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Protera Advances SAP Partnership with SAP PartnerEdge Build and Sell Tracks and Partnerportal Availability on SAP Store

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Protera Advances SAP Partnership with SAP PartnerEdge Build and Sell Tracks and Partnerportal Availability on SAP Store

Protera Technologies | Applications in the Cloud

Protera, a leading SAP-focused cloud modernization and managed services provider, announced a series of major milestones that deepen its partnership with SAP and reinforce its position as a trusted advisor for enterprise SAP transformation initiatives.

Protera has joined both the SAP PartnerEdge® Build and Sell tracks and introduced Protera Partnerportal on SAP® Store, the online marketplace for SAP and partner offerings. Together, these achievements strengthen Protera’s ability to help customers modernize SAP environments faster and simplify cloud transformation journeys.

Protera combines SAP resale capabilities with proprietary automation, AI-driven discovery, and deep SAP operational expertise. Customers can now engage Protera across the full SAP lifecycle—from strategy and business case development to migration, optimization, and ongoing managed services—through a single partner relationship.

“Joining the SAP PartnerEdge Build and Sell tracks and bringing Protera Partnerportal to SAP Store represents a major milestone for our organization and customers alike,” said Frank Powell, Chief Strategy Officer at Protera. “They reinforce our ability to combine commercial flexibility, deep technical expertise, and automation-driven delivery to help clients modernize SAP environments with greater speed, confidence, and efficiency.”

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SAP PartnerEdge® Build Track

Aligning with Protera’s focus on driving meaningful process modernizations for its customers leveraging SAP Business Technology Platform (SAP BTP), Protera has joined the SAP PartnerEdge® Build track. As Protera continues to develop prebuilt SAP BTP accelerators within the TeraAI suite, this partnership provides a commercial framework to distribute its innovative, SAP-certified solutions at scale.

The SAP PartnerEdge® Build track provides Protera with a toolkit of SAP BTP enablers, including developer licenses, APIs and prebuilt connectors, and low-code/no-code development tools, to deliver solutions governed by SAP best practices and incorporating current SAP BTP capabilities. The track enables Protera to accelerate process optimization and modernization for clients, delivering quantifiable business value in condensed timeframes.

SAP PartnerEdge® Sell Track

Recognizing the value of full lifecycle SAP solutions for our clients, Protera joined the SAP PartnerEdge® Sell track, which both furthers Protera’s partnership with SAP and helps enable Protera to provide end-to-end service offerings to our clients, specifically, SAP Cloud ERP and related SAP licensing.

With the SAP PartnerEdge® Sell track, Protera supports the entire customer journey: strategic advisory, solution design, licensing, migration, and ongoing management & modernization. Clients benefit from a seamless experience and reduced complexity, eliminating the need for handoffs between multiple vendors and streamlining SAP transformations.

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Protera Partnerportal on SAP Store

Protera Partnerportal is now available on SAP Store, the online marketplace for solutions from SAP and its partners. SAP Store provides access to innovative solutions that complement and extend SAP applications using validated solutions designed to accelerate innovation.

Built on SAP BTP, Protera Partnerportal is a cloud-based, mobile-friendly portal, designed to seamlessly integrate with back-end SAP systems, streamline client collaboration, and enable e-commerce capabilities. Protera Partnerportal is native to SAP and runs side-by-side with other SAP applications, which eliminates the need to replicate data onto other platforms. Key features include:

  • Access order history, order status, product catalog, and invoices through a user-friendly, mobile-ready interface.

  • Create orders with real-time confirmation and error handling from SAP solutions, including real-time production availability information.

  • Avoid downstream errors with data validation at the point of entry, reducing time spent resolving errors and ensuring a smoother, faster order fulfillment process.

“Partnerportal on SAP Store reinforces our commitment to delivering SAP-native innovation that streamlines operations, improves efficiency, and enhances the customer experience,” said Powell.

A Unified Model for SAP Transformation

With joining the SAP PartnerEdge® Build and Sell tracks and Protera Partnerportal on SAP Store, Protera delivers a comprehensive engagement model designed to simplify enterprise SAP modernization end-to-end.

