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Jordan Dake
Strategy & Innovation - VC & Private Equity - Market Intelligence on Disruptive Technology & Trends
Jordan Dake is a professional with extensive experience in Strategy, Innovation, Corporate Venture Capital (CVC), Research, and Mergers & Acquisitions (M&A) at top-tier global organizations, where he specializes in streamlining research processes, identifying investment opportunities, and facilitating internal information sharing. Dake is associated with CB Insights, known for providing advanced Technology Insights Platforms tailored for senior executives to access in-depth data, expert insights, and workflow management tools that empower informed decision-making for driving growth, enhancing operations, and outperforming competitors.
Dake pursued a Bachelor of Business Administration (B.B.A.) degree with a focus on Marketing, Management, and Health Care Management from the University of Wisconsin-Madison. His academic background complements his professional expertise in business development and strategic sales.
Within his career trajectory, Jordan Dake has served as an Account Executive at CB Insights, leveraging his skills in client relations, business growth, and strategic partnerships. Prior to his current role, he held positions as SMB Northern California Account Executive, SMB Canada Account Executive, and Sales Business Development Representative at Oracle, indicating his proficiency in sales, account management, and driving revenue in the technology sector.
Highlights
Ameriprise Financial Services, LLC Q1 FY 2024 Earnings Call is full of good stuff.
Compared to quarters past, Ameriprise provided more specifics on its technology investments in areas like AI, data analytics, and cybersecurity suggesting an increased focus on leveraging technology to drive efficiency and improve the client experience.
Of particular note, the launch of new banking products to attract assets and deepen client relationships was a new development compared to prior discussions, indicating Ameriprise sees additional growth potential in this area.
If I'm strategy & innovation team over there I'm using CB Insights to scout for tech solutions to improve customer loyalty and satisfaction through natural language chatbots, user-friendly mobile apps, product add-ons like card-based rewards and other nascent tech.
Nationwide Mutual Insurance Company is focused on adapting to a changing insurance industry — one marked by more diversified sales channels, higher demand for proactive risk management, and longer-lasting customer relationships.
To do that, the company is prioritizing growth opportunities that augment its core business, with recent actions laddering up to broad themes like improving decision-making in claims and underwriting.
Below CB Insights mined Nationwide’s investments and partnerships to discern the company’s strategic priorities.
