Mon.Jan 23, 2023

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Microsoft’s latest OpenAI investment opens way to new enterprise services

CIO

OpenAI has landed billions of dollars more funding from Microsoft to continue its development of generative artificial intelligence tools such as Dall-E 2 and ChatGPT. A move that is likely to unlock similar investments from competitors — Google in particular — and open the way for new or improved software tools for enterprises large and small. Microsoft stands to benefit from its investment in three ways.

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Crayon and Primary Intelligence Develop a Market First Integration: Sellers Now Automatically Have the Win-Loss Insights they Need to More Close Deals

Crayon

When your win/loss data is disconnected from your competitive intelligence tool, trying to understand your differentiators is like trying to appreciate the Mona Lisa from a mere 6 inches away — you kind of get it, but it’s nowhere close to the experience of seeing the full picture (or painting in this case).

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2023: The year of the rise of the digital economy in GCC countries

CIO

The pandemic has led many organizations in the Middle East to shift towards a digital-first strategy. According to IDC’s group vice president and regional managing director for the Middle East, Turkey, and Africa, Jyoti Lalchandani: “This means choosing digitalization options over non-digital options as a rule while implementing or enhancing new products, services, channels, customer/employee experiences, or operational processes.

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26 competitive intelligence companies (updated)

Aqute Intelligence

It has been too long since we updated our list of competitive intelligence companies. These are companies, mainly in the US and Europe, for whom competitive intelligence is their main or only focus. So, not companies like McKinsey that undoubtedly analyze competitors but not as their main activity. The companies below are our peers (our own competitors, gasp!

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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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DEI that works: 5 companies reaping the benefits of IT diversity strategies

CIO

The tech industry has long been known for its lack of diversity and, as a result, there’s been a big push for companies to take DEI strategies seriously. Diversity not only helps organizations perform better but fostering equity and inclusion can also strengthen recruiting and retention rates, as well as overall employee satisfaction. In fact, diverse companies have been shown to have a 2.5 times higher cash flow per employee and three in four job seekers and workers prefer diverse companies, ac

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Murat Ozkan, Chief Information and Digital Officer at Anadolu Efes

CIO

Murat Ozkan, Chief Information and Digital Officer at Anadolu Efes, the Turkey-based international beverages company, talks about how a data management strategy comprising AI and analytics will sustain further growth.

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Industry Veteran & Strategy VP Lyle Walker on Intelligence Node’s Superior Technology & Processes

Intelligence Node

Lyle Walker, VP of Strategy at Intelligence Node, is a distinguished retail leader with 30+ years of experience across global retailers, brands, and tech providers. Drawn to the company culture, The post Industry Veteran & Strategy VP Lyle Walker on Intelligence Node’s Superior Technology & Processes appeared first on Blog.

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CIOs step up to fill plus-size leadership roles

CIO

With a career path that wound through R&D, product development, advanced supply chain, and technology, Praveen Jonnala is well positioned to lead a global IT organization as well as take the reins of operations and other core business functions. Jonnala stepped in as CIO at network infrastructure provider CommScope two years ago after more than a dozen years spent at the company in various roles leading business and technology transformation.

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How Federated Learning Is Helping to Overcome Obstacles in Machine Learning

Dataversity

Federated learning is a machine learning technique that allows multiple parties to train a model without sharing their data. It is being used across several industries, from mobile device keyboards to health care to autonomous vehicles to oil rigs. It is particularly useful in situations where data sharing is limited by regulation, or is sensitive or proprietary, […] The post How Federated Learning Is Helping to Overcome Obstacles in Machine Learning appeared first on DATAVERSITY.

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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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NAIFA and WIFS Announce Stronger Partnership, Launch of Inaugural Women’s Financial Security Fly-In

Wink Intel

No strangers already, NAIFA and WIFS recently announced the two organizations have signed an expanded partnership agreement and are launching an inaugural women’s financial security fly-in set for March. The National Association of Insurance and Financial Advisors and Women in Insurance & Financial Services have agreed to continue to work closely together and support their mutual goals in the areas of professional development; diversity, equity, and inclusion; and political advocacy.

