CIO
MAY 1, 2023
Technology innovation is happening at breakneck speed, creating new opportunities and threats for companies of all sizes and industries. At the same time, ever-evolving macroeconomic conditions are pressuring leaders to drive business outcomes against tighter margins. While today’s business climate certainly feels like a test for the survival of the fittest, your goal should not be to just survive, but rather to thrive.
Zoominfo
MAY 1, 2023
Every marketing team looks to leverage advertising channels to their fullest. In order to drive awareness, MQLs, pipeline — and ultimately revenue — from B2B advertising, you need to track the best success factors and strike a balance between top, middle, and bottom of funnel metrics. When launching a B2B advertising strategy, you’ll monitor traditional metrics, like clicks and conversions.
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CIO
MAY 1, 2023
Recently, we visited with several dozen CIOs and IT leaders across all industries to learn more about the challenges they are experiencing in their current transformation initiatives. The focus of our discussions was on promoting and enabling digitally driven outcomes and quicker business decisions. The conversations reminded everyone that there isn’t a one-size-fits-all approach to the journey and that each organization should focus on its operating model, the architecture of the organization
SpyFu
MAY 1, 2023
Search engines are your portal to the internet. They take masses of information on a website, break it down, and make decisions on how well it answers a specific query. But with so much data to sift through, how do search engines actually work? To discover, categorize, and rank the billions of websites that make up the internet, search engines employ sophisticated algorithms that make decisions on the quality and relevancy of any page.
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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.
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CIO
MAY 1, 2023
As of late, debate has rekindled around cloud repatriation and whether it is a real phenomenon or just a myth. Much of the confusion may stem from lack of agreement on the term itself: many envision repatriation as an organization completely shifting from a public cloud provider back to on-premises infrastructure, but this is seldom the case. Recent evidence suggests that repatriation is just one aspect of a larger trend towards rationalizing and optimizing workloads across various IT environmen
Competitive Intelligence Brief brings together the best content for intelligence professionals from the widest variety of industry thought leaders.
CIO
MAY 1, 2023
As more people get comfortable buying big ticket Items like cars on the internet, Volkswagen Financial Services South Africa (VWFS SA) knew it needed to simplify the entire process. CIO Wilma Crosson was in charge of making this happen. Improving its direct sales channel demanded that they come up with a way to, first of all, cut the time it takes for customers to complete the sales process.
Wink Intel
MAY 1, 2023
West Des Moines, Iowa – May 2, 2023 – Today North American Company for Life and Health Insurance® , a member company of Sammons ® Financial Group , launched the NAC Control. X SM fixed index annuity (FIA). NAC Control. X is a single-premium, deferred fixed index annuity with optional Total Control rider [1] allowing customers more control over their annuity growth and income timeline.
Infegy
MAY 1, 2023
A journey into Infegy Atlas’ ability to read long-form text Infegy Atlas specializes in analyzing social media posts from various platforms such as Twitter, TikTok, Pinterest, and others. It also has a custom data capability that allows clients to upload data and then use the full suite of Infegy Atlas analytics to analyze and explore it (Infegy Atlas API has the flexibility to accommodate different sources of data for analysis).
Wink Intel
MAY 1, 2023
For many years, I have had members of my team at Wink, Inc. volunteering for Junior Achievement USA. This organization offers “proven lessons in financial literacy, work and career readiness, and entrepreneurship [which] are shown to positively impact the lives of young people.” Why? “Research shows that Junior Achievement Alumni are more likely to have a college degree, feel confident managing money, have career success, and have started a business as an adult.” ThatR
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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.
Netbasequid
MAY 1, 2023
Whether your brand is a novice in business intelligence or a seasoned player, competitor tracking is crucial for gaining comprehensive market intelligence. Brands that neglect to undertake this task or invest minimal effort aren’t operating with the complete picture. Targeted competitor tracking requires a consistent and detailed approach. If your brand underestimates its competition or relies on flawed information, it cannot establish dominance in the market.
Dataversity
MAY 1, 2023
With digitization continuing to impact business enterprises and make them more competitive, there is a looming specter of data security challenges as well. Executives cutting across domains are faced with the challenging job of protecting the data of their respective organizations. However, this needs to be done without degrading their ability to innovate and add value from […] The post How Can Digital-Native Companies Overcome Data Security Challenges?
Wink Intel
MAY 1, 2023
Retirement Income Style Awareness Profile matches client preferences with income solutions LOUISVILLE, KY, April 25, 2023 — DPL Financial Partners, the leading insurance platform for registered investment advisors (RIAs), announced that it has expanded access to the Retirement Income Style Awareness ( RISA®) Profile to all its members. Retirement researchers Wade Pfau and Alex Murguia created the RISA Profile — a psychology-based income personality assessment — to help reveal an individual’s
Wink Intel
MAY 1, 2023
SECURE 2.0, which was included as part of the Consolidated Appropriations Act of 2023, was signed into law in late December 2022. The statute contains 92 substantive sections making reforms to a broad array of retirement-related provisions in ERISA, the Internal Revenue Code (the Code) and certain other laws. Of these 92 sections, four make changes to various aspects of the required minimum distribution (RMD) rules set forth under the Code that apply to annuities in various situations.
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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
Wink Intel
MAY 1, 2023
SALT LAKE CITY – Inflation and rising interest rates. Regulatory pressure and market volatility. These unique economic conditions might force insurers to abandon small-sized life insurance product policies. Click HERE to read the full story via INN The post Speaker: will life insurance companies stop writing policies less than $250,000? appeared first on Wink.
