campaign. Follow up with a call to schedule a product demo. Trigger Prospect views a product page on your website Actions • Use re-targeting to send ads about the viewed product to the prospect • Initiate automated email touting the value of the product • Follow up with a call to schedule a demo “We think o

IT 100
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What Social Listening Insights Reveal About the Most Popular Brands Like Spotify, the NFL, and More

Infegy

The top brands in the world build their authority and social clout online. The Spotifys, Etsys, and Apples of the world are the envy of every company because they have billions of people talking about them everywhere. You’d be hard pressed to find a person on Earth who doesn’t know these names. Not only are they well known, they are ingrained in our everyday lives.

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How to Use External Datasets to Expand Your CI's Reach

SCIP

New workshop on Scaling CI Platforms and article on leveraging external datasets. New Training Workshop (Jan. 26 - Feb 10). Scaling Competitive Intelligence Platforms. The new book Gardens of Intelligence provides a roadmap for using MCI technology to support organizational growth. We're excited to announce that the authors, Jesper Martell & Gabriel Anderbj?

SCIP 52
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7 Strategies to Gather (and Actually Use) Competitive Intel from Employees

Leaders in competitive intel know that the employees who interact with customers and prospects every day hold valuable competitive insights that could help win sales. But they don’t have a good plan or system to gather, organize, and share these insights with the stakeholders who need them. In this eBook, we outline 7 strategies to make it easier to build and scale an employee sharing program that will drive competitive advantage.

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What Social Listening Insights Reveal About the Most Popular Brands Like Spotify, the NFL, and More

Infegy

The top brands in the world build their authority and social clout online. The Spotifys, Etsys, and Apples of the world are the envy of every company because they have billions of people talking about them everywhere. You’d be hard pressed to find a person on Earth who doesn’t know these names. Not only are they well known, they are ingrained in our everyday lives.

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Add Analytics to Tally ERP and Watch What Happens!

Elegant BI

Accountants and Finance Pros: Get the Most out of Tally ERP with Analytics! What’s your role? 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. No matter your role, if you deal with budget, overspending, supply shortages or any other aspect of the business affecting the budget, funding, spending and revenue, you know how important it is to stay on top of thing

Finance 52
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From the Edge to the Cloud and Back: Stitching Together the Edge Data Fabric

Dataversity

Data is the backbone of many industries – supply chain functions, AI development and operation, smart manufacturing, and customer engagement in the retail industry, just to name a few – and the recent uptick in data usage means companies are finding ways to capitalize on actionable insights. When organizations learn how to properly move and […].

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Distributors Hope a Simple Annuity Will Tempt Fee-Based Advisors

Wink Intel

The products, also called multi-year guaranteed annuities, are filling out the lineup of choices that a fee-based advisor can make. Sales are still minuscule, or roughly $10 million for the third quarter, according to Wink ’s Sales & Market Report , but Lau sees growth potential. Click HERE to read the full story via LifeAnnuitySpecialist. The post Distributors Hope a Simple Annuity Will Tempt Fee-Based Advisors appeared first on Wink.

Sales 40
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What Regulations Will Impact Sustainability Comms in 2024?

Navigating the waters of sustainability reporting disclosures and regulations can be intimidating, to say the least. With various measures set in motion in 2023 to keep companies accountable, there is a lot in store for brands’ impact communication in the upcoming year. 3BL is kicking off this January with our Navigating ESG Comms Through the Cosmos - Capricorn Edition by highlighting the impact of: The U.S Securities and Exchange Commission (SEC) Climate disclosure rules The European Commission

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Price Inflation: To Raise, or Not to Raise Prices, That is the Question

Engage3

The world of retail pricing is never easy, especially with the recent Price Inflation. There are more combinations of products and prices than there are atoms in the universe. Not to mention the ever-evolving competitive threats. With Price Inflation running 7-8% year over year and prices rising 146 basis points in the last month retailers find themselves asking, “What’s the right price?”.

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Broker Words—December 2021

Wink Intel

t is my distinct pleasure to congratulate dear friend Raymond J. Phillips, Jr., CLU, LTCP, president of The Brokers Source, Ltd, Pittsburgh, PA, the 2021 recipient of the Billy Vogel Award. One of the industry’s premier marketing organizations, The Marketing Alliance (TMA), presents the award annually to honor an individual who embodies business acumen, a sense of innovation, and above all, integrity.

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My, How Annuities Have Changed!

Wink Intel

By the time that you read this, variable annuities will be older than my mother, indexed annuities will be the same age that I was when I had my third child, and fixed annuities will be older than anyone in my lineage, per Ancestry.com. It is hard to believe that these innovative retirement income products have been around for thousands of years! (Though just the number of new iterations on the indices offered on indexed annuities over the past decade is enough to age me decades.

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The Power Of Life And Annuity Inforce Innovation For 2022

Wink Intel

Let’s draw the roadmap of where life and annuity inforce automation is going as we end this year and move into 2022. Policyholder self service will continue to grow and dominate whether it is account management in a carrier’s portal or an App that can be used to perform inforce transactions on your mobile device. Then there are inforce policy management platforms that can help advisors create policy reviews with their clients and discover new sales opportunities using innovative data mining, ana

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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AM Best Comments on Credit Ratings of Allianz Life Insurance Company of North America and Its Subsidiary Following Reinsurance Announcement

Wink Intel

OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has commented that the Credit Ratings (ratings) of Allianz Life Insurance Company of North America (Allianz Life) (Minneapolis, MN) and its wholly owned subsidiary, Allianz Life Insurance Company of New York (Allianz New York), remain unchanged following the Dec. 3, 2021, announcement that it has entered into an agreement to reinsure a $35 billion fixed index annuity (FIA) portfolio with Talcott Resolution Life Insurance Company (Talcott Resoluti

