Mon.Oct 02, 2023

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The dark arts of digital transformation — and how to master them

CIO

Resistance to digital transformation comes in many forms. And sometimes it takes a wizard — or a CIO with a satchel of magic tricks — to overcome them. You’ll need to persuade employees and middle management to leave their comfort zones and change how they operate. You may find yourself stuck in bureaucratic quagmires or be forced to battle a ‘not built here’ mindset.

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Why Competitive Analysis Matters in a Product Launch Plan

Crayon

Is robust competitor analysis missing from your product launch plan? Find out how to optimize this key component in your GTM strategy.

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What is a project management office (PMO)? The key to standardizing project success

CIO

Project management office (PMO) definition A project management office (PMO) is a group, or functional unit, that sets, maintains, and enforces the practices, policies, and standards for structuring and executing projects within an organization. According to the Project Management Institute (PMI), a PMO is essential for enterprises seeking to centralize and coordinate the management of projects throughout their life cycles.

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The Cool Kids Corner: Master Data Management (MDM) in the Spotlight

Dataversity

Hello! I’m Mark Horseman and welcome to The Cool Kids Corner. This is my monthly check-in to share with you the people and ideas I encounter as a data evangelist with DATAVERSITY. (Read last month’s column here.) This month we’re talking about the current demand for master data management (MDM). What is MDM? Why is it needed now […] The post The Cool Kids Corner: Master Data Management (MDM) in the Spotlight appeared first on DATAVERSITY.

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5 Ways You Can Win Faster with Gen AI in Sales

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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Lessons from the field: Why you need a platform engineering practice (…and how to build it)

CIO

Platform engineering is a sociotechnical discipline that has gained tremendous attention in the last year in response to the need for organizations to accelerate cloud native app development and management. Platform engineering focuses on the internal application of development and the creation of so-called ‘ Golden Pathways ’ in engineering and development, saving time and creating more space for creativity.

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Unlocking value: Oracle enterprise license models for optimal ROI

CIO

With tight IT budgets getting tighter, many Oracle licensees with Unlimited Licensing Agreements (ULAs) are tempted to consider an exit plan to avoid the pinch of rising support costs. But, often too late, they may discover that their Oracle contract could prevent them from making the jump as seamlessly as they’d like. Most enterprises want to avoid expending unnecessary time, effort, and resources on licensing issues, so they can focus on maximizing value and results.

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Americans Strongly Opposed to AI Insurance Agents, Survey Finds

Wink Intel

GREENBRAE, Calif. , Oct. 2, 2023 /PRNewswire/ — 1.6 million U.S. insurance agents can breathe a little easier this morning, thanks to a recent survey by GetSure , a leading online insurance agency. “AI is coming to Insurance distribution and has the potential to do wonders for the customer experience,” said Rikin Shah , Founder & CEO of GetSure. “Getting this right, however, will require an open dialogue with consumers, and that’s exactly why we ran this sur

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Frozen Categories Defying the Inflation Trend

Engage3

Inflation Insights | Aug 2023 | Request the Report In recent analysis, a prevailing pattern of diminishing inflation rates has emerged on the global stage. However, amidst this general descent in inflation, one nation, Germany, stands as an exception. While countries globally witness a gradual reduction in inflation, we shine a spotlight on the trends within frozen categories, which have helped drive down inflation.

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Wink’s extended family is growing!

Wink Intel

Wink’s president, Victoria and her husband, Zach, are delighted to announce the birth of their daughter, Remi Lee Jean. Remi surprised everyone, born four weeks early on September 23, 2023, and was welcomed home last week by her big brother, Jameson, and two older sisters, Layla and Violet. “ Now, I can totally feed those Grandma urges! Congratulations Victoria Grossman !

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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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Vable asks: What does the legal information sector think about GenAI?

Vable

Is there anything new we can say about Generative AI? I’ve been putting off writing about ChatGPT because I’ve been too busy reading about it! But amongst the hype, hallucinations and hope, I was keen to get some answers from those at the centre of the legal GenAI storm. To this end, I conducted an informal survey among legal information professionals.

