Fuld

MARCH 4, 2024

Fuld’s partnership with Finalis fills gaps in internal support requirements for Finalis’ clients, giving them access to Fuld’s full range of specialized services tailored for IBs , particularly those that do not have internal research teams.

Banking 64

Banking Capital Competitive Intelligence Research 64

CIO

APRIL 24, 2024

To become full partners in revenue operations, CIOs have to build on their relationships with CFOs and other leaders on the business side, upgrade their business skills, and truly understand both the business benefits and limitations of new gen AI technologies. Revenue leaders embracing AI The interest is there on the business side.

Finance 636

Finance Knowledge Technology Technology 636

Wink Intel

APRIL 2, 2024

Nationwide Brokerage Solutions (NBS) and its 14,500 affiliated local agencies will get access to Nationwide’s best-in-class underwriting process and products, delivering fast and competitive decisions and solutions to succeed in selling term life insurance. Nationwide is rated A+ by Standard & Poor’s.

Advantage 40

Advantage Advantage Innovation Competitive 40

Alpha Sense BI

JANUARY 26, 2024

Organizations must understand the types of business intelligence and analytics solutions that exist and apply them in ways that add the highest strategic value. Understanding Business Intelligence Business intelligence is a set of processes and techniques for analyzing raw data and extracting information that helps drive business solutions.

Business Intelligence 105

Business Intelligence Intelligence Intelligence Business 105

Wink Intel

FEBRUARY 13, 2024

Some financial professionals have asserted that the higher the cash accumulation is on a fee’d annuity, the greater the AUM that is being collected by the fee’d advisor. There are bad apples in every barrel of the financial services industry. ALL of you are financial evangelists: commissioned or fee-based.

Education 98

Education Market Research Marketing Research Competitive Intelligence 98

Wink Intel

FEBRUARY 13, 2024

Columbus, OH – Nationwide recently announced a new variable universal life (VUL) product that offers a flexible solution for long-term financial goals with guaranteed death benefit protection, plus cash value growth potential for your family’s future. Investors should discuss their specific situation with their financial professional.

Advantage 40

Advantage Advantage Innovation Information 40

Zoominfo

JANUARY 11, 2021

Yet the people who actually might be interested in buying your product or service also play a big role in your target market. A customer profile is a document that outlines specific characteristics of who is interested in purchasing your product or service. What solutions has our product or service solved for your company ?

Profiling 162

Profiling Finance Sales Marketing 162

Wink Intel

SEPTEMBER 26, 2023

As we break through traditional distribution models and provide holistic solutions to the market we serve, it’s critical that we focus the right talent and resources to help us fundamentally transform the way in which we deliver value,” said Mike Vietri, Chief Distribution Officer of AmeriLife Wealth. “As

Analysis 40

Analysis Finance Retail Capital 40

Alexa

JULY 28, 2021

This environment encourages inbound marketing initiatives that are a little too far on the technical side. If you sell a CRM software, you can fill your social media pages with stories of companies that have improved their customer service with your product. Cisco: Tell a Story to Share Your Message. Source: MYOB.

Learning 131

Learning Marketing Marketing Entertainment 131

CIO

DECEMBER 7, 2022

As companies migrate to the cloud, many providers are serving up industry clouds—cloud services that offer data models and workflows that meet the basic needs of companies in particular industries like banking, healthcare, and manufacturing. They usually require higher consumption on the side of the customers from the original vendor.

Innovation 864

Innovation IT Banking Analysis 864

Zoominfo

JANUARY 11, 2021

Yet the people who actually might be interested in buying your product or service also play a big role in your target market. A customer profile is a document that outlines specific characteristics of who is interested in purchasing your product or service. What solutions has our product or service solved for your company ?

Profiling 100

Profiling Finance Sales Marketing 100

Datapine Blog

MARCH 25, 2022

Business intelligence and analytics are data management solutions implemented in companies and enterprises to collect historical and present data, while using statistics and software to analyze raw information, and deliver insights for making better future decisions. Most BI software in the market are self-service.

Business Intelligence 105

Business Intelligence Intelligence Intelligence Business 105

Wink Intel

NOVEMBER 13, 2023

These new rates, which are based on the owner’s age when they take their first withdrawal, give financial professionals more options when developing a retirement income plan to meet their clients’ unique needs. This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy.

