CIO

JULY 3, 2024

Austin-based software company Planview began using gen AI to boost productivity around 18 months ago. During that same period, they started integrating gen AI into their products, building a copilot that users interact with to do strategic portfolio management and value stream management. The copilot creates plan scenarios to help managers hit product release goals, and suggests ways to move deliverables around on roadmaps, share work between teams, and reallocate investment.

Intellectual Property 828

Intellectual Property Value Chain Education Finance 828

TBR

JULY 3, 2024

Compelling Cybersecurity Needs Meet PwC’s Capabilities A July 1, 2024, briefing by PwC’s EMEA Financial Services (FS) team provided TBR with a closer look at PwC’s largest industry practice by revenue and the ways the firm has blended industry expertise with cybersecurity managed services experience and credibility. Julian Wakeham, UK EMEA Consulting Financial Services leader; Moritz Anders, Digital Identity lead, Cyber Security & Privacy, Germany; and Joshua Khosa, Service lead, Cyber Manag

Alliance 163

Alliance Briefing Banking Security 163

CIO

JULY 3, 2024

According to McKinsey , only 15% of companies say that gen AI is bringing meaningful bottom-line impact. The more typical experience is to experiment within the classic “tech looking for a solution” trap. CIOs are on the front lines to turn gen AI’s enormous potential into actual value creation. To do so, they can choose one of three approaches. “Takers” use off-the-shelf, gen AI–powered software from third-party vendors.

Sports 725

Sports Technology Technology Analysis 725

mention

JULY 3, 2024

Your team has worked hard on your digital marketing campaign throughout the month, but within hours, a misinterpreted message from a customer has sent the whole internet into a frenzy against your brand. How does that make you feel? Frustrated, right? But you know what—nothing like this would have happened if only you knew how to safeguard your business reputation and addressed the issues before they piled up.

Management 162

Management Analysis Knowledge Business 162

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.

Business Intelligence

CIO

JULY 3, 2024

La inteligencia artificial (IA) se ha convertido en un factor clave en el ámbito empresarial; tanto es así que su influencia en la rutina de los empleados en Europa es innegable. Sin embargo, la preparación de los profesionales y las empresas para esta transformación tecnológica varía significativamente entre colectivos y países. En este sentido cabe destacar que España se alza como líder en la adopción y adaptación de la IA, con un 84,4% de los empleados reconociendo su uso activo, el porcentaj

Intelligence 662

Intelligence Intelligence 662

CIO

JULY 3, 2024

Paradores pone el foco en la digitalización de sus operaciones de negocio con una nueva herramienta de gestión hotelera. La cadena turística pública, con casi un centenar de establecimientos repartidos a lo largo y ancho de la geografía española, ha firmado un acuerdo con Minsait, la división tecnológica de Indra, para implantar una plataforma de gestión tecnológica.

Business 652

Business Management 652

SCIP

JULY 3, 2024

INTELLICON BARCELONA 2024 "DATA-DRIVEN INTELLIGENCE IN CI AND THE INTELLIGENCE ECOSYSTEM" Dec 3 - 5, 2024 CALL FOR PROPOSALS Submit Your Presentation Proposal For SCIP Barcelona 2024 Whether you are interested in presenting a general session, breakout session, academic session or workshop, SCIP has opportunities for them all! We kindly encourage members of our community to center their submissions on the following key areas: Intelligence Best Practices and Tools for Organizational Success Data-D

SCIP 52

SCIP Intelligence Intelligence Sales 52

CIO

JULY 3, 2024

Businesses are under constant change as they evolve to meet new customer and commercial needs. That means they must constantly modernize the IT systems that power their business, bringing in.

IT 598

IT Business Management 598

WideNARROW

JULY 3, 2024

Embracing Artificial Intelligence for Strategic Intelligence Advancement In the dynamic realm of strategic insights, the integration of artificial intelligence (AI) marks a pivotal turning point. As a strategic intelligence professional, you understand the daunting task of analyzing vast volumes of data to drive informed decisions. However, fully harnessing the transformative power of AI in your strategic planning can catapult your capabilities to new heights.

