CIO

OCTOBER 2, 2023

Project management office (PMO) definition A project management office (PMO) is a group, or functional unit, that sets, maintains, and enforces the practices, policies, and standards for structuring and executing projects within an organization. According to the Project Management Institute (PMI), a PMO is essential for enterprises seeking to centralize and coordinate the management of projects throughout their life cycles.

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Management Startups Finance Advantage 764

Crayon

OCTOBER 2, 2023

Is robust competitor analysis missing from your product launch plan? Find out how to optimize this key component in your GTM strategy.

Analysis 325

Analysis Competitor Analysis Competitive Marketing 325

CIO

OCTOBER 2, 2023

Platform engineering is a sociotechnical discipline that has gained tremendous attention in the last year in response to the need for organizations to accelerate cloud native app development and management. Platform engineering focuses on the internal application of development and the creation of so-called ‘ Golden Pathways ’ in engineering and development, saving time and creating more space for creativity.

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IT Innovation Technology Technology 666

Dataversity

OCTOBER 2, 2023

Hello! I’m Mark Horseman and welcome to The Cool Kids Corner. This is my monthly check-in to share with you the people and ideas I encounter as a data evangelist with DATAVERSITY. (Read last month’s column here.) This month we’re talking about the current demand for master data management (MDM). What is MDM? Why is it needed now […] The post The Cool Kids Corner: Master Data Management (MDM) in the Spotlight appeared first on DATAVERSITY.

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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.

IT

CIO

OCTOBER 2, 2023

With tight IT budgets getting tighter, many Oracle licensees with Unlimited Licensing Agreements (ULAs) are tempted to consider an exit plan to avoid the pinch of rising support costs. But, often too late, they may discover that their Oracle contract could prevent them from making the jump as seamlessly as they’d like. Most enterprises want to avoid expending unnecessary time, effort, and resources on licensing issues, so they can focus on maximizing value and results.

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Wink Intel

OCTOBER 2, 2023

GREENBRAE, Calif. , Oct. 2, 2023 /PRNewswire/ — 1.6 million U.S. insurance agents can breathe a little easier this morning, thanks to a recent survey by GetSure , a leading online insurance agency. “AI is coming to Insurance distribution and has the potential to do wonders for the customer experience,” said Rikin Shah , Founder & CEO of GetSure. “Getting this right, however, will require an open dialogue with consumers, and that’s exactly why we ran this sur

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Engage3

OCTOBER 2, 2023

Inflation Insights | Aug 2023 | Request the Report In recent analysis, a prevailing pattern of diminishing inflation rates has emerged on the global stage. However, amidst this general descent in inflation, one nation, Germany, stands as an exception. While countries globally witness a gradual reduction in inflation, we shine a spotlight on the trends within frozen categories, which have helped drive down inflation.

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Competitive Intelligence Retail Globalization Competitive 52

Wink Intel

OCTOBER 2, 2023

Wink’s president, Victoria and her husband, Zach, are delighted to announce the birth of their daughter, Remi Lee Jean. Remi surprised everyone, born four weeks early on September 23, 2023, and was welcomed home last week by her big brother, Jameson, and two older sisters, Layla and Violet. “ Now, I can totally feed those Grandma urges! Congratulations Victoria Grossman !

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Vable

OCTOBER 2, 2023

Is there anything new we can say about Generative AI? I’ve been putting off writing about ChatGPT because I’ve been too busy reading about it! But amongst the hype, hallucinations and hope, I was keen to get some answers from those at the centre of the legal GenAI storm. To this end, I conducted an informal survey among legal information professionals.

Information 52

Information Business Innovation IT 52

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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.

Competitive

CIO

OCTOBER 2, 2023

Resistance to digital transformation comes in many forms. And sometimes it takes a wizard — or a CIO with a satchel of magic tricks — to overcome them. You’ll need to persuade employees and middle management to leave their comfort zones and change how they operate. You may find yourself stuck in bureaucratic quagmires or be forced to battle a ‘not built here’ mindset.