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Cyber Storage Resilience: How to Impact and Safeguard Data in 2023

Dataversity

All enterprise data ends up on storage systems, but if an enterprise storage solution does not have the cyber storage resilience to combat a cyberattack, the C-suite and the IT team are leaving the organization severely exposed. This realization is the trigger for what I see as the number one trend in data storage in 2023: making […] The post Cyber Storage Resilience: How to Impact and Safeguard Data in 2023 appeared first on DATAVERSITY.

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Deferred annuities are better deals than immediate annuities

Wink Intel

Not only does the early bird get the worm, he gets a higher annuity payout as well. That’s the finding of a new study that the National Bureau of Economic Research began circulating earlier this month. Entitled “Target Retirement Fund: A Variant on Target Date Funds That Uses Deferred Life Annuities Rather than Bonds to Reduce Risk in Retirement,” the study was conducted by John Shoven, an economics professor at Stanford University, and Daniel Walton, a data scientist at Uber Technologies.

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How to Make the Most of Your Unstructured Data

IBI

Reading Time: 3 minutes Companies today are grappling with a wealth of unstructured data from multiple sources—email and other digital messaging communications, social media channels, documents and PDFs, IoT sensors and server logs, and image and audio files, just to name just a few. And while this may seem like a scattering of unrelated information, unstructured data can actually offer some significant advantages—if organizations can ensure its quality.

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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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Kansas City Life Declares Quarterly Dividend

Wink Intel

KANSAS CITY, Mo. , Jan. 23, 2023 /PRNewswire/ — The Board of Directors of Kansas City Life Insurance Company declared a quarterly dividend of $0.14 per share on Jan. 23, 2023. The dividend will be payable on Feb. 8, 2023 , to stockholders of record on Feb. 2, 2023. Kansas City Life Insurance Company (OTCQX: KCLI ) was established in 1895 and is based in Kansas City, Missouri.

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Marketers Are Saving Time with Intelligence Connector

Netbasequid

Marketers don’t have enough time and typically rely on multiple tricks and tactics to make better use of the little time they have. However, new evidence suggests that they might not be doing enough. To enable screen reader support, press ⌘+Option+Z To learn about keyboard shortcuts, press ⌘slash A HubSpot researcher conducted a survey to understand how much time marketers spend on routine tasks such as email management, social media engagement, and consumer research.

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Simplicity Successfully Completes the Acquisition of IMS Associates and Welcomes Sean Giroux as the Group’s Newest Partner

Wink Intel

SUMMIT, N.J. , Jan. 19, 2023 /PRNewswire/ — Simplicity Group (“Simplicity”) today announced the acquisition of IMS Associates (IMS), a brokerage general agency based in Orange County, CA that offers annuity, long-term care, disability, and all types of life insurance. With this transaction – Simplicity’s 50 th – the Company welcomes IMS’ leader Sean Giroux as the Group’s newest Partner. “Sean and the entire IMS team will make a great addition to S

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The Penn Mutual Life Insurance Company Extends Track Record Of Financial Strength

Wink Intel

HORSHAM, Pa. , Jan. 18, 2023 /PRNewswire/ — The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, is proud to continue the company’s storied foundation of financial strength. In 2022, five of the world’s top rating agencies affirmed strong ratings, including recent ratings of AA (Very High Quality) from Kroll Bond Rating Agency (KBRA) and AA- (Very Strong) from Fitch Ratings in November and an A+ (Strong) rating from S&P Global Ratings in December.

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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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Nationwide, NFL Engage Fans with New Fundraising Platform

Wink Intel

MINNEAPOLIS , Jan. 17, 2023 /PRNewswire/ — The 32 nominees for the National Football League’s (NFL’s) Walter Payton NFL Man of the Year award presented by Nationwide are recognized not only for athletic excellence, but also because they make a positive impact off the field in their respective communities, representing the best of the NFL’s commitment to philanthropy.

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Reliance Standard Life Insurance and Matrix Absence Management Rebrand as Reliance Matrix, Delivering High-Tech and High-Touch Solutions to the U.S. Employee Benefits and Absence Management Markets

Wink Intel

PHILADELPHIA–( BUSINESS WIRE )–Reliance Standard Life Insurance Company and Matrix Absence Management have rebranded as Reliance Matrix, a technology-driven absence and employee benefits company that provides financial protection and supplemental health plans for employees, while helping employers maximize productivity by managing time away from work.