Customers benefit from:

  • A single partner for SAP licensing, implementation, modernization, and managed services
  • Faster deployment timelines through automation and pre-configured frameworks
  • Greater commercial flexibility and transparency
  • Continuous optimization and operational support post-go-live
  • Accelerated innovation through AI and SAP BTP-enabled solutions

“This marks a major milestone for Protera and our partnership with SAP,” said Mike BeDell, CEO of Protera. “Joining the SAP PartnerEdge Build and Sell tracks strengthens our ability to deliver innovative, automation-driven solutions, giving customers a faster, simpler path to modernization. The availability of Protera Partnerportal further expands how customers can immediately benefit from our SAP-focused innovation.”

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Rakuten TV Enterprise Unveils New European CTV Report At Its Live London Forum

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Rakuten TV Enterprise Unveils New European CTV Report At Its Live London Forum

– New research in ‘Beyond the Break: Connecting Advertising Strategy with Viewer Experience’ report explores how advertisers across Europe are redefining CTV strategies around attention, viewer experience and contextual relevance 

– Findings presented at Rakuten TV Enterprise LIVE London, the company’s European streaming and Connected TV forum 

Rakuten TV, Europe’s original CTV and streaming experts, today unveiled new research, BEYOND THE BREAK: CONNECTING ADVERTISING STRATEGY WITH VIEWER EXPERIENCE, examining how the European Connected TV (CTV) advertising landscape is evolving as brands move beyond traditional advertising formats and increasingly prioritise viewer experience, attention, and contextual relevance across the streaming journey.

The findings are presented today by Sarah Kelleher, Director of Media Marketing, Rakuten TV Enterprise, during Rakuten TV Enterprise LIVE London, the company’s UK industry forum bringing together more than 100 senior leaders from across the advertising, content and technology sectors at The Shard, London.

The report forms part of the platform’s B2B arm Rakuten TV Enterprise’s broader strategy to simplify Connected TV and streaming advertising through its dedicated Ad Sales division, reinforcing the company’s ambition to build a more transparent, effective and viewer-centric CTV ecosystem across Europe.

Based on research conducted across key European markets, the report, which incorporates insights from advertisers, agencies and Rakuten TV viewers across Europe, highlights Rakuten TV’s unique position at the intersection of audiences and brands. The research reveals a sector entering a more sophisticated phase of growth, where advertisers are increasingly focused not only on reach and delivery, but on attention, memorability and the overall viewing experience.

The report highlights a growing “advertiser-viewer gap” emerging across the industry, where advertising objectives and audience expectations are not always aligned. As streaming environments continue to evolve, the research suggests that the future success of CTV advertising will depend on how effectively brands balance creative impact, contextual relevance and user experience.

Key Findings from the Report:

A Maturing CTV Ecosystem

CTV has evolved from an emerging channel into a core part of media investment strategies across Europe.

  • 100% of surveyed professionals either actively use or plan to integrate CTV into their media mix
  • 70% of respondents across Europe plan to increase their CTV investment over the next 12 months

The Shift Beyond Traditional Ad Formats

Advertisers are increasingly expanding beyond traditional instream video formats toward homescreen, pause and display advertising integrated throughout the streaming journey.

  • While pre-roll and mid-roll formats remain the most widely used (57.6%), only 6.1% of advertisers rank them as the most effective
  • 35.6% of advertisers identified homescreen advertising as their preferred format for visibility and discovery
  • Homescreen advertising is projected to see significant growth, with a projected 64.6% net increase in investment across Europe

The findings reinforce a broader industry shift toward formats that integrate more naturally into the viewer experience and create stronger engagement opportunities beyond the traditional ad break.

Measuring Attention and Impact

The research also highlights a growing shift in how advertisers define campaign success. Rather than focusing solely on delivery metrics, brands are increasingly prioritising attention, memorability and effectiveness.

  • 52% of respondents want to understand which formats are most memorable
  • 51% want deeper insight into what captures viewer attention

Unlocking Future Growth

Creative quality, contextual alignment and visual integration are becoming increasingly important in campaign planning and execution. Advertising professionals identified several areas where the industry can improve campaign effectiveness:

  • 49.1% of respondents cited improved creative formats as a key growth driver
  • 43.1% highlighted the importance of better contextual alignment

Bridging the Advertiser-Viewer Gap

The report also found that audiences are broadly receptive to advertising when it feels relevant, balanced and naturally integrated into the streaming experience.

  • 82.3% of viewers surveyed said they are open to advertising within streaming environments when delivered appropriately

Industry Moving Toward Viewer-First Strategies

The research concludes that CTV advertising is entering a new phase where success is no longer defined by reach alone, but by how effectively advertising fits within the broader viewing experience.