Alliance 899

Alliance Startups Competitive Management 899

Wink Intel

OCTOBER 2, 2023

When Fidelity Investments recently crunched the data on its retirement accounts customers, it found that 37% of those born between 1946 and 1964 (so-called Baby Boomers) have more equity holdings than they should. Depending on age, people in this age bracket should have 47% to 67% in equities, Fidelity said. But well more than a third were above that Click HERE to read the full story via Kiplinger The post Too Heavy in Stocks?

IT 40

IT 40

Wink Intel

OCTOBER 2, 2023

Corebridge Financial likes selling permanent life insurance policies and also enjoys selling term life insurance. Tim Heslin, president of life insurance at the Houston-based life and annuity giant, talked in a recent email interview about the company’s strategy in selling a product that some competitors have dismissed as a commodity. Click HERE to read the full story via Think Advisor Wink’s Moore on the Market: Some takeaways- – The former AIG is committed to being competitive wit

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Wink Intel

OCTOBER 2, 2023

After a decade of unprecedented market volatility, ongoing inflation, and other economic pressures on financial institutions, Northwestern Mutual is proud to share that we expect a record-setting dividend payout of $7.3 billion in 2024. Our philosophy has always been to share our success with policyowners by paying the highest possible dividends over time while maintaining our financial strength.

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Market Research Marketing Research Research Marketing 40

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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

Security

Wink Intel

OCTOBER 2, 2023

Like a lot of us, I love deviled eggs, and I tend to enjoy more than my fair share of them at parties. That is, until I made them for the first time. My wife warned me it wouldn’t be a simple task. Click HERE to read the full story via INN Wink’s Moore on the Market: I appreciate that Jeff Barnes from EquiTrust Life Insurance Company is trying to train readers on how inforce renewal rates are determined on indexed annuities.

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Marketing Marketing IT 40

Wink Intel

OCTOBER 2, 2023

MIAMI–( BUSINESS WIRE )–Brickell Insurance Holdings LLC (“Brickell”) announced today that it has entered into a definitive agreement to sell Merit Life Insurance Co. (“Merit” or the “Company”) to a private investor group. Founded in 1957 and headquartered in Charlotte, N.C., Merit is an A- rated* insurance company providing innovative, digital-first retirement solutions.

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Innovation Competitive Management Business 40

Wink Intel

OCTOBER 2, 2023

SAN FRANCISCO–( BUSINESS WIRE )– RetireOne , the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint 2023 RIA Protected Accumulation + Retirement Income Survey today. he survey reveals that Investment Advisor Representatives (IARs) of Registered Investment Advisory firms (RIAs) understand that clients are increasingly worried about their retirement prospects, grappling w

IT 40

IT Security Security Loss 40

Wink Intel

OCTOBER 2, 2023

Proposed regulations around Section 1035 life insurance policy exchanges may lead some companies to stumble into taxable exchanges without realizing it, IRS officials were told at a Thursday hearing. Federal Policy Group consultant Ken Kies, representing Finseca, an association of financial planning professionals, told the IRS at the hearing—and Finseca wrote in a comment letter —that the group heard from members that some employers are misunderstanding the proposed rules.

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IT 40

Advertiser: ZoomInfo

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

Competitive

Wink Intel

OCTOBER 2, 2023

OLDWICK, N.J.–( BUSINESS WIRE )–U.S. insurance companies’ private equity investments slowed in 2022, rising just 3.3% in 2022 to $132.0 billion, following a year of exceptional growth in the previous year, according to a new AM Best report. In its Best’s Special Report , titled, “Growth in Insurers’ Private Equity Investments Slowed Significantly in 2022,” AM Best states that life/annuity insurers, which account for three-quarters of the insurance industry’s private equity book

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Capital Banking Research Globalization 40

Wink Intel

OCTOBER 2, 2023

RADNOR, Pa.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) has been named the 2023 “Best Variable Index Annuity Carrier” by Structured Retail Products (SRP) Americas, a leading provider of structured products data and intelligence, for a third time. Lincoln was recognized for its best-selling registered indexed-linked annuity (RILA), Lincoln Level Advantage ® , which also earned the award in 2019 and 2021.

