Mon.May 09, 2022

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Gong + Crayon: Helping Your Sellers Win With Personalized Competitive Insights

Crayon

It’s 8:32am. An account executive on your sales team opens up their laptop to get their day started.

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Sales Engagement: Here’s What You Need to Know Before Buying

Zoominfo

It wasn’t long ago that sales as an industry was driven largely by volume — more leads meant more prospects, which sometimes translated into more revenue. This process was inefficient, time-intensive, and unpredictable. Today, sales is driven by insights. The most successful sales teams rely on a combination of sophisticated technology and human expertise to ensure they’re selling the right product, to the right prospect, at the right time.

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Mention’s Top 4 notification features for Reputation Management

mention

When your brand is in crisis, the last thing your team needs is to feel behind the conversation as it’s happening. News travels fast, but social mentions travel even faster, especially if your brand is about to embark on a crisis. The key is to keep calm and use a social listening tool. Brand awareness still reigns as the top goal for marketing today , so maintaining your reputation is an absolute must.

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AI Ethics in Action: Making the Black Box Transparent

Dataversity

In my third article about the ethics of artificial intelligence (AI), I look at operationalizing AI ethics. Human intelligence remains a key factor – to keep a watchful eye on potential biases. Amazon caused a stir in late 2018 with media reports that it had abandoned an AI-powered recruitment tool because it was biased against women. Conceived as […].

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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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Smarten Support Portal Updates – April – 2022!

Elegant BI

We invite you to explore our latest knowledgebase articles and to join the Smarten user community on Smarten Support Portal. If you have not registered yet, Click Here to obtain your login credentials. Knowledgebase Articles. LDAP/AD : AD Integration in Smarten. Embedded / API Integration : API Call to rebuild cubes / datasets. Predictive Use cases.

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The Ideal Data Fabric Architecture for Business Transformation

Dataversity

Data fabric is redefining enterprise data management by connecting distributed data sources, offering speedy data access, and strengthening data quality and governance. Many enterprises are already extracting business-relevant intelligence by putting their data to work through an efficient data fabric architecture. This article gives an expert outlook on the key ingredients that go into building […].

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Ep. 552 – HMRP Monday Edition: John Dick, Founder & CEO of Civic Science; Managing Gen Z in the Modern Workplace

Happy Market

Today I’m joined by John Dick, Founder and CEO of Civic Science. Founded in 2007, Civic Science is a consumer intelligence research platform that polls millions of Americans each week covering thousands of topics. Their proprietary InsightStore analyzes the responses so decision-makers can discover the market and cultural trends. There are a few things that are very interesting about Civic Science that you may not know.

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Edelman, Nadig Say FINRA Complex Product Ideas Are ‘Unworkable,’ Terrifying

Wink Intel

The Financial Industry Regulatory Authority’s potential changes to regulation of complex products are “fatally flawed” and “completely unworkable,” according to RIA founder turned crypto evangelist Ric Edelman. As set out in Regulatory Notice 22-08, FINRA could limit retail investor access to many mutual funds, ETFs and closed-end funds, according to Dave Nadig, financial futurist at ETF Trends.

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5 Annuity Bills in Congress Now

Wink Intel

Changes to the annuity landscape will likely be ushered in this year with the anticipated passage by the Senate of the Securing a Strong Retirement Act of 2022, or Secure Act 2.0, which would make it easier to use qualified longevity annuity contracts in retirement plans, among other changes. In the meantime, total U.S. annuity sales are on the rise.

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Growing financial services firm Kuvare opens Des Moines office in East Village, continuing expansion in Iowa

Wink Intel

DES MOINES, IA — May 3, 2022 — Kuvare today announced the opening of its newest location in the East Village area of Des Moines, Iowa. This office will utilize the region’s exceptional talent to support the continued growth of Kuvare’s life insurance and annuity businesses: Guaranty Income Life Insurance Company (GILICO), United Life Insurance Company, and Lincoln Benefit Life Company.

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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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Recommending FIAs: Start With The Client’s Objective

Wink Intel

Fixed indexed annuities have become popular financial solutions for advisors to address client goals of safe investment returns and lifetime income. FIAs offer owners the ability to earn higher yields than fixed annuities if the markets perform well, while typically providing some protection against market declines. With the increased popularity of FIAs, insurers have become more creative in some design of FIA features and benefits.

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USAA inked a pair of reinsurance deals in 2021

Wink Intel

USAA Life Insurance Company into two reinsurance arrangements in 2021, with a combined value of about $6 billion, according the Texas-domiciled mutual insurer’s 2021 Annual Statement, filed with the Texas Department of Insurance on February 10, 2022. . Click HERE to read the full story via RIJ. The post USAA inked a pair of reinsurance deals in 2021 appeared first on Wink.

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Private Equity in the Life/Annuity Biz

Wink Intel

Private equity (PE) firms or “alt-asset managers,” in the opinions of many, have bestowed heavenly manna on the life/annuity industry during the past decade’s yield-famine. . Click HERE to read the full story via RIJ. The post Private Equity in the Life/Annuity Biz appeared first on Wink.

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New York’s ‘shot-across-the-bow’ to PE firms

Wink Intel

In a message that may have been inspired by Blackstone’s 2021 purchase of a 9.9% equity stake in AIG Life & Retirement, the New York Department of Financial Services issued Insurance Circular Letter No. 5 (2022) on April 19. Click HERE to read the full story via RIJ. The post New York’s ‘shot-across-the-bow’ to PE firms appeared first on Wink.

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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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The ‘Retirement Income Consortium’ is Born

Wink Intel

A group of life insurers and asset managers has created a new industry group: the Retirement Income Consortium (RIC). The founding members are AllianceBernstein, Allianz, BlackRock, Income America, Nationwide, Principal Financial Group, Prudential Financial and TIAA-Nuveen. Click HERE to read the full story via RIJ. The post The ‘Retirement Income Consortium’ is Born appeared first on Wink.

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Transamerica Transforms Annuity and Life Insurance Solutions with Addition of Liza Tyler and Andrew DeMarco

Wink Intel

Transamerica announces that Liza Tyler has been appointed Head of Annuity Solutions and Andrew DeMarco as Head of Life Solutions for the company’s Individual Solutions division. This new leadership structure is part of Transamerica’s commitment to a broad and resilient product suite for life insurance and annuities, driving growth in a risk-managed and capital efficient framework.

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Why RIJ Obsesses over the ‘Bermuda Triangle’

Wink Intel

As an RIJ reader, you might have wondered why we spend so much editorial space on the ‘Bermuda Triangle’ phenomenon. There are three main reasons. . Click HERE to read the full story via RIJ. Wink’s Note: If Kerry Pechter of “Retirement Income Journal” is concerned about this… I guess I am too? -sjm. The post Why RIJ Obsesses over the ‘Bermuda Triangle’ appeared first on Wink.

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