Across Europe, advertisers are increasingly combining instream video, homescreen and display formats with measurement approaches that balance reach, attention and brand impact. At the same time, viewer-first execution (including creative quality, contextual relevance and thoughtful ad delivery) is becoming central to long-term campaign effectiveness.

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As streaming continues to evolve, understanding how audiences experience advertising will play an increasingly important role in shaping both campaign performance and brand memorability.

The new findings reinforce Rakuten TV Enterprise’s strategy to build a more open, accountable and effective CTV advertising ecosystem for advertisers, agencies and publishers.

Cédric Dufour, CEO and President of Rakuten TV, said: “Connected TV advertising is entering a new phase of maturity across Europe. As the ecosystem evolves, the conversation is shifting beyond scale and reach toward attention, viewer experience and long-term effectiveness. This research highlights the growing importance of creating advertising experiences that feel integrated, relevant and respectful of audiences, while still delivering measurable value for brands. At Rakuten TV Enterprise, our focus is on helping simplify this increasingly complex landscape and building a more transparent and effective ecosystem for advertisers, agencies and streaming partners.”

Commissioned by Rakuten TV Enterprise, the research was conducted to explore how the industry can better align advertising effectiveness with viewer expectations across the streaming environment.

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As Europe’s original CTV and streaming experts, Rakuten TV continues to accelerate the evolution of its B2B strategy through the expansion of Rakuten TV Enterprise, building a trustworthy and thriving ecosystem for partners.

Rakuten TV Enterprise consolidates the company’s business-facing capabilities across three strategic pillars: Content, Technology and Monetisation/Advertising.

At the centre of the offering is CTVision+, Rakuten TV Enterprise’s premium publisher collection, designed to simplify access to high-quality CTV inventory across Europe. Combining brand-safe environments, advanced audience targeting, transparent buying pathways and independent verification, CTVision+ enables agencies and brands to execute scalable and effective CTV campaigns with greater confidence.

Through this unified framework, Rakuten TV Enterprise aims to create a more open, trustworthy and performance-driven streaming advertising ecosystem for the European market, empowering brands to invest with greater confidence and control, while delivering better outcomes for all stakeholders.

The full Beyond the Break: Connecting Advertising Strategy with Viewer Experience Report will be available from Tuesday 16th June at https://www.enterprise.rakuten.tv/reports

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AIMZER Introduces the AI Visibility Framework™ to Measure How Businesses Are Recommended by ChatGPT, Gemini, and Claude

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AIMZER Introduces the AI Visibility Framework™ to Measure How Businesses Are Recommended by ChatGPT, Gemini, and Claude

Press Release - AZCentral | The Arizona Republic - Press Release

New framework establishes a standardized methodology for measuring AI visibility, recommendation frequency, citation presence, & competitive AI share of voice.

AIMZER, a leading Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO) agency (https://www.aimzer.com/), today announced the release of the AIMZER AI Visibility Framework™, a proprietary methodology designed to help businesses measure how artificial intelligence platforms understand, cite, and recommend their brands.

As AI-generated answers increasingly influence how consumers discover products, services, and providers, businesses face a new challenge: understanding whether AI systems are recommending them at all. While traditional search analytics focus on webpage rankings and traffic, AI platforms are increasingly shaping buying decisions through recommendations, citations, and conversational answers. As a result, many organizations are seeking new ways to measure visibility beyond conventional search metrics.

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The AIMZER AI Visibility Framework™ was developed to provide a structured approach for evaluating how businesses appear across major AI platforms, including ChatGPT, Gemini, Claude, Perplexity, Copilot, Grok, Meta AI, and other large language models (LLMs).

“Traditional search analytics tell businesses how webpages perform,” said Scott Trachtenberg, Founder and Chief AI Optimizer of AIMZER. “But AI platforms are changing how consumers discover and evaluate companies. Businesses now need a way to measure recommendation visibility, citation frequency, and how consistently AI systems position them against competitors.”

The AIMZER AI Visibility Framework™ evaluates seven core indicators that influence how businesses are represented across AI-generated search experiences:

• Mention Frequency
• Inclusion Rate
• Answer Prominence
• Citation Rate
• Entity Accuracy
• Recommendation Consistency
• Competitive AI Share of Voice

Together, these metrics help businesses understand how frequently they are recommended, how accurately they are represented, and how they compare against competitors across major AI platforms.