Retail 40

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Wink Intel

OCTOBER 2, 2023

LANSING, Mich.–( BUSINESS WIRE )– Jackson Financial Inc. 1 (NYSE: JXN) (Jackson®) will announce financial results for the third quarter ended September 30, 2023, after market close Wednesday, November 8, 2023. Jackson’s press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast Thursday, November 9, 2023, at 10 a.m.

Win 40

Win Information Management Marketing 40

Wink Intel

OCTOBER 2, 2023

NEW YORK–( BUSINESS WIRE )–WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that the WisdomTree Siegel Strategic Value Index (BBG Ticker: CIBQWS6E) (the “Siegel Index”) won the FIA Index of the Year Award by Structured Retail Products (SRP). The Siegel Index was developed by Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania, with CIBC Capital Markets, including co

Win 40

Win Innovation Globalization Finance 40

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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.

Business

Wink Intel

OCTOBER 2, 2023

CHARLOTTE, N.C.–( BUSINESS WIRE )–Brighthouse Financial, Inc. (Brighthouse Financial) (Nasdaq: BHF) announced today that it plans to hold a conference call and audio webcast to discuss its financial results for the third quarter ended September 30, 2023, at 8:00 a.m. Eastern Time on Wednesday, November 8, 2023. The call will follow the issuance of the Brighthouse Financial third quarter 2023 earnings release and financial supplement on Tuesday, November 7, 2023, after market close.

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Security Security Learning Marketing 40

Wink Intel

OCTOBER 2, 2023

Financial advice often focuses on the accumulation phase of retirement planning. But the decumulation phase — when households seek to generate sufficient income in retirement to meet their spending needs — requires an equal focus. Research from BlackRock and the Bipartisan Policy Center showed how a comprehensive approach to retirement planning that includes annuities can help individuals generate adequate income from their accumulated assets and accomplish two critical retirement planning goals

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Research 40

Wink Intel

OCTOBER 2, 2023

Two insurance regulatory law specialists say the effort that created the new Colorado life insurance technology unfair discrimination regulation will likely expand to affect annuities. The Colorado regulation will also do more to affect how insurers operate than other state efforts to address concerns about new forms of decision-support technology, the lawyers predicted.

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Technology Technology Information 40

Wink Intel

OCTOBER 2, 2023

The Colorado Division of Insurance last week adopted major regulations that will govern life insurers’ use of any “external consumer data and information source,” or ECDIS. That definition appears to include traditional data streams and analytical systems as well as artificial intelligence-based systems. Click HERE to read the full story via Think Advisor The post What Colorado’s New Data Regulations Could Mean for Insurers, Agents appeared first on Wink.

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Intelligence Intelligence Information 40

Advertiser: ZoomInfo

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.

Marketing

Wink Intel

OCTOBER 2, 2023

Agroup of House Republicans wants to keep federal financial regulators out of insurers’ hair. The lawmakers introduced H.R. 5535 , the Insurance Data Protection Act bill, last week. The bill would discourage the Federal Insurance Office and some other federal agencies, such as the Office of Financial Research, from getting data directly from insurers.

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Research 40

Wink Intel

OCTOBER 2, 2023

The Securities and Exchange Commission on Friday proposed to update the offering process and disclosure requirements for registered index-linked annuities, or RILAs. The proposal, a congressional directive, would require RILAs to use a registration form tailored to their characteristics. Click HERE to read the full story via Think Advisor The post SEC Proposes Tightening RILA Registration appeared first on Wink.

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Security Security 40

Wink Intel

OCTOBER 2, 2023

ZIONSVILLE, Ind. , Sept. 28, 2023 /PRNewswire/ — Delaware Life, a Group 1001 company, today announced the appointment of Colin Lake as President and CEO of Delaware Life Marketing. Lake brings more than 26 years of experience to the role with a track record of leading sales teams toward sustainable, exponential growth. Tom Seitz , who has been instrumental in the organization’s growth and progress, has decided to step back from his current capacity as head of Delaware Life Marketi

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