Mon.Jun 12, 2023

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Innovation without disruption: virtual agents for hyper-personalized customer experience (CX)

CIO

Chatbots and IVRs are contact center staples, but most still provide automated service for basic, repeatable tasks. What about when a customer needs to be intelligently routed to a better resource or has a question that’s not so cut-and-dry cut. Virtual Agent, or VA, is the next natural step for significantly better customer and business outcomes. What is a VA?

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Fast, Efficient, Productive: 5 Takeaways for GTM Growth

Zoominfo

Last week, ZoomInfo co-hosted an event with Bain & Co. at Forrester’s B2B Summit North America. Our session included go-to-market efficiency insights from ZoomInfo CEO Henry Schuck and CMO Bryan Law, as well as Bain Partner Mackenzie Bushy and Dell SVP of Global Sales Operations Prabha Ramakrishnan. Here are some of the most important takeaways from the discussion, including essential research on effective go-to-market tactics and the results of our “speed to lead” experiment. 1.

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Celebrate innovation: Apply now for CIO Awards Canada!

CIO

I’ve got some super exciting news to share with you. Last year, we embarked on an incredible journey with the launch of the CIO Awards Canada program. It was an absolute blast celebrating the most innovative organizations and accomplished leaders in the tech world. Witnessing the outstanding projects and teams that emerged from all corners of Canada was truly gratifying!

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The Importance of Tracking Hashtags

Netbasequid

In social media marketing, hashtags have become vital, forming a distinct language. They act as a bridge that connects brands with consumers, allowing companies to enhance their understanding of consumer preferences and interests. Hashtags have the power to captivate audiences and generate greater brand visibility—and so much more! Let’s explore the vital role tracking hashtags plays in marketing as well as the following: Why track hashtags?

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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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What is COBIT? A framework for alignment and governance

CIO

What is COBIT and why is it important? COBIT is an IT management framework developed by the ISACA to help businesses develop, organize, and implement strategies around information management and IT governance. The goal of the COBIT framework is to support “understanding, designing, and implementing the management and governance of enterprise IT (EGIT),” according to the ISACA.

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The four-way test: Find the answers to better IT leadership at FutureIT Chicago

CIO

The four-way test is a set of guiding principles that every member of Rotary, an international service organization, can recite. The test is an adaptive process that considers everyone’s point of view. The process is designed to build goodwill and earn trust so a particular result is mutually beneficial, sustainable, and has scalable outcomes. As a Rotarian and the person responsible for the content at FutureIT Chicago on June 22, I couldn’t help but see some commonalities in the attributes of t

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REPRINT: DON’T ASSUME PROSPECTS KNOW ANNUITIES, #AnnuityAwarenessMonth

Wink Intel

DON’T ASSUME PROSPECTS KNOW ANNUITIES April 21, 2013 by Sheryl J. Moore By Sheryl J. Moore, President and CEO of Moore Market Intelligence, an indexed product resource in Des Moines, IA. I was speaking to a health insurance agent today who was looking for information on life insurance and annuities. He was genuinely interested in selling these “foreign” products, and I did my best to provide him with an overview.

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How manufacturers can unlock new value from existing data

CIO

In an industry buffeted by constant pressure on margins, shifting trade patterns, and supply chain uncertainty, manufacturing companies are looking for any edge they can get. The good news? It can often be found in innovative uses of data. Here’s how manufacturers can harness data analytics to improve performance across three critical areas of their businesses.

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OLTP Database Solutions for Today’s Transactions

Dataversity

Online transaction processing (OLTP) enables rapid, accurate data processing for most of today’s business transactions, such as through ATMs, online banking, e-commerce, and other types of daily services. With OLTP, the common, defining characteristic of any transaction is its atomicity, or indivisibility. A transaction either succeeds as a whole, fails, or is canceled.

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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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La prima regola di un CIO sull’automazione: avere un chiaro piano di business

CIO

In virtù del loro ruolo, che li colloca tra l’IT e la strategia aziendale, i CIO godono di una posizione privilegiata nell’identificare i processi che le loro aziende devono modernizzare e automatizzare. Quando si tratta di aggiornare i sistemi principali per incrementare l’efficienza operativa, devono anche assicurarsi che esista un valido business case, cioè avere a disposizione tutti gli elementi per misurare il valore che un progetto di automazione può apportare all’azienda, afferma Laurie S

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AI and Privacy: Navigating the Intersection of Technology and Personal Data

Dataversity

The rapid adoption of generative AI in the business world is transforming the way we work and improving our ability to engage with customers, streamline internal processes, and drive cost savings while introducing unprecedented challenges to the protection of individual privacy. As AI technologies continue to evolve and permeate various aspects of our lives, concerns about data […] The post AI and Privacy: Navigating the Intersection of Technology and Personal Data appeared first on DATAVE

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4 ways Swedish CIOs strengthen defenses against bombarding AI sales

CIO

The current interest in AI is massive, and companies, as well as the public sector, are exploring the new technology in all its capacities as much as possible. But it’s important to be vigilant and painstakingly sort through all products that have an AI label. “Many handle the word a bit carelessly,” says Charlotte Svensson, CIO at SAS, the Scandinavian airline.

