Sentences with phrase «competitive intelligence provider»

«There are tax and other differences between SALBs and VAs,» said Tamiko Toland, principal researcher and author of the report and editor of Annuity Insight, a research and competitive intelligence provider for the VA industry, in the release.

It's best to look at competitive intelligence data across at least a couple of competitive intelligence providers before drawing conclusions on valuations and strategic decisions.

Not exact matches

Stephen has been involved in over 70 different research projects covering a board variety of wealth manager types, service providers to the sector, a wide array of international jurisdictions and a diverse project focus such as market analysis and sizing, competitive intelligence and benchmarking, market entry strategy and client, advisor and intermediary insight.

Over time, the survey has evolved into a «firm - forward» resource with budgeting, technology purchasing, trending data, and service provider satisfaction data firms themselves increasingly use for benchmarking and as an important data point of their competitive intelligence strategy.

You might also expect a Non Disclosure Agreement Template to come into effect in such partnership situations where the service provider's methods become competitive corporate intelligence.