Tue.Jan 23, 2024

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Digital KPIs: The secret to measuring transformational success

CIO

Regardless of where organizations are in their digital transformation, CIOs must provide their board of directors, executive committees, and employees definitions of successful outcomes and measurable key performance indicators (KPIs). Do a little research, and you’ll find many frameworks, taxonomies, and recommendations for digital KPIs. For example, McKinsey suggests five metrics for digital CEOs , including the financial return on digital investments, the percentage of leaders’ incentives lin

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Peraton’s evolution and investments give them a competitive advantage…are you ready?

FedSavvy

We last looked at Peraton in early 2021 and Peraton has gone through many changes such as organizational restructuring, commitments to building out a cybersecurity workforce, and big wins taking place within the past few years. There are many developments, but FedSavvy Strategies illustrates a few highlights of Peraton’s journey since 2021. Peraton’s Organization Since the first “new Peraton” organization was announced, it has gone through a few changes.

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IT services spending signals major role change for CIOs ahead

CIO

Analyst firm Gartner has released its 2024 worldwide IT spending forecast, and the topline is eyepopping: Overall IT expenditures are projected to grow 6.8% this year to a hair under $5 trillion. That growth more than doubles what the firm pegs as 2023’s growth rate (3.3%), doldrums Gartner attributes not to macroeconomic forces but largely to what it calls “change fatigue among CIOs” — that is, IT leaders’ hesitance to sign new contracts or commit to long-term initiatives.

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SDC Business Intelligence

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

Speaker: Jay Allardyce, Deepak Vittal, and Terrence Sheflin

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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UAE President announces the establishment of the AI and Advanced Technology

CIO

The Ruler of Abu Dhabi, HH Sheikh Mohamed, has unveiled the Artificial Intelligence and Advanced Technology Council. This move highlights the UAE’s commitment to embracing technological advancements and promoting innovation. The AIATC will play a crucial role in shaping the future of the country’s digital landscape, paving the way for a more efficient and sustainable future.

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FTC forbids Intuit from advertising services as ‘free’

CIO

The US Federal Trade Commission (FTC) ordered Intuit, a TurboTax software maker, to stop advertising its services as free if they are not free for most of its users. Alternatively, the company will need to reveal the percentage of consumers who qualify for its free services. In addition, Intuit will also need to clearly disclose the “terms, conditions and obligations” required for consumers to use their “free” goods or services.

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AI’s Massive Growth Puts Retail Data in the Spotlight

Dataversity

2023 was an incredible year in the development of artificial intelligence (AI). With the massive adoption of technologies like ChatGPT, millions of people are now uncovering new ways to use AI to create content, including email, video animation, and even code. Since its first debut to the public in 2022, generative AI has dominated headlines […] The post AI’s Massive Growth Puts Retail Data in the Spotlight appeared first on DATAVERSITY.

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Beyond the Basics: 8 Advanced Tactics from the Frontlines of Competitive Intelligence

Contify

The post Beyond the Basics: 8 Advanced Tactics from the Frontlines of Competitive Intelligence appeared first on Contify Market and Competitive Intelligence Platform - Blog.

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2024 Industry Conferences Calendar

Wink Intel

Jan 22- 25, 2024: Wink Insights Conference Professional Insurance Marketing Association (PiMA), Amelia Island, FL Feb 25-28, 2024: American Council of Life Insurers (ACLI) ReFocus Conference, Las Vegas, NV March 5-8, 2024: BISA 2024 Annual Convention, Hollywood, FL April 28-30, 2024: Society of Insurance Research’s (SIR) 2024 Annual Conference, Boston, MA The post 2024 Industry Conferences Calendar appeared first on Wink, Inc.

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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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Competitive intelligence companies — the definitive list (2024 update)

Aqute Intelligence

Every now and then, we publish a list of competitive intelligence companies. Our criteria include that competitive intelligence has to be their primary, or at least significant, focus. Other agencies graze the edges of competitive intelligence, but it's not their main service. All the companies we listed carry out primary or secondary research for their clients (usually both), and they all have competitive intelligence-focused websites.

