Wed.Aug 30, 2023

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CIOs are worried about the informal rise of generative AI in the enterprise

CIO

In my previous column in May, when I wrote about generative AI uses and the cybersecurity risks they could pose , CISOs noted that their organizations hadn’t deployed many (if any) generative AI-based solutions at scale. What a difference a few months makes. Now, generative AI use has infiltrated the enterprise with tools and platforms like OpenAI’s ChatGPT / DALL-E, Anthropic’s Claude.ai, Stable Diffusion, and others in ways both expected and unexpected.

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Harnessing Sales Teams as a Source Of Competitive Intelligence

Aqute Intelligence

Imagine a mine filled with precious intel on your competitors. Now, imagine not having to go very far at all to find it – because it’s right there, within your business. Where? Your sales team. Unleashing the power of sales as CI agents When it comes to competitor analysis and market research, we often overlook the closest source of first-hand competitor insights – our own sales teams.

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The portfolio approach to digital transformation: 4 keys to success

CIO

Corporate projects are classically evaluated on standard matrices such as return on investment (ROI), break-even period, and capital invested. But as organizations look to quickly leverage the power of emerging digital technologies for business growth, such an approach is falling short on expectations. “Digital initiatives are innovative and although it’s fair to have an anticipation of ROI, having an iron-clad approach to specific monetary returns from each IT project won’t let some of the big

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8 Reasons Why Gen Zers Prefer Instagram Search

mention

Did you know that Instagram has over 1 billion active users each month? The platform has been taking the world by storm lately and has become a preferred choice for youngsters around the globe. The youth, especially Gen Zers, use the application for entertainment purposes and as a search platform to discover best-suited solutions. And there can be a number of reasons for it.

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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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Beware the Toxic Positivity of Data: Why Context Matters

Domo

Toxic positivity? That seems a bit harsh when talking about data, especially given that most modern businesses aspire to be data-driven in both strategy and execution. Indeed, over the last decade or two, data has become almost universally regarded as a key corporate asset and an essential input to quality decision-making. That said, the rising importance of data as an asset has resulted in significant overheads being required in its protection.

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The Evolution of AI in Asset Management

Alpha Sense BI

Artificial intelligence (AI) in asset management has steadily grown over the past several years as even formerly slow adopters are seeing the value and necessity in using it. Today, financial ser vice s prof ession als, historically notori ou s for resisting AI in their work, are finally r ea lizing that AI tools don’t replace human intelligence—they enhance it.

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Creating Content (and Connections) Fearlessly Ft. Ollie Whitfield

Owler

As the Demand Gen Team Lead at VanillaSoft, Ollie Whitfield strategizes creative ways to reach B2B companies. During our interview, he shared his takes on creating engaging content and more. How Did Your Career Journey Unfold? During his school years, Ollie Whitfield stumbled upon a social media apprenticeship role that intrigued him. Despite having limited knowledge about it, he decided to go for it.

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How can we use the classic library reference interview to create the best newsletters?

Vable

Client satisfaction is a priority for Team Vable and we are proud when our clients recognise our efforts - after all, you as library and information people are also striving for excellence.

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Massachusetts Fiduciary Rule Upheld by Top Court

Wink Intel

The Massachusetts Supreme Judicial Court ruled Friday to uphold the Massachusetts fiduciary rule and allow Secretary of State William Galvin’s administrative case against Robinhood to move forward. In April, Galvin, Massachusetts’ top securities regulator, appealed a Superior Court judge’s decision issued last March that struck down the state’s fiduciary rule.

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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 motivated Ericsson’s big push into the cloud

CIO

When Mats Hultin, pictured, took over as group CIO at Ericsson four years ago, the company decided to review its large outsourcing contract. At the same time, the cloud team, led by cloud service VP Johan Sporre Lennberg, stressed for modernization and a clear cloud strategy going forward. “We chose to combine the selection of new partners and a transition to the cloud, and put a lot of effort into how a modern collaboration structure should look,” says Hultin.

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Debate: Should the DOL Revert to the 2016 Fiduciary Standard?

Wink Intel

After the Department of Labor’s 2016 fiduciary rule and best interest contract exemption were vacated, the standard reverted back to the “old” five-part test that has historically been used to determine investment advice fiduciary status. Now, it is widely expected that the DOL will release a newly revised fiduciary test before the end of the summer.