Wink Intel
MAY 1, 2023
SALT LAKE CITY – The advisor’s office is where annuity sellers have longed to find acceptance, only to be repeatedly disappointed. That is most certainly going to change in a big way, a panel agreed during a Monday session at the LIMRA Life Insurance and Annuity Conference. It’s all about the lure of guaranteed income, said Jeff Cusack, chief distribution officer with RetireOne, a fiduciary platform for fee-based insurance distribution.
Wink Intel
MAY 1, 2023
HSBC has launched its HSBC AI Global Tactical Index, powered by Amazon Web Services (AWS). The HSBC AIGT Index was developed by the bank and utilises the AI from AWS to carry out an AI-based index investment process. Furthermore, the solution gets AWS AI services to analyse and learn from data thousands of times faster than humans. This also enables the index to automatically adapt and evolve its approach as market dynamic shift.
Wink Intel
MAY 1, 2023
May 1st. Oh yeah, And a BIG happy AG49-B day to you! Enjoy it while you can, as I am certain that the Illustration Model Regulation will be opened up, which will lead to yet ANOTHER change in indexed life illustrations. (May you undersell and over-deliver in your life illustrations!) -sjm The post Happy AG49-B day appeared first on Wink.
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
Wink Intel
MAY 1, 2023
The world has been experiencing a lot of uncertainty and turbulence in recent times. From the global pandemic to economic downturns, there have been several events that have impacted the financial system. As a result, many investors are seeking safe havens to invest their money, particularly after the failure of Silicon Valley Bank. While some traditional investment options may seem risky, the life insurance industry has remained a safe bet for investors during times of crisis.
Wink Intel
MAY 1, 2023
Protective’s Jim Wagner explains what advisors should look for as they prepare clients to begin drawing on their assets for income in a market unlike any they’ve seen. Click HERE to read the full story via Investment News The post Cracking the Retirement Income Puzzle appeared first on Wink.
Wink Intel
MAY 1, 2023
The CFP Board’s Center for Financial Planning in Washington, D.C., has launched an endowed scholarship program for women aspiring to become CFPs. The center launched its Women’s Initiative in 1993. In recognition of the program’s 10th anniversary, the center has announced the WIN Endowed Scholarship program to fund the education of a new generation of women aspiring to become CFP-certified Click HERE to read the full update from Financial Advisor The post CFP Board Launches An Endowed Scholarshi
Wink Intel
MAY 1, 2023
LONDON , April 27, 2023 /PRNewswire/ — The EY organization today announces an alliance between the EIS Group Inc (EIS), a global digital insurance platform provider, and Ernst & Young LLP (EY US) to help clients in implementing and integrating EIS’ cloud-native, digital insurance platform, which is primarily an application programming interface, to address challenges and future needs in the insurance industry.
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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.
Wink Intel
MAY 1, 2023
Total new annualized premiums up 7% C apital and liquidity remain above target levels CARMEL, Ind. , May 1, 2023 /PRNewswire/ — CNO Financial Group, Inc. (NYSE: CNO ) today reported a net loss of $0.8 million , or $0.01 per diluted share, in 1Q23 compared to net income of $183.4 million , or $1.52 per diluted share, in 1Q22. Non-economic accounting impacts of market volatility often result in significant increases and decreases to our non-operating income and drove the net loss i
Wink Intel
MAY 1, 2023
DES MOINES, Iowa , April 25, 2023 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG ) (“F&G”), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, will release first quarter 2023 earnings after the close of regular market trading on Wednesday, May 3, 2023.
Wink Intel
MAY 1, 2023
JACKSONVILLE, Fla. , April 25, 2023 /PRNewswire/ — Fidelity National Financial, Inc. (NYSE: FNF ) (“FNF”), a leading provider of title insurance and transaction services to the real estate and mortgage industries, and a leading provider of insurance solutions serving retail annuity and life customers and institutional clients through its majority owned subsidiary F&G Annuities & Life, Inc.
Wink Intel
MAY 1, 2023
Direct-to-consumer annuity sales have always been relatively small, according to Wink CEO Sheryl Moore. She noted that just eight insurers offered 18 annuities direct to consumers, and that this channel accounted for only 0.4% of $79.3 billion in deferred annuity sales in the fourth quarter. Click HERE to read the full story via Life Annuity Specialist Thus far, Moore said, Puritan Life is leading the pack in sales among the eight carriers going direct.
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.
Wink Intel
MAY 1, 2023
Alla Gil wants life insurers to think about the possibility that, when bad times come, threats might work together to take financial terror to a horrible new level. Gil is the founder and CEO of Straterix, a Teaneck, New Jersey-based company that sells high-tech systems for generating a wide array of possible economic scenarios, including scenarios that go beyond executives’ worst nightmares, for use in stress testing.
Wink Intel
MAY 1, 2023
Annuity sales reached an all-time high last year. But scratch below the surface, and you’ll see the industry’s core remains stagnant. Given last year’s rising interest rate environment and market volatility, it’s not surprising that many investors turned to certain types of annuities. Click HERE to read the full story via ThinkAdvisor The post Don’t Let Record Sales Fool You: The Annuity Industry Is Stuck appeared first on Wink.
Wink Intel
MAY 1, 2023
Advisor Group confirmed on Wednesday that it is indeed shifting its multi-brand network to a single, rebranded entity. But the firm remained mum on what that new brand and name will be. The company is out to unify the eight wealth management firms that are now part of the Advisor Group broker-dealer network into one to “reduce complexity for financial professionals and position them to take full advantage of the scale Advisor Group offers,” it said in a news release.
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