Tue.Apr 02, 2024

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Digital transformation’s fundamental change management mistake

CIO

Over the past decade, CIOs have invested significantly in digital transformation initiatives in an effort to improve customer experiences, build data analytics capabilities, and deliver productivity enhancements with automation. Underpinning these initiatives is a slew of technology capabilities and strategies aimed at accelerating delivery cycles, such as establishing product management disciplines, building cloud architectures, developing devops capabilities, and fostering agile cultures.

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The Future of Data-Driven Web Development: Trends and Technologies

Smart Data Collective

Big data has led to major breakthroughs in the web development profession in recent years.

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Empower Your SERP Landscape with Latest SERP Features – (Part 3)

GrowbyData

In part three of our exploration into Google SERP features, we continue to unravel the ever-evolving landscape of search engine marketing (SEM) and its impact on digital strategies. As Google’s algorithm continues to refine itself towards delivering a more seamless user experience, businesses must stay abreast of the latest developments. Diving deeper into these features, we dissect their significance, benefits, and strategies for optimization.

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DevOps and Data: Lessons Teams Can Learn About Managing Databases

Dataversity

According to the Bureau of Labor Statistics, the outlook for jobs around managing data architecture and databases looks pretty good: The number of professionals with roles around managing data is due to grow by eight percent from 2022 to 2032. However, while the number of roles that work around data is going up, the position of database […] The post DevOps and Data: Lessons Teams Can Learn About Managing Databases appeared first on DATAVERSITY.

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Prepare Now: 2025s Must-Know Trends For Product And Data Leaders

Speaker: Jay Allardyce, Deepak Vittal, Terrence Sheflin, and Mahyar Ghasemali

As we look ahead to 2025, business intelligence and data analytics are set to play pivotal roles in shaping success. Organizations are already starting to face a host of transformative trends as the year comes to a close, including the integration of AI in data analytics, an increased emphasis on real-time data insights, and the growing importance of user experience in BI solutions.

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Navigating Insurance Intelligence Trends: The Future Outlook

WideNARROW

The insurance sector, known for its adherence to tradition and reliance on established practices, finds itself on the brink of a monumental transformation. As digital channels continue to reshape the insurance landscape, understanding the pivotal role of artificial intelligence (AI) is paramount. AI presents unprecedented opportunities, ranging from elevating customer satisfaction to streamlining processes and refining risk assessments.

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Benefits of Automating Market Intelligence vs. Manual Analysis

WideNARROW

Embracing the Future of Market Intelligence The landscape of market intelligence has undergone a significant transformation in recent years, propelled by advancements in technology and the rising demand for actionable insights. Traditional methods of data gathering and analysis have given way to innovative approaches driven by cutting-edge technologies.

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WealthVest adds new wholesale team to add to growing Aspida annuities sales

Wink Intel

WealthVest has deployed a new nationwide distribution team to focus on its partnership with life insurance and annuities firm Aspida. Click HERE to read the full story via InvestmentNews The post WealthVest adds new wholesale team to add to growing Aspida annuities sales appeared first on Wink, Inc.

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US and UK sign agreement to test the safety of AI models

CIO

The US and the UK have signed an agreement to test the safety of large language models (LLMs) that underpin AI systems. The agreement or memorandum of understanding (MoU) — signed in Washington by US Commerce Secretary Gina Raimondo and UK Technology Secretary Michelle Donelan on Monday — will see both countries working to align their scientific approaches and working closely to develop suites of evaluations for AI models, systems, and agents.

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Nationwide to offer term life insurance through local independent agencies

Wink Intel

Columbus, OH – Nationwide is now offering term life insurance through local independent agencies to protect more people, businesses and futures with extraordinary care. 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.

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Gain a Competitive Edge With This Scenario Planning Toolkit

In a world where uncertainty and change are constant, scenario planning empowers companies with the agility and competitive edge needed to thrive. Download the toolkit to fortify your business strategy , set up your competitive positioning , and ensure your company is poised to respond to any future scenario.

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Abacus Aims to Sell In-Force Policies to the Insurers

Wink Intel

A company that buys in-force life insurance policies from the customers hopes to sell some of the policies to life insurance companies. Jay Jackson, the CEO of Abacus Life, talked about his company’s efforts to sell policies to life insurers last week, during a conference call the company held to go over results for the fourth quarter of 2023 with securities analysts.

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FBI Hunts Iowa Advisor Charged With $1.5M Fraud

Wink Intel

The Federal Bureau of Investigation is searching for an Iowa financial advisor accused of money laundering and wire fraud. William Jack Berg, 51, allegedly defrauded more than a dozen client investors in a scheme that caused them to lose over $1.5 million, according to the FBI , which lists him on its Most Wanted page for white-collar crimes. Click HERE to read the full story via Think Advisor The post FBI Hunts Iowa Advisor Charged With $1.5M Fraud appeared first on Wink, Inc.

IT 40
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How Financial Literacy Month Can Help You, Too

Wink Intel

For the past two decades, many in the financial services industry have marked April by observing Financial Literacy Month. The month is dedicated to helping Americans gain knowledge and skills to manage their personal finances effectively and build generational wealth. This April, as financial professionals discuss educational resources with their clients, it is also the perfect time for those same financial professionals to brush up on their own skills, which has the following benefits: Click H

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Estate Planning: The Irrevocable Life Insurance Trust

Wink Intel

This post has been updated as of March 28, 2024, to reflect changes to the Massachusetts estate tax exemption. There is a common misconception that life insurance benefits are not subject to estate tax. While the proceeds of a life insurance policy are not taxable income to the beneficiaries, they are part of a person’s taxable estate if the insured dies owning the policy.