Intelligence 52

Intelligence Intelligence Information 52

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Competitive

CIO

JULY 3, 2024

The stories abound about pricing increases following Broadcom’s acquisition of VMware in late 2023. A VMware licensing cost increase of 150%. An increase of 300%. How about an increase of 500%? For many VMware customers, the licensing model and price changes were abrupt. Other customers have time — until the end of their current contracts — to explore their options.

Benchmarking 536

Benchmarking Analysis Management Innovation 536

Wink Intel

JULY 3, 2024

This is my reaction to the call I made to the Ramsey Show Live on November 2nd, 2023. This is the call that broke X (Twitter) with over 4M Views. This isn’t near all the context that you will want to know about. A lot happened leading up to this call. Subscribe if you don’t want to miss the full Episode #48 on November 21st. In Episode #37, I said Dave Ramsey was WRONG about 8% being a safe withdrawal rate.

Marketing 52

Marketing Marketing IT 52

CIO

JULY 3, 2024

La administración digital parece consolidarse en la eurozona según el último informe publicado por la Comisión Europea. Así lo constata el digno sucesor del Índice de Economía y Sociedad Digitales (DESI), dedicado a medir la transformación digital de los Veintisiete, en su segunda edición. Y es que según reza el pliego, los gobiernos digitales europeos han progresado de forma constante en la prestación de servicios públicos en línea, aunque todavía hay “margen de mejora” , especialmente en lo re

Benchmarking 509

Benchmarking Globalization Information IT 509

Wink Intel

JULY 3, 2024

As more Americans retire without the backstop of a pension, the individual annuity market is stepping up to provide the ability to layer on protection and security to an investor’s portfolio. Registered index-linked annuities were first introduced in 2010 following the financial crisis of 2008-2009. However, RILA sales didn’t really take off until more than a decade later.

Advantage 40

Advantage Advantage Security Security 40

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.

Business Intelligence

CIO

JULY 3, 2024

Cuando se trata de maximizar la productividad, los responsables de TI pueden recurrir a toda una serie de estímulos, como pausas regulares, aperitivos y bebidas gratis, mejoras en el espacio de trabajo, miniconcursos, etcétera. Sin embargo, ahora existe otr a herramienta de vanguardia que puede estimular significativamente tanto la productividad como la innovación de los equipos: la inteligencia artificial (IA).

KPI 145

KPI Research Information IT 145

Wink Intel

JULY 3, 2024

Variable annuity carriers that have developed RILAs are “okay with a shift in sales mix to these products,” Wink CEO Sheryl Moore speculated, “given that most of them do not have living benefits riders on them, which are more difficult to price for.” Click HERE to read the full story via Life Annuity Specialist The post These 10 Variable Annuity Carriers Watched $61B Flee Their Products Last Year appeared first on Wink, Inc.

Sales 40

Sales 40

Tinuiti

JULY 3, 2024

Marketing 6 Ways Brands Are Leveraging AI in Marketing By Emily Sullivan Jul 03 2024 Artificial Intelligence (AI) has revolutionized the way brands approach marketing, offering new and unique opportunities to connect with consumers, personalize experiences, and optimize campaigns. From predictive analytics to customer service automation, the latest advancements in AI are reshaping the marketing landscape.

Marketing 264

Marketing Marketing Predictive Analytics Algorithm 264

Wink Intel

JULY 3, 2024

July 1, 2024 Today, the Commission adopted amendments to provide a tailored form to register the offerings of registered index-linked annuities (“RILAs”) and registered market value adjustment annuities (“registered MVA annuities”). I am pleased to support this adoption because it fulfills the congressional mandate to adopt a registration form specific to RILAs.

Loss 40

Loss Finance Retail Education 40

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IT

Wink Intel

JULY 3, 2024

The top five insurance companies in the ranking have an average annuity market share of 5.82% as of December 31, 2023. The combined direct premiums written by the top five were more than $145 billion. Scroll through to see which insurance companies are in the top 20 and how they fared through the end of December 2023. Source: National Association of Insurance Commissioners Click HERE to read the full story via Digital Insurance The post 20 insurers with the largest annuity market share appeared

Marketing 40

Marketing Marketing 40

Wink Intel

JULY 3, 2024

The SEC has unveiled new disclosure requirements and registration processes for registered index-linked annuities and registered market value adjustment annuities as it hopes to provide investors with clearer and more specific information about the products. Click HERE to read the full story via InvestmentNews The post SEC updates annuity disclosure rules for RILAs, MVAs appeared first on Wink, Inc.