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How Businesses Measure AI Visibility and Recommendation Performance

According to AIMZER, many organizations continue to measure digital performance primarily through keyword rankings and website traffic despite a growing shift toward AI-assisted discovery and recommendation-based search behavior. To understand why standard performance metrics fall short in this new ecosystem, companies can explore a deep technical breakdown of legacy organic search compared to modern AI-driven discovery models at https://www.aimzer.com/aeo-vs-seo/.

The company believes businesses that understand and improve their foundational AI visibility metrics will be better positioned to capture recommendation-driven market share as conversational search continues to grow. A comprehensive analysis of these shifting discovery behaviors is available at https://www.aimzer.com/why-optimize/.

The AIMZER AI Visibility Framework™ also powers AIMZER Recommendation Readiness™, a proprietary assessment designed to evaluate how effectively a business is positioned to earn AI-generated recommendations. Recommendation Readiness™ measures a company’s ability to be accurately understood, consistently included, prominently positioned, and frequently cited across major AI platforms.

“AI systems don’t simply rank webpages. They recommend businesses,” added Trachtenberg. “The companies that improve their AI visibility today are positioning themselves to earn more recommendations, more citations, and ultimately more opportunities as AI becomes a primary discovery channel.”

AIMZER developed the AI Visibility Framework™ in response to growing demand from businesses seeking a standardized way to measure recommendation performance across generative AI platforms. The framework serves as the foundation for continuous technical reporting, data validation models, and ongoing AI visibility research published through https://www.aimzer.com/aeo-insights/.

The AIMZER AI Visibility Framework™ is supported by AIMZER’s broader Answer Engine Optimization (AEO), Generative Engine Optimization (GEO), AI Visibility Reporting, AI Visibility Assessments, and technical implementation services. Through these services, AIMZER helps organizations improve structured data, semantic clarity, entity alignment, content architecture, technical accessibility, and authority signals that influence how AI systems understand and recommend businesses.

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Tells Adds Pre-Send Campaign Intelligence for SMS Deliverability and Risk

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Tells Adds Pre-Send Campaign Intelligence for SMS Deliverability and Risk

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Tells pre-send intelligence gives high-volume SMS operators structured visibility into campaign risk across content, timing, and carrier compliance before send.

Tells, a high-volume SMS and RCS messaging platform built on carrier-vetted short code infrastructure, today announced a pre-send campaign intelligence capability that gives operators structured visibility into deliverability and compliance risk factors before outbound messages are submitted to carrier networks.

The operators who run into the most trouble only find out after a million messages are already submitted. We built this so customers see the risk before they pull the trigger, not after.”

— David Schlaegel, Co-Founder of Tells

The Problem With Finding Out After the Fact

In high-volume SMS, most compliance and deliverability failures are discovered after they happen. A campaign lands in carrier filtering. A message class triggers a content policy flag. A batch experiences suppression at rates that only become visible in delivery reports. By then, the cost has been paid: messages that did not reach recipients, reputation signals sent to carrier networks, and operator time spent diagnosing what went wrong.

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The core issue is that most platforms are built to send first and report later. Campaign intelligence, where it exists at all, typically lives in post-send analytics. Operators learn what happened to the last campaign rather than what is likely to happen to the next one.

What the Tells Intelligence Layer Provides

The Tells pre-send intelligence layer evaluates campaigns against a structured set of risk factors before submission. These include content characteristics that carrier networks flag at elevated rates, structural patterns associated with message filtering, compliance indicators tied to regulatory standards governing commercial SMS, and timing and volume signals that affect deliverability at scale.

Operators receive this intelligence as actionable findings, not raw scores. A finding identifies the specific factor, explains why it presents risk, and in most cases suggests a resolution path. The goal is to give operators enough information to make a decision: adjust the campaign, accept the risk with documentation, or escalate for review.

Designed for Teams Sending at Scale

For operators running large monthly volumes, the economics of pre-send intelligence are straightforward. A deliverability issue that affects even a small percentage of a large campaign represents a meaningful volume of undelivered messages and a carrier signal that accumulates over time. Identifying that issue before send, when it costs nothing to fix, is structurally more efficient than absorbing the failure and correcting after the fact.

The intelligence layer also creates an audit record. Every pre-send evaluation generates a logged finding set tied to the campaign. For operators in regulated industries or with legal review requirements, that record documents the compliance posture of each campaign at the time it was submitted.