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New York Life Wealth Watch 2023 Outlook: 1-in-3 Individuals Hopeful About Finances in 2023, Despite Inflation, Recession Concerns

Wink Intel

NEW YORK–( BUSINESS WIRE )–While Americans continue to experience the challenges presented by inflation and a potential recession, New York Life’s latest Wealth Watch survey found that 66% of American adults are confident in their ability to reach their financial goals, and 1-in-3 feel hopeful about their finances at the end of 2022 going into 2023, reflecting similar levels of confidence reported this time last year.

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5-Year Rollover Glut Has Swelled IRA Balances: Cerulli

Wink Intel

The exceptional capital market performance experienced between 2016 and 2021 translated to significantly higher average 401(k) account balances, which in turn drove a groundswell of rollovers into individual retirement accounts. This is one of the headline findings of the newly published Cerulli Report, “U.S. Retirement Markets 2022: The Role of Workplace Retirement Plans in the War for Talent.

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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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Secure 2.0 Act RMD Rules Open New IRA Planning Window

Wink Intel

Speaking on a recent webinar hosted by Carson Group, Jamie Hopkins, the firm’s managing director of wealth solutions, suggested the new extension of the required minimum distribution age to 73 is a key conversation starter for advisors and their clients in 2023. Hopkins was joined on the webinar by Christine Benz, Morningstar’s director of personal finance and retirement planning.

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Kuvare and Aquarian Make Bermuda Deals

Wink Intel

Kuvare Holdings has broken through the thick new sheets of dealmaking ice. Higher interest rates and economic uncertainty have frozen announcements of mergers, acquisitions and other major deals in many sectors, but some companies in the life and annuity market have managed to start or close transactions anyway. Click HERE to read the full story via ThinkAdvisor Wink’s Note: If you will recall, Kuvare Holdings owns Lincoln Benefit Life , Guaranty Income Life Insurance Company , and Un

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Who Benefits Most From Annuity Purchases?

Wink Intel

Anew paper published by the National Bureau of Economic Research investigates retirees’ optimal purchases of fixed and variable longevity income annuities using their defined contribution plan assets and given their expected Social Security benefits. The underlying analysis was put together by a trio of authors including Vanya Horneff and Raimond Maurer of the Goethe University Frankfurt, and Olivia Mitchell of the University of Pennsylvania.

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New Bill Would Raise Capital Gains Tax on Wealthy New Yorkers

Wink Intel

A New York state legislator wants high-income, high-net-worth state residents to pay more taxes on capital gains. Sen. Gustavo Rivera, D-N.Y., introduced S. 2162 Thursday. The bill that would impose an additional state income tax ranging from 7.5% to 15% on the long-term capital gains of taxpayers with New York state taxable income over a minimum level.

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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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Life Insurance’s ‘New Normal’ Is a Major Opportunity for Modern Financial Advisors

Wink Intel

As financial advisors sort through the aftermath of the pandemic, they will find that life insurance has been completely transformed. At the beginning of 2020, distributing life insurance was an arduous task — requiring multiple, often in-person meetings, awkward conversations on gory details of medical history, followed by time-consuming medical exams and paper applications.

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The 10 Most Popular Annuity Videos on YouTube: 2022

Wink Intel

Visiting YouTube can give you a taste of what clients are hearing about annuities in online ads and online personal finance shows. We’ve put together a list of the 10 YouTube videos related to the U.S. annuity market in 2022, based on the number of views received. Annuity video viewership is low when compared with viewership for some other types of financial services videos.

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AmeriLife Names Mike Vietri to Lead $7.2B Asset Wealth Arm

Wink Intel

AmeriLife Group has named separate managers for its wealth and health distribution teams — and pointed out that it now has $7.2 billion in assets under management. AmeriLife is a Clearwater, Florida-based financial distribution company that has used private equity firm backing to grow rapidly. The company has closed on 65 acquisitions since 2020 and added 350,000 insurance agent and financial advisor relationships.