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FINRA Sees Spike in ‘Investment Group’ Frauds on Social Media

Wink Intel

The Financial Industry Regulatory Authority says it’s seeing a “significant spike” in investor complaints of recommendations made by fraudulent “investment groups” promoted through social media channels. Complaints received by FINRA and posted on social media “describe bad actors, posing as registered investment advisers, who initially advertise ‘stock investment groups’ on Instagram and other social media channels and then turn to encrypted group chats on WhatsApp to communicate with interested

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True of False

Wink Intel

True or false- Indexed annuities have: – 180 different indices upon which to base their interest crediting, – 33 different ways of calculating the indexed interest, and – 4 ways of limiting indexed gains. PLUS – 1 major reputation for being complex. Join in the discussion on LinkedIn HERE -sjm The post True of False appeared first on Wink, Inc.

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Integrity Announces Expansion of Transformational Legacy Safeguard® Turnkey Offerings for all Integrity Agents

Wink Intel

Integrity Announces Expansion of Transformational Legacy Safeguard ® Turnkey Offerings for all Integrity Agents Proprietary legacy planning service fully integrates with Integrity’s end-to-end suite and empowers agents to more holistically serve their clients and help them leave a lasting legacy DALLAS – JANUARY 18, 2024 – Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today an

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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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What to expect while you’re expecting the fiduciary rule

Wink Intel

It will be months before the Department of Labor publishes the final version of its fiduciary rule, but one thing advisors and their firms should expect is that it will be effective for some time. Click HERE to read the full story via InvestmentNews The post What to expect while you’re expecting the fiduciary rule appeared first on Wink, Inc.

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If selling life insurance were easy, everyone would do it

Wink Intel

Most InsuranceNewsNet readers are well convinced of the value of life insurance — as they should be. Life insurance is an extraordinary financial product that helps ensure security and protection for loved ones and beneficiaries. But life insurance’s many benefits and positives don’t mean that selling life insurance is easy. After all, if it were easy, everyone would do it!

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The IRA Whisperer — With Denise Appleby

Wink Intel

D enise Appleby , chief executive officer of Appleby Retirement Consulting, has more than 20 years of experience in the retirement plans field, which includes providing training and technical consultation. Her company provides individual retirement account resources for financial, tax and legal professionals. As complex as the topic of IRAs is, Appleby says keeping abreast of changes is key.

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From Best’s Review: Industry Overview

Wink Intel

Insurance takes advantage of concepts known as risk pooling and the law of large numbers. Many policyholders pay a relatively small amount in premiums to protect themselves against a possible larger loss. Click HERE to review via AM BEST The post From Best’s Review: Industry Overview 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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Oxford Economics study: DOL fiduciary rule price tag is $2.7B in year one

Wink Intel

A study commissioned by the Financial Services Institute finds that the Department of Labor fiduciary rule proposal would cost firms $2.7 billion in the first year. FSI opposes the fiduciary rule and hired Oxford Economics to do the study. The cost of the rule would be 11 times the department’s estimate of ongoing costs, the study concluded. The rule will continue to cost $2.5 billion each subsequent year, the study says.

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Consumer Groups Attack Annuity Bill in California

Wink Intel

Two California groups that support the U.S. Labor Department’s fiduciary rule effort say officials in their state are rushing an annuity sales rule alternative through the state Legislature. The Consumer Federation of California and the Life Insurance Consumer Advocacy Center assert in a new joint commentary that they believe that California Insurance Commissioner Ricardo Lara and the California Department of Insurance are supporting SB 263 , the California version of a National Association o

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California legislators again consider best-interest annuity sales bill

Wink Intel

A California Assembly committee finally released a best-interest annuity sales bill favored by industry lobbyists late last week, but not everyone is happy the bill is back on track. Senate Bill 263 passed the Appropriations Committee unanimously, and is based on the annuity sales model law put forth by the National Association of Insurance Commissioners.

