Please enable JavaScript.
Coggle requires JavaScript to display documents.
$100 billion in annuities - Coggle Diagram
$100 billion in annuities
Client Data: Annuities
Convince BDs to share data
Asset Manager Story
Annuity Manager Story
Compliance Manager Story
Advisors to share data
Transactional Story
RIA Story
Fee-Only Story
Data Import System
Security
Data format issues
Carriers to share data
Aggregators may not share data
Behavior Change
Convince advisors to sell different products
Convince clients to buy new products
Convince advisors to book meetings
Analysis Engine
Computationally costly
Many product categories
Match contract categories to algorithms
Machine learning to identify patterns
Annuity Universe
Build old contract database
MorningStar Subscription
Build new contract database
Direct to Annuity Carriers
Categorize annuity contracts
Map subaccounts to asset classes
Morningstar Subscription
Identify optimal new product
Compliance Hurdle
Adversary to champion
Regulatory standards to meet
Certificates to earn
Permit data sharing
Tracking Effectiveness