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Part of a Broader Compliance Architecture

The pre-send intelligence capability is part of Tells’ broader approach to building compliance into the platform infrastructure rather than offering it as an add-on. Tells operates on carrier-vetted short code infrastructure, which sets a baseline for deliverability and carrier trust. The pre-send intelligence layer is designed to maintain that baseline at the campaign level, ensuring that the content and structure of what gets sent matches the standard of the infrastructure it runs on.

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Kinsta Launches Bot Protection for WordPress Sites, Included Free on All Plans

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Kinsta Launches Bot Protection for WordPress Sites, Included Free on All Plans

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New MyKinsta feature gives site owners and agencies direct control over AI and automated traffic across every environment, with no support ticket or paid add-on required

Kinsta, a leading managed hosting provider for WordPress, launched Bot Protection, a new feature built directly into the MyKinsta dashboard that puts site owners in control of who and what gets through to their site, including the surge of AI crawlers hitting WordPress infrastructure. The feature is included for all customers on all plans at no additional cost.

“Most bot management advice boils down to ‘block everything’ or ‘leave it alone’. Neither works at scale,” said Daniel Pataki, CTO at Kinsta.

Bot traffic has exploded and now accounts for more than half of all web traffic, with AI crawler activity growing 300% in the last year. For WordPress site owners, the problem is acute: the dynamic endpoints like cart pages and filtered product listings cannot be cached, meaning every bot request consumes server resources, according to Kinsta’s recent report. Bot Protection addresses this with environment-level control over automated and AI-driven traffic, configurable directly in MyKinsta without a support ticket or third-party tool.

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Kinsta’s own infrastructure data found bots hitting add-to-cart URLs 7.67 million times in a single 24-hour period, and one crawler triggered 550 million requests in 30 days. This results in analytics that don’t reflect reality, making it impossible to trust the data behind spending and growth decisions.

“Most bot management advice boils down to ‘block everything’ or ‘leave it alone’. Neither works at scale,” said Daniel Pataki, CTO at Kinsta. “Block too aggressively and you hurt your search visibility. Do nothing, and bots are consuming server resources on endpoints that will never convert. We built Bot Protection so site owners can make that call themselves at the environment level, without needing an engineer to do it. We handle the safe traffic automatically, so your plugins and automations keep working no matter what protection level you’re running.”

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Bot Protection gives site owners direct, self-serve control from within MyKinsta:

  • Four preset protection levels configurable per environment: Block Malicious Traffic, Block Automations, Challenge Bots, Challenge Everyone
  • A managed allow list automatically covers common WordPress paths, WooCommerce routes, and trusted traffic, with custom exceptions available by IP, user agent or request path
  • Block AI Crawlers toggle for sites that want to opt out of AI indexing entirely
  • CAPTCHA challenges powered by Cloudflare bot scores, with verified search engine bots like Google always allowed through
  • Emergency lockdown: Challenge Everyone keeps a site live for human visitors during an active attack
  • Bot traffic analytics: A dedicated dashboard tab breaks down traffic by type — verified bots, AI crawlers, automated traffic and likely humans — so you can see what’s hitting your site and what’s being blocked.
  • Self-serve: no IT team or support ticket required

Some providers charge extra for this protection, but Kinsta includes Bot Protection on every plan.

“Customers are telling us that their analytics look fine, but their server costs keep climbing,” said Roger Williams, community manager at Kinsta. “Bot traffic was driving it, and they had no good way to act without calling support or paying for another tool. Bot Protection puts that control directly in MyKinsta.”

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Celigo Sees Rising Demand From Unified Commerce Companies Building the Automation Backbone for AI

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Celigo Sees Rising Demand From Unified Commerce Companies Building the Automation Backbone for AI

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As peak shopping season approaches, ecommerce brands, retailers, and manufacturers are building the automation foundation to enable AI across their business

Celigo, the intelligent automation platform built for AI, announced significant customer momentum with ecommerce brands, retailers, distributors, and manufacturers. As peak shopping season approaches, these companies are using Celigo to automate mission-critical processes including order-to-cash, EDI, and ERP integrations that process high transaction volumes and cannot afford downtime. As operational complexity grows, many are now extending that same foundation to adopt AI across their business.