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Lobbyists race to make best interest a blanket standard in final few states

Wink Intel

Forty-one states operate under new best-interest annuity sales standards based off a model put forth by the National Association of Insurance Commissioners. It is a standard favored and pushed by industry lobbyists who say it will cause the least disruption to business models. Meanwhile, the Department of Labor is behind closed doors putting the finishing touches on its fourth attempt to establish a fiduciary standard for all retirement plan rollovers transactions.

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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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North American and Annexus Enhance the Secure Horizon Plus Fixed Index Annuity

Wink Intel

SCOTTSDALE, Ariz. , Jan. 17, 2024 /PRNewswire/ — North American Company for Life and Health Insurance ® (North American), a member company of Sammons ® Financial Group and one of the largest issuers of fixed index annuities (FIAs) in the U.S.,¹ and Annexus , a leading independent insurance retirement product design company, announce two major enhancements to the Secure Horizon SM Plus FIA.

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AXONIC CAPITAL UNVEILS INNOVATIVE INSURANCE OFFERING

Wink Intel

$4.3B asset management firm launches insurance offering to capitalize on the evolving needs of insurance customers and clients. Axonic Capital , the $4.3B asset management firm known for opportunities in structured credit, commercial real estate and systematic fixed income, announced the launch of its newest business: Axonic Insurance. This new business builds on Axonic Capital’s industry-leading investment capabilities.

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Why Do Clients Really Ignore Advice on Annuities?

Wink Intel

Arecent paper and summary brief published by two experts at the Center for Retirement Research at Boston College has sparked a debate about financial advisors being able to steer clients toward guaranteed income annuities in the retirement planning process. Click HERE to read the full story via ThinkAdvisor Wink’s Moore on the Market: I’m with David Blanchett here.

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Why Retirement Gets Better With Annuities

Wink Intel

Everyone aspires to have a steady source of income after retirement that replaces as much as possible of their pre-retirement earning. But for many people, one big challenge in saving for that goal is to find the right financial product that accommodates their specific requirements, such as when they want to retire or how much more they need over and above their Social Security benefits.

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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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LINCOLN FINANCIAL GROUP TRANSFORMS RETIREMENT PLANNING; CALLS ON CONSUMERS TO SHIFT TO ACTION PLANNING

Wink Intel

New campaign from Lincoln Financial and Havas, “The Action Plan,” is reframing the way the financial category portrays 50+ and the life they want during retirement NEW YORK , Jan. 16, 2024 /PRNewswire/ – Lincoln Financial Group debuted today “The Action Plan,” a campaign that reframes the way the financial category perceives and talks about the new era of retirees.

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New Year, New You & a New Financial Focus with Advice from Finseca

Wink Intel

WASHINGTON , Jan. 17, 2024 /PRNewswire/ — At the beginning of every year, if you’re like us, you probably have high hopes of improving yourself with new goals and ambitions. Unfortunately, it doesn’t take long for many of us to lose motivation and fall back into our old habits. According to author James Clear , “ somewhere between 81 percent and 92 percent of New Year’s Resolutions fail.” The reason being that people try to change too much all at once inst

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Simplicity Acquires Designs in Life and Welcomes Shawn Jeanes as Newest Partner

Wink Intel

SUMMIT, N.J. , Jan. 18, 2024 /PRNewswire/ — Simplicity Group Holdings, Inc. (“Simplicity”), a premier financial products distribution firm, today announces the acquisition of California -based BGA, Designs in Life. With the completion of this transaction, Designs in Life’s founder, Shawn Jeanes will become Simplicity’s newest Partner and will continue to lead the Designs in Life team. “We are proud to welcome talented professionals like Shawn and his team

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