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Cloud Technology Powers Research on PSA Software

Smart Data Collective

Cloud technology has been instrumental in the software development sector. This is one of the many examples of how cloud technology has benefited enterprises. Steven Gage wrote a great article in Dice.com a few years ago on the benefits of cloud computing for software development. Some of the biggest benefits include ease of deplorability and scalability.

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Financial Advisors Have Used FIDx’s Platform for More Than $1B in New Annuity Contracts; $50B in Overall Annuity Contracts Now Actively Managed on FIDx Platform

Wink Intel

BERWYN, Pa. , Aug. 29, 2023 /PRNewswire/ — Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our mission at FIDx is simple—equip every financial advisor nationwide with innovative tools and integrations that pr

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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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What is Intent Data? How to Turn Signals into Action

Zoominfo

Modern go-to-market teams have the tools, data, and tactics that would make their predecessors wildly jealous. But if their timing isn’t right, all of those advantages can quickly go out the window. Prospects who love your product may not be ready to buy. Buyers who are in the market today probably haven’t asked for a meeting. And those somewhere in the middle could be swayed — if you can reach them.

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Life Insurance Consumer Advocacy Center Shares Concerns Over New Proposed California Law That Works a Fraud on Consumers

Wink Intel

PLEASANT HILL, Calif. , Aug. 29, 2023 /PRNewswire/ — A proposed new California law would allow life insurance agents to mislead their consumer customers by saying they have no conflicts of interest with the consumer even if the agent stands to gain many thousands of dollars if the consumer accepts the agent’s recommendation. The same law allows agents to tell their consumer customers that they are obligated to act only in the consumer’s best interest, but in reality the age

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False and Misleading Long-Term Care Insurance Marketing Tactics

Wink Intel

August 23, 2023— The California Department of Insurance (Department) has received several complaints regarding misleading marketing and communications by some long-term care insurers and agents in connection with the work of the California Long-Term Care Insurance Task Force (Task Force). These communications falsely assert that a new payroll tax will be imposed in the near future, and that consumers should rush to buy long-term care insurance before the end of 2023.

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Retirement plan confusion creating advisor opportunities

Wink Intel

Although 76% of sponsors were extremely satisfied with their current plan advisor, 22% reported they were actively looking to switch. Click HERE to read the full story via InvestmentNews The post Retirement plan confusion creating advisor opportunities appeared first on Wink.

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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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Don’t Buy an Indexed-Universal Life Policy Until You Read This

Wink Intel

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. So-called “finfluencers” are preying on naïve investors, promising unrealistic returns while generating excessive commissions for themselves. Their bait is an indexed-universal life (IUL) policy. Read this to avoid making a costly mistake.

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Venerable Aims to Power Variable Annuity Issuers’ Fund Menus

Wink Intel

Venerable Holdings — a reinsurer that has taken responsibility for giant blocks of variable annuities off the shoulders of companies like Voya, Equitable and John Hancock — wants to provide the investment funds inside the annuities. The West Chester, Pennsylvania-based company announced Tuesday that it’s setting up its own RIA and its own variable insurance trust to help insurers use Venerable funds when they’re separating from unwanted variable annuity blocks.

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Pulling back the curtain on hybrid indices

Wink Intel

You need to do your due diligence on hybrid indexes, which are used on indexed life insurance and indexed annuities. The index provider may limit gains on the index through a monthly cap on performance. In these instances, there is no cap on downward index performance. And- this is IN ADDITION TO the limit on indexed performance, achieved through a participation rate, cap rate, or spread rate.

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Groups Move to Support Advisor in Annuity Switching Case

Wink Intel

The National Association for Fixed Annuities and Investor Choice Advocates Network have filed amicus curiae briefs in the U.S. District Court for the District of Massachusetts on behalf of the advisor who was charged by the Securities and Exchange Commission in March with defrauding clients as part of an annuity replacement scheme. The SEC declined to comment Friday on the arguments made in the two amicus curiae briefs.

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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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How Do Annuity Death Benefits Work?

Wink Intel

Annuities are primarily known for their living benefits , but in many cases, they can offer a death benefit to the contract holder’s beneficiaries. If your client has an annuity or is considering investing in one, it’s important to review the contract’s death benefit options with them. Not all annuities have a death benefit. What Is an Annuity Death Benefit?

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