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Business Intelligence 101: How To Make The Best Solution Decision For Your Organization

Speaker: Evelyn Chou

Choosing the right business intelligence (BI) platform can feel like navigating a maze of features, promises, and technical jargon. With so many options available, how can you ensure you’re making the right decision for your organization’s unique needs? 🤔 This webinar brings together expert insights to break down the complexities of BI solution vetting.

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Broker Words—April 2024

Wink Intel

This one is a real punch in the gut. It is my sad duty to report the passing of a wonderful friend and one of our industry’s most diligent and beloved heroes, Ed Murray, Murray & Zuckerman, Inc., Schenectady, NY. After graduating with a degree in finance, Ed served as a combat veteran in the 11th Armored Cavalry Regiment known as “The Blackhorse” as an Artillery Forward Observer in Vietnam.

Finance 40
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Social Security Prospecting Is Bait And Switch

Wink Intel

One of the top ways that my agents get in front of consumers is by them—the agent—understanding Social Security retirement benefits in order to help their clients file correctly. Some folks who have never really dug into Social Security filing strategies will say that Social Security is a “bait and switch” method of getting in front of clients. I disagree!

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Almost 3 out of 10 Americans have no retirement savings

Wink Intel

Experts have long warned that the United States is headed for a retirement crisis. New research shows just how dire that crisis could be. The problem is not just that Americans aren’t saving enough for retirement. More than one-quarter of them have no retirement savings at all, according to a new study by the personal finance website GoBankingRates.

Finance 40
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Eliminate Annuity Advisor Suspense

Wink Intel

Annuity advisors should not have to wait breathlessly to see what exciting thing the issuer’s order processing team will do next. That’s one of the ideas driving recent annuity support services and annuity product announcements. Click HERE to read the full story via Think Advisor The post Eliminate Annuity Advisor Suspense appeared first on Wink, Inc.

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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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Life Insurers to Meet With White House Office on DOL Fiduciary Rule

Wink Intel

The American Council of Life Insurers is making a new effort to shape the U.S. Department of Labor’s fiduciary definition proposals. The life insurer group plans to meet with regulation reviewers at the federal Office of Information and Regulatory Affairs on April 9, according to a record on the Office of Management and Budget website. Click HERE to read the full story via Think Advisor The post Life Insurers to Meet With White House Office on DOL Fiduciary Rule appeared first on Wink, Inc.

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Digital transformation: How tech is shaping the life insurance landscape

Wink Intel

In exploring the current landscape of life insurance technology, my focus is squarely on the present, sidestepping both a reevaluation of the past year and speculative forecasts. Two domains are witnessing remarkable growth right now. First, the realm of underwriting is experiencing a significant transformation. Click HERE to read the full story via INN The post Digital transformation: How tech is shaping the life insurance landscape appeared first on Wink, Inc.

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Supreme Court takes on life insurance as a corporate asset

Wink Intel

Should the proceeds of a life insurance policy taken out by a corporation on a shareholder be considered a corporate asset that raises the value of the company for calculating estate taxes? Or are they simply a pre-existing liability the company has to meet to purchase the shares from the estate of a deceased shareholder? That was the question facing the U.S.

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Financially Literate Consumers Benefit Everyone

Wink Intel

April is National Financial Literacy Month, an annual observation NAIFA wholeheartedly agrees with. But why is financial literacy important and what are we doing about it? FINRA surveys consistently show that around two-thirds of Americans lack basic financial understanding, and their lack of knowledge is significant. Those who score higher on FINRA’s financial literacy quiz show a greater tendency to earn more than they spend, have an emergency fund of three-months’ salary or more, contribute

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How To Speak The Language Of Financial Success In Product Management

Speaker: Jamie Bernard

Success in product management goes beyond delivering great features - it’s about achieving measurable financial outcomes that resonate across the organization. By connecting your product’s journey with the company’s financial success, you’ll ensure that every feature, release, and innovation contributes to the bottom line, driving both customer satisfaction and business growth.

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Unity Builds Dynamic Legacy of Growth and Innovation by Partnering with Integrity

Wink Intel

Agency focused on serving diverse community of agents and clients turns to Integrity for next era of growth fueled by access to Integrity’s transformative technology-focused Suite of Solutions DALLAS , March 26, 2024 /PRNewswire/ — Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with Unity , one of the country’s l

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Ameritas Celebrates 17th Center of Excellence Certification

Wink Intel

LINCOLN, Neb. , March 29, 2024 /PRNewswire/ — The group division of Ameritas proudly announces its 17th consecutive certification as a BenchmarkPortal Center of Excellence, solidifying its position as a leader in customer service and support excellence. This prestigious recognition for 2023 underscores Ameritas’ commitment to meeting and exceeding the highest standards in the industry.

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Guardian Launches New Registered Index-Linked Annuity, Expanding Company’s Market Leading Retirement Annuity Business

Wink Intel

Guardian MarketPerform is a next-generation annuity designed to help individuals balance retirement planning, growth potential, and a level of protection. NEW YORK , March 27, 2024 /PRNewswire/ — The Guardian Life Insurance Company of America ® ( Guardian ) has launched Guardian MarketPerform, a new Registered Index-Linked Annuity (RILA) designed to help individuals build their retirement assets with a level of protection.

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The need for speed — With Esfand Dinshaw

Wink Intel

Born in Pakistan, Esfand Dinshaw had a talent and interest in math that set him on a journey that landed him studying actuarial science in Des Moines, Iowa. Four decades later, that journey has taken Dinshaw to the top position at Sammons, where he sees math — and artificial intelligence — as the keys to providing instant underwriting decisions that can pave the way for more consumers to purchase life insurance.

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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