The third part of our Annuity series takes a look at Part 3: The Agent Perspective. This report provides a perspective on the Annuities industry from the agent perspective.  The report will discuss some important demographic shifts in the United States, retirement income concerns, and the value of annuity products, and do so from the perspective of an agent.

This report provides a perspective of the digital enterprise from the consumer point of view.  There is no business and technical domain that is so driven by the expectations of the consumer.  Companies are not driving the pace of change, rather the change is being driven by the customer. Customers expect relevant content customized to what they are doing, anytime, anywhere and in the format and on the device of their choosing. It’s their journey that dictates a company’s digital strategy.

The second part of our Annuity series takes a look at Part 2: The Consumer Perspective. This report looks at the Annuities industry from the consumer perspective. The report will build on the first report “Annuities Defined” and focuses on the value proposition from the point of view of the consumer. The report addresses the consumer demand for annuities, why consumers buy (or do not buy) annuities and addressing annuities in the context of “the retirement puzzle”.

The first of our Digital series begins with Part 1: Digital Defined.  This report provides a definition of the digital enterprise including what it means from both a technical perspective and from a business strategy point of view.  We will start with a definition of digital, and address matters such as implications to a business strategy, the foundational investments required, cultural changes needed, and finally try to address the question, “why is digital so important”? 

This edition Mantissa Group News will focus on the CIO agenda in a prospective way.  CIO leadership will be the focus of this edition and we are pleased to showcase a Mantissa Group partner, Raoul Buron of Ingenium Leadership.  We will discuss why the CIO transformation agenda cannot be accomplished without an equally robust CIO leadership agenda, as well as many interesting developments in the industry affecting the CIO.

Our clients have led us to initiate two 5-part report series on topics of interest, The Digital Enterprise, and Annuities.  The first is the Digital Enterprise, defined and then evaluated from different dimensions.  The second series is surrounding Annuities.  This series is similarly structured, defining and then evaluating Annuities from different dimensions. Annuities, in particular have come back into the limelight during this period of financial instability, and digital has been equally thrust into the limelight driven by the remote nature of our lives. 

This report examines a new entrant in the Life and Annuity Policy Administration System (PAS) vendor marketplace. Using an in-depth, hands-on approach to assess the Penn River platform, the research team provides a detailed review of the technical design and features and considerations for implementation, product configuration, and conversions.

We are extremely pleased to announce Sean McCarthy has joined Mantissa Group.   Sean is an insurance industry veteran and Senior Vice President / Client Partner with Mantissa Group LLC, who will join the firm to bolster our focus on strategic consulting for the CIO executive and their extended leadership teams. Sean is a seasoned insurance industry executive with deep experience in professional services sales, delivery and client engagement.  Sean joins the firm as a senior executive with the company charged with leading company growth and will serve as member of the Mantissa Group senior leadership team.

So as CIO you have prepared for this year after year – successful Disaster Recovery exercises and Continuity of Business planning.  CEO’s and Corporate Boards expect these tests, the business counts on it, and the technology organization is rallied to make it all happen.  Infrastructure is supposed to flip over seamlessly, systems are expected to run without a hitch, and heavy loads are put on your technology ecosystem given the higher than normal remote working strategy.

This edition of Mantissa Group News will focus on the CIO agenda in a prospective way.  CIO leadership will be the focus of this edition and we are pleased to showcase a Mantissa Group partner, Raoul Buron of Ingenium Leadership.    We will discuss why the CIO transformation agenda cannot be accomplished without an equally robust CIO leadership agenda, as well as many interesting developments in the industry affecting the CIO.