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Too Heavy in Stocks? Annuities Could Be a Rebalancing Option

Wink Intel

When Fidelity Investments recently crunched the data on its retirement accounts customers, it found that 37% of those born between 1946 and 1964 (so-called Baby Boomers) have more equity holdings than they should. Depending on age, people in this age bracket should have 47% to 67% in equities, Fidelity said. But well more than a third were above that Click HERE to read the full story via Kiplinger The post Too Heavy in Stocks?

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Why Corebridge Embraces Term Life

Wink Intel

Corebridge Financial likes selling permanent life insurance policies and also enjoys selling term life insurance. Tim Heslin, president of life insurance at the Houston-based life and annuity giant, talked in a recent email interview about the company’s strategy in selling a product that some competitors have dismissed as a commodity. Click HERE to read the full story via Think Advisor Wink’s Moore on the Market: Some takeaways- – The former AIG is committed to being competitive wit

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Northwestern Mutual Expects Record-Breaking $7.3B Dividend Payout in 2024

Wink Intel

After a decade of unprecedented market volatility, ongoing inflation, and other economic pressures on financial institutions, Northwestern Mutual is proud to share that we expect a record-setting dividend payout of $7.3 billion in 2024. Our philosophy has always been to share our success with policyowners by paying the highest possible dividends over time while maintaining our financial strength.

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10 Ways to Leverage Buyer Signals and Drive Revenue

In today’s ultra-competitive markets, it’s no longer enough to wait for buyers to show obvious signs of interest. Instead, sales teams must be proactive, identifying and acting on nuanced buyer behaviors — often before prospects are fully ready to make a purchase. In this eBook from ZoomInfo & Sell Better, learn 10 actionable ways to use these buyer signals to transform your sales strategy and close deals faster.

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Deviled eggs and FIA annual reset — who knew?

Wink Intel

Like a lot of us, I love deviled eggs, and I tend to enjoy more than my fair share of them at parties. That is, until I made them for the first time. My wife warned me it wouldn’t be a simple task. Click HERE to read the full story via INN Wink’s Moore on the Market: I appreciate that Jeff Barnes from EquiTrust Life Insurance Company is trying to train readers on how inforce renewal rates are determined on indexed annuities.

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Brickell Insurance Holdings to Sell Merit Life Insurance Co.

Wink Intel

MIAMI–( BUSINESS WIRE )–Brickell Insurance Holdings LLC (“Brickell”) announced today that it has entered into a definitive agreement to sell Merit Life Insurance Co. (“Merit” or the “Company”) to a private investor group. Founded in 1957 and headquartered in Charlotte, N.C., Merit is an A- rated* insurance company providing innovative, digital-first retirement solutions.

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Study: RIAs Say Clients Worried About Retirement; How They’ll Be Able to Do It, When They’ll Be Able to Do It, and How Well They’ll Be Able to Do It

Wink Intel

SAN FRANCISCO–( BUSINESS WIRE )– RetireOne , the leading independent platform for fee-based insurance solutions, in partnership with Allianz Life Insurance Company of North America (Allianz) released their joint 2023 RIA Protected Accumulation + Retirement Income Survey today. he survey reveals that Investment Advisor Representatives (IARs) of Registered Investment Advisory firms (RIAs) understand that clients are increasingly worried about their retirement prospects, grappling w

IT 40
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Life Insurance Exchange Rules Confuse Firms, Could Cost Them

Wink Intel

Proposed regulations around Section 1035 life insurance policy exchanges may lead some companies to stumble into taxable exchanges without realizing it, IRS officials were told at a Thursday hearing. Federal Policy Group consultant Ken Kies, representing Finseca, an association of financial planning professionals, told the IRS at the hearing—and Finseca wrote in a comment letter —that the group heard from members that some employers are misunderstanding the proposed rules.