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Lincoln Financial in settlement talks with ex-agent who sued over FIA returns

Wink Intel

Sheryl Moore, CEO of both Moore Market Intelligence and Wink, Inc., does not think those dates will be needed. “Insurance companies have a record of settling disputes, whenever possible,” she said. “No one likes to see their name in lights with a class action lawsuit. No doubt the Lincoln case will not make it to court.” Click HERE to read the full story via INN Moore on the Market: The more I think about this case, the more I am mystified.

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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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How to Get the Most Out of Your Social Media Marketing Budget

mention

Social media has become an increasingly vital component of any business’s online presence. As far as digital visibility goes, social media activity and interactions are pivotal in how a company can reach a wider audience, engage with potential customers, promote its products or services, and generate vital brand awareness. Collectively, these strategies help business owners ‌scale and grow their companies in the long run, while managing their reputations and creating new revenue streams.

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Life insurance policy appraisals: debunking the three biggest misconceptions

Wink Intel

For the past five years, I have been actively promoting that agents and advisors should suggest life insurance policy appraisals to clients. I speak with financial professionals all around the country, at conferences and other events, and am frequently told by advisors that they don’t think that their clients need to appraise their policies. I always ask why, and I get a variety of answers.

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New Bill Would Ease Use of Annuities as 401(k) Plan Default Options

Wink Intel

A new bill could help annuities compete harder for retirement plan default investment option slots. Rep. Donald Norcross, D-N.J., and Rep. Tim Walberg, R-Mich., introduced H.R. 3942 , the latest version of the Lifetime Income For Employees (LIFE) Act bill, Friday. H.R. 3942 would make the retirement plan “qualified defined investment alternative” role a better fit for annuities by easing asset access rules that now limit the use of annuities as QDIAs.

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California Annuity Sales Rule Bill Faces Consumer Group Opposition

Wink Intel

SB 263, California’s annuity sales standards update bill, sailed through the state Senate in May, with no opposing votes at the committee level or on the state Senate floor. But the ultimate fate of the bill is still uncertain because of ongoing strong opposition from California consumer groups. One open question is whether a California move to use its own annuity sales standards after 2025 could give the Securities and Exchange Commission a chance to regulate fixed annuity sales in all states.

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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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I want to feel like I am in a noble profession.

Wink Intel

Man, I am feeling down about this business lately. Insurance companies have strayed from the business of protection to the business of accumulating assets. Instead of focusing on consumer value, there has been a transition to focusing on shareholder value. Life insurance and annuity products are seeing reduced rates in years two plus. Life insurance charges are increasing in years two plus.

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AIG Announces Closing of Secondary Offering of Corebridge Financial, Inc. Common Stock

Wink Intel

NEW YORK–( BUSINESS WIRE )–American International Group, Inc. (NYSE: AIG) today announced the closing of its secondary offering of shares of Corebridge Financial, Inc. (NYSE: CRBG) common stock. AIG, as the selling stockholder, sold 74.75 million existing shares of common stock (out of approximately 648 million total shares of common stock outstanding) of Corebridge at a public offering price of $16.25 per share, which included 65 million shares initially offered and the full exercis

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Global Atlantic, Dropping Indexed Life, to Lay off 38 in Des Moines

Wink Intel

Global Atlantic had a 1.22% share of the $2.73 billion indexed life market at the end of last year, according to Wink’s Sales & Market Report. National Life Group and Transamerica dominate sales. Sheryl Moore , CEO of Wink , which is also based in Des Moines, expressed regret at the news of the layoffs. “No doubt some of my old coworkers and friends are among them.

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Regulatory Tightening on Product Illustrations May Be ‘Nothingburger’

Wink Intel

Separately, Wink CEO Sheryl Moore soberly noted in December that “more conservativeness in illustration handling for indexed life always seems to have a negative effect on sales.” On May 1, the new illustration requirements that were approved by the National Association of Insurance Commissioners took effect, and insurers rolled out new versions of their policies.

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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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Will Generation X miss out on the Great Wealth Transfer?

Wink Intel

For Generation X, help may not be on the way. Research shows that Americans born in the 1960s and ’70s are woefully unprepared for retirement — and they don’t expect the Great Wealth Transfer to save them. That’s according to a new study by the international insurance firm Prudential, which questioned 2,000 pre-retiree Gen Xers about their nest eggs.