The urgency to adopt AI is not without risk. Gartner predicts more than 40% of agentic AI projects will be cancelled by 2027 due to cost, governance and operational gaps. New research from MIT Technology Review Insights, conducted in partnership with Celigo, found that 90% of companies with AI workflows fully in production are already using an integration platform, and those with enterprise-wide platforms are five times more likely to draw on diverse data sources. Customers on Celigo are building a foundation that automates mission-critical processes first, in order to expand and scale into AI.

“AI adoption success depends on the ability to integrate, orchestrate, and govern the underlying systems and workflows,” said Jan Arendtsz, founder and CEO of Celigo. “Without a unified foundation, AI becomes a series of siloed experiments rather than a scalable engine for growth. That complexity is most acute in ecommerce, where storefronts, ERPs, trading partners, and customer systems must work in concert, in real time, at peak volume.”

Evolving From Integration to Enterprise Orchestration

Twisted X, a Texas-based footwear company, has been using Celigo’s integration platform since 2018. What began as a focused integration project has grown into a company-wide orchestration strategy, connecting their ERP, online storefronts, customer support, and a network of EDI trading partners into a single governed platform.

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Over the past 18 months, Twisted X made a strategic decision to consolidate EDI management onto Celigo’s B2B Manager, moving away from fragmented third-party providers. As an early adopter and beta tester, the company has served as a design partner, providing product feedback that has directly shaped the platform’s development. The team is now actively developing AI workflow capabilities to further automate operations, as well as expanding into data ingestion use cases.

“What started as a focused integration project has become the orchestration backbone for our entire business,” said Thomas Chow, CIO of Twisted X. “Celigo gives us the platform to connect every system, automate our most complex B2B trading partner relationships, and now with the AI capabilities in the platform, we see real opportunity to enhance our workflows and leverage the latest AI models — all from one governed layer.”

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Building the Operational Foundation for AI

SpotHopper, a restaurant technology and marketing platform serving independent restaurants nationwide, turned to Celigo to rebuild its operational foundation after rapid growth exposed critical gaps in its order-to-cash process. By standardizing on Celigo, SpotHopper eliminated billing errors affecting more than 1,000 customers, reduced deposit reconciliation from three to four days to approximately five minutes, and saved an estimated 40 to 60 finance hours per month.

With that foundation in place, the company expanded into AI-driven workflows and cut QBR preparation time from 45 minutes to three minutes per account. “QBR preparation is part of our daily workflow. What once took 45 minutes per account now takes about three minutes with Celigo. That’s extremely valuable to our team,” said Cory Benton, VP of Customer Success of SpotHopper. For additional details, read the full case study.

B2B Automation for Omnichannel Commerce

Outdoor Research, the Seattle-based outdoor gear brand, partnered with Celigo to take back control of its EDI operations after years of depending on two legacy, managed vendors that limited visibility, required manual processing of order changes, and made even simple fixes a weeks-long process routed through external support.

By centralizing EDI management on Celigo’s B2B Manager, the company eliminated both legacy vendors and migrated its 20 retail trading partners, including Dick’s Sporting Goods and Elastic, onto a single, self-managed platform integrated directly with Microsoft Dynamics 365 F&O. The team can now fully automate B2B processes end-to-end, make changes without vendor dependency, and onboard new trading partners faster through reusable integration flows.

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FINNY Launches Enterprise Growth Platform With Mercer Advisors as Flagship User

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FINNY Launches Enterprise Growth Platform With Mercer Advisors as Flagship User

FINNY

FINNY for Enterprise Teams enables personalized, AI-powered growth at scale across hundreds of advisors

FINNY Inc. (“FINNY”), the AI-powered prospecting and marketing platform built specifically for financial advisors, announced the launch of FINNY for Enterprise Teams, a new growth platform purpose-built for centralized marketing and business development teams at large wealth management firms. Mercer Global Advisors, (“Mercer Advisors”) recognized as the #1 independent fiduciary firm by Barron’s and the Best Overall firm for high-net-worth individuals by Wall Street Journal, served as the flagship enterprise user. Mercer Advisors is known for its consistent track record of attracting new families to its family office offering, and now utilizes a version of FINNY’s enterprise model that is built out with its own specific features and use cases.

FINNY for Enterprise Teams allows a focused, centralized team to manage personalized prospecting, outreach and lead routing on behalf of hundreds of advisors at once—bringing consistency, efficiency and scale to organic growth. Built on two years of FINNY’s work with thousands of individual advisors, the platform extends those learnings and capabilities to the enterprise, enabling firms to generate demand more effectively while preserving a highly personalized, local advisor experience.