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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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Best’s Special Report: Growth in Insurers’ Private Equity Investments Slowed Significantly in 2022

Wink Intel

OLDWICK, N.J.–( BUSINESS WIRE )–U.S. insurance companies’ private equity investments slowed in 2022, rising just 3.3% in 2022 to $132.0 billion, following a year of exceptional growth in the previous year, according to a new AM Best report. In its Best’s Special Report , titled, “Growth in Insurers’ Private Equity Investments Slowed Significantly in 2022,” AM Best states that life/annuity insurers, which account for three-quarters of the insurance industry’s private equity book

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Lincoln Financial Group named 2023 “Best Variable Index Annuity Carrier” by Structured Retail Products Americas

Wink Intel

RADNOR, Pa.–( BUSINESS WIRE )–Lincoln Financial Group (NYSE: LNC) has been named the 2023 “Best Variable Index Annuity Carrier” by Structured Retail Products (SRP) Americas, a leading provider of structured products data and intelligence, for a third time. Lincoln was recognized for its best-selling registered indexed-linked annuity (RILA), Lincoln Level Advantage ® , which also earned the award in 2019 and 2021.

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Jackson to Report Third Quarter 2023 Financial Results

Wink Intel

LANSING, Mich.–( BUSINESS WIRE )– Jackson Financial Inc. 1 (NYSE: JXN) (Jackson®) will announce financial results for the third quarter ended September 30, 2023, after market close Wednesday, November 8, 2023. Jackson’s press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast Thursday, November 9, 2023, at 10 a.m.

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WisdomTree Siegel Strategic Value Index™ Wins FIA Index of the Year Award

Wink Intel

NEW YORK–( BUSINESS WIRE )–WisdomTree, Inc. (NYSE: WT), a global financial innovator, today announced that the WisdomTree Siegel Strategic Value Index (BBG Ticker: CIBQWS6E) (the “Siegel Index”) won the FIA Index of the Year Award by Structured Retail Products (SRP). The Siegel Index was developed by Professor Jeremy Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School of the University of Pennsylvania, with CIBC Capital Markets, including co

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Signal-Based Selling: How to Leverage 4 Key Buying Signals

As prospects define their problem, search for solutions, and even change jobs, they are generating high-value signals that the best go-to-market teams can leverage to close more deals. This is where signal-based selling comes into play. ZoomInfo CEO Henry Schuck recently broke down specific ways to put four key buying signals into action with the experts from 30 Minutes to President’s Club.

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Brighthouse Financial Announces Conference Call to Discuss Third Quarter 2023 Results

Wink Intel

CHARLOTTE, N.C.–( BUSINESS WIRE )–Brighthouse Financial, Inc. (Brighthouse Financial) (Nasdaq: BHF) announced today that it plans to hold a conference call and audio webcast to discuss its financial results for the third quarter ended September 30, 2023, at 8:00 a.m. Eastern Time on Wednesday, November 8, 2023. The call will follow the issuance of the Brighthouse Financial third quarter 2023 earnings release and financial supplement on Tuesday, November 7, 2023, after market close.

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How annuities optimize retirement income

Wink Intel

Financial advice often focuses on the accumulation phase of retirement planning. But the decumulation phase — when households seek to generate sufficient income in retirement to meet their spending needs — requires an equal focus. Research from BlackRock and the Bipartisan Policy Center showed how a comprehensive approach to retirement planning that includes annuities can help individuals generate adequate income from their accumulated assets and accomplish two critical retirement planning goals

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Annuities in Play as Colorado Regulates Life Insurance Data, Attorneys Predict

Wink Intel

Two insurance regulatory law specialists say the effort that created the new Colorado life insurance technology unfair discrimination regulation will likely expand to affect annuities. The Colorado regulation will also do more to affect how insurers operate than other state efforts to address concerns about new forms of decision-support technology, the lawyers predicted.

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What Colorado’s New Data Regulations Could Mean for Insurers, Agents

Wink Intel

The Colorado Division of Insurance last week adopted major regulations that will govern life insurers’ use of any “external consumer data and information source,” or ECDIS. That definition appears to include traditional data streams and analytical systems as well as artificial intelligence-based systems. Click HERE to read the full story via Think Advisor The post What Colorado’s New Data Regulations Could Mean for Insurers, Agents appeared first on Wink.

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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.