Information 40

Information Marketing Marketing IT 40

Wink Intel

JULY 3, 2024

Summer in Chicago means excursions to Navy Pier for boat tours, outdoor dining, and rides on the iconic Ferris wheel—and this year, the annual Morningstar Investment Conference on June 26 and 27, 2024. Each year, investors and advisors head to Chicago for Morningstar’s signature research and analysis, as well as insights from thought leaders across the industry.

Analysis 40

Analysis Research 40

Wink Intel

JULY 3, 2024

When we talk or write about embedding payout options in 401(k) plans—annuities, systematic withdrawal processes, etc.—the role of recordkeepers doesn’t always get as much attention as the roles of plan sponsors, plan advisers, life/annuity companies, asset managers or participants. Click HERE to read the full story via RIJ The post What Recordkeepers Think about 401(k) Annuities appeared first on Wink, Inc.

Management 40

Management 40

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.

Management

Wink Intel

JULY 3, 2024

The Department of Labor has decided not to shake up the regulatory foundation of the “pension risk transfer” (PRT) business—the replacement of defined benefit pensions by group annuities issued by life insurers—by amending its 30-year-old Interpretative B ulletin 95-1. Click HERE to read the full story via RIJ The post DOL Lets Pension Risk Transfer Rules Stand – For Now appeared first on Wink, Inc.

Business 40

Business IT 40

Wink Intel

JULY 3, 2024

There are non-insurance alternatives to fixed indexed annuities (FIAs) as savings vehicles For cautious who want to eliminate all risk of investment loss on part of their portfolio but fear “missing-out” on a stock market rally, there’s a non-insurance solution. Click HERE to read the full story via RIJ Wink’s Moore on the Market: Yes, but can it provide a guaranteed income that cannot be outlived?

Loss 40

Loss Marketing Marketing IT 40

Wink Intel

JULY 3, 2024

July 1, 2024 In the last few years, the Commission’s staff has often had to complete rulemakings on tight deadlines. Even with aggressive time constraints, the staff succeeded admirably in meeting the congressional mandate to provide a tailored form to register the offerings of registered index-linked annuities (“RILAs”). [1] I support the Commission’s general approach to implementing the congressional mandate but would have preferred a more merits-neutral approach and a greater focus on faci

Loss 40

Loss Marketing Marketing Sales 40

Wink Intel

JULY 3, 2024

The Securities Industry and Financial Markets Association along with the Financial Services Institute filed a complaint Friday against the Labor Department’s new fiduciary rule, asking the U.S. District Court for the Northern District of Texas court to vacate the rule. SIFMA and FSI have joined via a plaintiff-intervenors’ complaint the suit filed on May 24 by nine insurance industry trade groups.

Security 40

Security Security Marketing Marketing 40

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Security

Wink Intel

JULY 3, 2024

Financial guru Suze Orman has consistently and emphatically cautioned against indexed universal life insurance (IUL) policies, characterizing them as “horrific” and fraught with potential financial pitfalls. Click HERE to read the full story via Yahoo! Finance Wink’s Moore on the Market: Suze Orman has her sights set on indexed life now.

Finance 40

Finance Marketing Marketing 40

Wink Intel

JULY 3, 2024

Two Raymond James Financial Services Inc. financial advisors on Monday were barred from the securities industry for not cooperating in investigations, according to the Financial Industry Regulatory Authority Inc.; both had previously been flagged by Raymond James for selling products to customers the firm had not signed off on as well as selling away, which involves offering clients investments that are not approved by the firm.

Security 40

Security Security Marketing Marketing 40

Wink Intel

JULY 3, 2024

My friend Michael Finke indicates that those with annuities spend more freely than those without. Imagine giving your clients PEACE OF MIND! Click HERE to check out his latest post which begins with”Will a retiree with $500,000 in a savings account spend as much as a retiree who has a $35,000 pension? Our findings were even more dramatic than I’d expected.” The research behind this is in the comments.

Research 40

Research Marketing Marketing 40