Mercer Advisors engaged FINNY to support its dedicated prospecting outreach operating model and playbook through its broader centralized growth engine. What began as a pilot supporting a group of regional leaders has evolved into a rollout powering outreach to tens of thousands of prospective clients. The expansion reflects Mercer Advisors’ broader belief that more families should have access to fiduciary advice with unified and integrated wealth management designed to help them achieve long-term economic freedom. Mercer Advisors’ client development team identifies and thoughtfully matches prospective clients with advisors best suited to their needs, allowing advisors to stay focused on delivering high-quality, personalized advice.

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“Large wealth management firms with ambitious organic growth goals must have diversified sources that drive growth,” said Eden Ovadia, co-founder and CEO of FINNY. “FINNY for Enterprise Teams reflects how large, modern RIAs actually grow—a centralized team, shared infrastructure, and cohesive growth and marketing strategies, now equipped with AI, generating demand for every advisor in the firm.”

Marketing Technology News: Idle data is as good as no data

FINNY for Enterprise Teams includes:

  • Intelligent lead routing – a proprietary matching engine that pairs each prospect with the best-fit advisor based on geography, specialization and relationship signals
  • Personalized campaigns at scale – centralized delivery of tailored outreach across email and LinkedIn on behalf of hundreds of advisors, with each prospect receiving a unique, one-to-one message from their local advisor
  • Unified inbox and analytics – a single interface to manage responses, hand-offs and performance metrics from initial outreach through client conversion
  • Enterprise-grade controls – role-based permissions, compliance guardrails, approval workflows and sender utilization tracking

“One of the things that we are most proud of is a 40+ year commitment to being pioneers in our industry, for the benefit of clients. Our consistent focus on attracting new client families to the Mercer Advisors community allows us to continually deepen the value we deliver to clients, and create incredible professional opportunities for our team members,” said Daniel Gourvitch, President at Mercer Advisors. “We’ve learned over several decades that organic growth results from three things: an obsession with keeping client promises, a boutique team-based culture and an ecosystem of leading service providers. In particular FINNY is allowing us to deliver on our commitment to connecting families with a hand-picked advisory team, aligned to their individual context, needs and geography. Finding the right family office team for each family is at the heart of delivering a fiduciary experience, and we are grateful for FINNY’s support in helping families find that at Mercer Advisors.”

The launch reflects a broader shift toward centralized, technology-enabled growth strategies, as firms look to scale organic growth approaches more efficiently while maintaining a high-quality and personalized client experience.

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Comcast Advertising and Affinity Solutions Bring Purchase-Based Precision to TV Advertising

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Comcast Advertising and Affinity Solutions Bring Purchase-Based Precision to TV Advertising

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Bringing Credit and Debit Card Transaction Data to Comcast’s Outcomes+, Enabling Advertisers to Identify Untapped Households and Prove Real-World Campaign Impact

Comcast Advertising, the advertising division of Comcast, announced a strategic partnership with Affinity Solutions, a leader in consumer purchase insights, to integrate Affinity’s deterministic transaction data into the AI-powered audience discovery engine at the core of Comcast Advertising’s Outcomes+ solution. With this integration, advertisers can find untapped audiences, optimize spend toward incremental reach and measure campaign performance based on real consumer purchases.

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“Advertisers increasingly want to plan and buy media based on real consumer purchase behavior, not proxy metrics like clicks,” said Dawn Lee Williamson, Chief Revenue Officer, Media Solutions, Comcast Advertising. “As the performance engine for TV, Comcast Advertising helps brands apply those insights to identify untapped audiences, uncover incremental opportunities and connect TV exposure across traditional, streaming and addressable TV to drive real business outcomes. By bringing Affinity’s purchase data into our already rich first-party data environment, we’re making that capability even stronger.”