Loss 40

Loss Innovation Security Security 40

Wink Intel

JANUARY 17, 2023

Nationwide Retirement Institute® survey of retirement plan participants reveals that compared to men, more women’s financial and retirement goals have been derailed and their confidence is shaken. ” Women are seeking solutions. ” Women are seeking solutions. COLUMBUS, Ohio , Jan.

Human Resources 40

Human Resources Education Intelligence Intelligence 40

Data Hut

SEPTEMBER 28, 2023

Consequently, businesses, in their strategic pursuits, often turn to specialized web scraping services to gain actionable insights from Amazon. Yet, one concern is always there: Is it legal to use web scraping services to extract data from Amazon? Is my Amazon product scraper legit?

Intellectual Property 52

Intellectual Property Commerce Competitive Security 52

Wink Intel

JULY 25, 2023

The product’s combination of features make it uniquely positioned to succeed with financial professionals and their clients in today’s challenging economic environment. According to a recent Nationwide Retirement Institute survey , only 36% of investors feel confident they will survive the next financial crisis.

Loss 40

Loss Innovation Sales Security 40

Wink Intel

AUGUST 23, 2023

A notable bright spot is that more adults age 50+ are talking with a financial professional about Social Security today than they were in 2014. Over half (53%) of adults today say their financial professional provides advice on how and when to file for Social Security benefits, up significantly from 35% in 2014.

Security 40

Security Security Education Research 40

Fuld

JULY 26, 2022

This is a consequence of influential paradigm shifts – not just in financial markets, but in the economic outlook, geopolitical changes, and the rising interest rate regime – all of which are putting downward pressure on assets of all classes. Now consider the cost side. Fuld’s Solutions for PE. A time of reckoning.

Due Diligence 59

Due Diligence Marketing Marketing Finance 59

Wink Intel

MARCH 7, 2023

Another year for the record books Total sales for the Columbus -based mutual insurance and financial services company were a record $57 billion , $4 billion over 2021—which was also a record year. “In 2022, our industry experienced uncertain economic conditions,” said Nationwide Chief Financial Officer Tim Frommeyer.

Sales 40

Sales Capital Alliance Innovation 40

Wink Intel

JUNE 29, 2021

CORNELIUS, N.C. , June 22, 2021 /PRNewswire/ — Wealth managers can now view, analyze, and manage structured investments alongside fixed and registered insurance products through one centralized platform jointly launched by financial services conglomerate Financial Independence Group, LLC (FIG) and fintech company SIMON Markets (SIMON).

Management 40

Management Education Retail Win 40

CIO

DECEMBER 7, 2022

As companies migrate to the cloud, many providers are serving up industry clouds—cloud services that offer data models and workflows that meet the basic needs of companies in particular industries like banking, healthcare, and manufacturing. They usually require higher consumption on the side of the customers from the original vendor.

Innovation 617

Innovation IT Banking Analysis 617

Wink Intel

OCTOBER 4, 2022

. “We’re watching delayed retirements impact employers’ entire talent lifecycle, and it may be unintentionally contributing to ‘quiet quitting,” said Amelia Dunlap , vice president of Nationwide Retirement Solutions marketing. Two in three (66%) employees cite inflation as a top retirement concern (vs.

Human Resources 40

Human Resources Security Security Education 40

Wink Intel

AUGUST 8, 2023

By bringing these innovative indices to our platform, we build on our reputation as a leading provider of unique, value-driven retirement solutions for the retail market.” Athene specializes in helping its customers achieve financial security and is a solutions provider to institutions.

IT 40

IT Banking Globalization Loss 40

Wink Intel

AUGUST 1, 2023

By bringing these innovative indices to our platform, we build on our reputation as a leading provider of unique, value-driven retirement solutions for the retail market.” Athene specializes in helping its customers achieve financial security and is a solutions provider to institutions.

IT 40

IT Banking Globalization Loss 40

Wink Intel

AUGUST 2, 2022

Previous Annexus investors, including funds managed by Blackstone, will sell their interests as part of the transaction. Financial terms of the acquisition were not disclosed. It’s an ideal match that will elevate the way insurance and financial planning products are developed and distributed — we can’t wait to get started!”