IT 40
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AM Best Comments on Credit Ratings of Talcott Resolution Group Following Announcement of Reinsurance Agreement With Allianz Life Insurance Company of North America

Wink Intel

December 03, 2021 04:28 PM Eastern Standard Time. OLDWICK, N.J.–(BUSINESS WIRE)–AM Best has commented that the Credit Ratings (ratings) of the members of Talcott Resolution Group (Talcott Resolution) remain unchanged following the Dec. 3, 2021 announcement that Allianz Life Insurance Company of North America (Allianz Life) has entered into an agreement to reinsure a $35 billion fixed index annuity (FIA) portfolio with Resolution Life Group Holdings LP (Resolution Life) and affiliates

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AM Best Affirms Credit Ratings of Fidelity & Guaranty Life Holdings, Inc. and Its Life/Health Subsidiaries

Wink Intel

December 03, 2021 09:50 AM Eastern Standard Time. OLDWICK, N.J.–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating of A- (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “a-” (Excellent) of Fidelity & Guaranty Life Insurance Company (Des Moines, IA) and Fidelity & Guaranty Life Insurance Company of New York, (New York, NY).

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RetireOne Partners with Wade Pfau on Whitepaper, “Unbundling Investments from Insurance to Solve for Lifetime Sequence-of-Return Risk”

Wink Intel

SAN FRANCISCO–(BUSINESS WIRE)–RetireOne® today announces the release of a new whitepaper penned by Wade Pfau, PhD, American College of Financial Services Professor of Retirement Income, entitled, “Unbundling Investments from Insurance to Solve for Lifetime Sequence-of-Return Risk.” Pfau explains his research on the unique problem presented by sequence-of-returns risk on a retiree’s “fragile decade” – the last five working years and first five years in retirement – and how ConstanceSM

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What Questions Are Brands Asking About Their ESG Initiatives Ahead of 2024?

Temperatures are rising (and not just metaphorically) as key stakeholders anxiously anticipate the outcomes of COP28. While companies reconsider their 2024 environmental sustainability strategies, there is another aspect of ESG that deserves exploring, the social sector. In the latest edition of "Navigating ESG Comms Through the Cosmos - Sagittarius Edition", 3BL hones in on this sign’s bold quality of asking questions others are burning to know the answers to.

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Equitable Combines Lifetime Income and Partial Downside Protection in New Registered Index-Linked Annuity

Wink Intel

November 30, 2021 09:00 AM Eastern Standard Time. NEW YORK–( BUSINESS WIRE )– Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today announced an innovative registered index-linked annuity that combines lifetime income options with some protection from equity market volatility.

Loss 40
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AM Best Affirms Credit Ratings of American Financial Group, Inc. and Its Key Operating Subsidiaries

Wink Intel

December 03, 2021 04:31 PM Eastern Standard Time. OLDWICK, N.J.–( BUSINESS WIRE )– AM Best has affirmed the Financial Strength Rating (FSR) of A+ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aa-” (Superior) of Great American Insurance Company and its pooling affiliates, collectively referred to as Great American Insurance Companies (Great American).

Capital 40
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Domain Capital Advisors Serves as Lead Lender to Blackstone Purchase of Allstate Life Insurance Company and Subsidiaries

Wink Intel

ATLANTA–( BUSINESS WIRE )–Domain Capital Group, LLC, a comprehensive private investment management services firm, today announced its subsidiary, Domain Capital Advisors, served as the lead lender to Blackstone managed entities in its recent $2.8 billion purchase of Allstate Life Insurance Company (ALIC) and certain subsidiaries, collectively renamed Everlake Life Insurance Company.

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AM Best Comments on Credit Ratings of American Life & Security Corp. Following Leadership Change Announcement

Wink Intel

OLDWICK, N.J.–( BUSINESS WIRE )– AM Best has commented that the Credit Ratings (ratings) of American Life & Security Corp. (American Life) (headquartered in Lincoln, NE) remain unchanged following the Nov. 22, 2021, announcement that A. Michael Salem, one of the company’s co-CEOs, has resigned as an officer and director and will leave the company, effective immediately.

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.

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MetLife a Top Company for Executive Women

Wink Intel

NEW YORK–( BUSINESS WIRE )–MetLife, Inc. (NYSE: MET) today announced that it has earned a place on Seramount’s 2021 Top Companies for Executive Women list. The survey evaluated MetLife on aspects of women’s advancement, including succession planning, profit-and-loss roles, gender pay parity, support programs, and work-life balance. This is the 14th time MetLife has been recognized as a top workplace for women who want to advance to the most senior levels.

Loss 40
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OneAmerica® Individual Life and Financial Services Bolsters Leadership

Wink Intel

INDIANAPOLIS , Dec. 6, 2021 /PRNewswire/ — OneAmerica ® today announces strategic leadership changes in its Individual Life and Financial Services (ILFS) line of business aimed at strengthening distribution, recruiting and business development operations. New ILFS appointments include Chris Coudret , vice president, Career and Independent Brokerage; Kristin Dorm, vice president, Agency Growth and Development; David Junker , vice president, Business Development; and Jeff Levin , vice

Sales 40
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In a $1 Million Retirement Income Portfolio, Investors Choose Annuities and Protection Over Traditional 60/40 Allocation

Wink Intel

WASHINGTON , Dec. 6, 2021 /PRNewswire/ — According to the newly released Alliance for Lifetime Income and CANNEX Protected Retirement Income and Planning Study , investors who were asked to build their own hypothetical $1 million retirement portfolio, said annuities and other income-producing assets were the most favored. The study is a joint research effort designed to better understand and forecast retirement income trends among investors and financial professionals.