Chris Webb BI

OCTOBER 1, 2023

This week, one of my colleagues at Microsoft, Nat Van Gulck, showed me a cool new open-source tool he’s been working on to make VisOps for Power BI much easier: PBI Inspector. What is VisOps? I’ll admit I didn’t really know either, so being lazy I asked Nat to write a few paragraphs describing the project and why it will be useful: Great progress has been made over the years with software development CICD tooling and processes (aka DevOps), just not so much with BI report visua

Innovation 199

Innovation IT 199

Wink Intel

OCTOBER 1, 2023

COLORADO SPRINGS, Colo.–( BUSINESS WIRE )–Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the acquisition of Vive, a quote and e-submission platform for life insurance, to create a single, best-in-class distribution platform for the life and annuity industries. With a focus on delivering a modern enrollment experience for carrier, producer and client, the Vive multi-carrier platform enables a seamless quote-to-submission wo

Sales 40

Sales Technology Technology Information 40

Wink Intel

OCTOBER 1, 2023

With its parent securing an agreement for the largest M&A deal among independent brokerages this year, Cetera Financial Group is on track to become the fourth largest firm in the channel. The pending all-cash acquisition of Dallas-based Avantax by Los Angeles-based Cetera Holdings announced earlier this month values the selling firm at about $1.2 billion inclusive of debt.

Retail 40

Retail Security Security Business 40

Wink Intel

OCTOBER 1, 2023

Eric Henderson, president of Nationwide Financial’s annuity business segment, has seen the annuity business grow and change since 1985. He began his career at Nationwide as an actuarial assistant in 1985 and spent much of his career as an actuary. He climbed the ladder at Nationwide and now is responsible for the financial health and strategic direction of Nationwide’s individual annuity business, which represents about $100 billion in assets.

Business 40

Business 40

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Incorporating generative AI (gen AI) into your sales process can speed up your wins through improved efficiency, personalized customer interactions, and better informed decision- making. Gen AI is a game changer for busy salespeople and can reduce time-consuming tasks, such as customer research, note-taking, and writing emails, and provide insightful data analysis and recommendations.

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Wink Intel

OCTOBER 1, 2023

Balancing cash flows with costs has always been a challenge for small businesses. But stubborn inflation and turmoil in the banking industry now are making it more difficult for entrepreneurs to access money when they need it most. And as small-business bank loan approvals continue to plunge, business leaders will need another way to keep their coffers full.

Business 40

Business Banking IT 40