Win 40

Win Innovation Technology Technology 40

Wink Intel

FEBRUARY 24, 2021

Luma Annuities is a turn-key annuity sales and lifecycle management solution that directly addresses the biggest challenges facing advisors selling annuities today. Luma Annuities is a turn-key annuity sales and lifecycle management solution that directly addresses the biggest challenges facing advisors selling annuities today.

Technology 40

Technology Technology Marketing Marketing 40

Wink Intel

MAY 11, 2021

Morgan we strive to provide our clients with choices and flexibility that can be customized for their unique needs at every stage of their financial lifecycle,” said Laura Pantaleo, Head of Insurance & Retirement Solutions at J.P. NYSE: JPM) is a leading global financial services firm with assets of $3.7

Management 40

Management Banking Loss Globalization 40

Wink Intel

JUNE 12, 2022

The key to illuminating whether you are unknowingly putting your life insurance and annuity clients in a bad position with the products that you sell them is to identify what type of contract you have with the insurance company you are appointed with. The Charismatic Side of Career. You might be and not even know it.

IT 40

IT Due Diligence Competitive Sales 40

Alpha Sense BI

MARCH 28, 2023

AlphaSense aggregates financial and business data (broker research, company documents, news, and more) from over 10,000 trusted sources to provide our users with a robust research universe and ensure they never miss a vital piece of information.

Value Chain 52

Value Chain Biotech Research Pharmaceutical 52

Netbasequid

SEPTEMBER 30, 2021

Three of the top business intelligence trends include visualized data, data management, and self-service market intelligence. 80% of consumers believe customer experience is equally as important as the products a brand sells. Upload everything you can think of from call transcripts, reviews, customer service chat logs, etc.

Marketing 98

Marketing Marketing Competitive Intelligence Market Intelligence 98

Alpha Sense BI

JANUARY 17, 2024

Some market intelligence solutions, like AlphaSense, allow you to import your internal research and then search and extract insights from across our vast content universe, as well as your own internal content. Enterprise search engines enhance this capability by aggregating and processing vast amounts of financial data.

SWOT 52

SWOT Knowledge Algorithm Security 52

Datapine Blog

FEBRUARY 14, 2021

The supply chain is essentially the backbone of any business: a living ecosystem that ensures the smooth, efficient, and consistent delivery of a product or service from a supplier to a customer. If you want to learn more about costs and the financial side of the business, we suggest you read our guide on financial graphs.

KPI 104

KPI Business Benchmarking Sales 104

Wink Intel

OCTOBER 25, 2021

19, 2021 /PRNewswire/ — Leading insurance and financial services provider Nationwide, in partnership with Capital Group, home of American Funds, today announced the NCIT American Funds Lifetime Income Builder Target Date Series (The TDF Series). COLUMBUS, Ohio , Oct.

Capital 40

Capital Security Security Banking 40

Wink Intel

AUGUST 31, 2023

Diabetes ran in my family…cancer on my father’s side too. While many have opined on how selling life insurance on children is a “scam,” I felt confident that I was doing the right thing by purchasing life insurance on my three kiddos before they even entered elementary school. Our family will never be the same without AJ.

Hospitals 52

Hospitals Education Market Intelligence Learning 52

Wink Intel

MAY 31, 2022

Industry legend Hubert Humphrey selects Integrity for its best-in-class technology, marketing and support capabilities to provide more comprehensive solutions to HGI advisors and clients. Financial terms of the acquisition were not disclosed. Humphrey began his career at A.L.

Innovation 40

Innovation Alliance Security Security 40

Netbasequid

SEPTEMBER 26, 2022

This may be exporting, setting up shop in a new geographical location, launching your first brand, or introducing a new product/service to your existing customers. Another top reason why businesses conduct market entry research is to achieve efficiency in production and distribution of their products and services. Cultural norms.

Research 97

Research Marketing Marketing SWOT 97

Wink Intel

JUNE 21, 2021

The key to illuminating whether you are unknowingly putting your life insurance and annuity clients in a bad position with the products that you sell them is to identify what type of contract you have with the insurance company you are appointed with. The Charismatic Side of Career. You might be and not even know it.

IT 40

IT Due Diligence Competitive Sales 40