Through Outcomes+, Comcast Advertising is bringing purchase-based precision to TV activation and measurement. By combining viewership data from over 30 million Comcast households in a privacy-centric manner with Affinity’s transaction-level dataset spanning 100MM+ consumers across thousands of brands and merchant categories, advertisers can identify and reach high-value audiences on demand based on real purchase behavior. This enables brands to identify and reach high-value audiences with greater precision, ensuring campaigns are delivered to the consumers most likely to drive business outcomes. For instance:

Marketing Technology News: Idle data is as good as no data

  • By building audiences off verified credit and debit card spending, not modeled behavior or intent signals, brands can target proven category buyers, reach competitor customers, re-engage lapsed purchasers, and reach high-value spenders with greater confidence.
  • The partnership also helps advertisers close the loop by measuring the same target audience identified through Affinity’s purchase insights. By linking ad exposure through Comcast’s household data to post-campaign purchase activity in Affinity’s transaction database, brands get direct proof of business impact across in-store and online sales.
  • The combined dataset also helps advertisers identify where incremental audiences exist across Comcast’s traditional TV and streaming inventory, so budgets can be directed toward the channels and dayparts that drive genuine reach expansion instead of duplicated exposure.

“This partnership brings our consumer purchase insights directly into premium TV, proving that transaction data is just as powerful in television as it is in digital and retail media,” said Damian Garbaccio, Chief Commercial and Marketing Officer at Affinity Solutions. “Together with Comcast Advertising, we’re giving marketers a stronger way to find the right audiences, activate against real purchase behavior and measure the business impact that matters most.”

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Tells Releases RCS Business Messaging for Verified Branded Senders

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Tells Releases RCS Business Messaging for Verified Branded Senders

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General availability covers iOS and Android in the United States, with automatic SMS fallback through a single API.

Tells today announced the general availability of Tells RCS Messaging, a rich messaging product that lets verified brands send branded, interactive messages to recipients on both iOS and Android devices in the United States. The release follows the company’s regulatory approval as one of the first U.S. platforms cleared for RCS Business Messaging earlier this year.

SMS gets you a phone number. RCS gets you a brand, a logo, a checkmark, and a conversation that doesn’t end at 160 characters.”

— David Schlaegel, Co-Founder, Tells

RCS, or Rich Communication Services, is the carrier-grade successor to SMS. The format has been available on Android for several years, but reached genuine cross-platform reach in the United States after Apple added RCS support to iPhone in iOS 18. With both ecosystems now on the RCS Universal Profile, brands can use a single rich messaging channel for outbound to U.S. consumers instead of treating iOS and Android as separate delivery paths.

Marketing Technology News: MarTech Interview with Nicholas Kontopoulous, Vice President of Marketing, Asia Pacific & Japan @ Twilio

Tells RCS Messaging is delivered through the company’s verified sender registrations across Google’s RCS Business Messaging on Android and the Apple RCS Universal Profile path on iOS. Messages from a verified Tells customer appear in the recipient’s thread with the brand’s logo, registered brand name, and a verified checkmark, rather than as an unidentified phone number.

The product supports the full set of interactive RCS features available to verified senders. Brands can send rich cards with images and call to action buttons, carousels of multiple cards in a single message, and suggested replies that let recipients respond with a tap. Action buttons can place a call, open a URL, add an event to the recipient’s calendar, or request a one time location share. Read receipts and typing indicators are surfaced when the recipient’s device and carrier support them.

A single Tells API call handles delivery across both RCS and SMS. When a recipient’s device or carrier does not support RCS, the message is automatically delivered as SMS with no change to the integration. Customers do not have to detect RCS capability per recipient, branch their code, or maintain separate templates for the two formats. Throughput for verified brands on Tells RCS Messaging is comparable to short code SMS.

Marketing Technology News: The ‘Demand Gen’ Delusion (And What To Do About It)

Brand verification is a core part of the product rather than an optional add on. Spam labeling and filtering have eroded trust in unverified outbound across SMS for years, and the same pressure is already shaping how mobile operating systems present unverified RCS traffic. A verified sender on Tells RCS Messaging gives recipients a visible brand identity in the thread, which the company expects to become a baseline trust signal for outbound messaging across the industry over the next several years.

“SMS gets you a phone number. RCS gets you a brand, a logo, a checkmark, and a conversation that doesn’t end at 160 characters,” said David Schlaegel, Co-Founder of Tells. “Our customers have been asking for a way to put their actual brand in front of recipients on both iOS and Android without running two integrations. That is what we are shipping.”

Tells RCS Messaging is available to all Tells customers starting today. Existing customers can enable RCS on any sender that has completed Tells brand verification, with no separate contract or new endpoint. New customers can begin by registering their brand and a sending identity through the Tells brand verification workflow, after which the same Tells messaging API delivers RCS where supported and SMS everywhere else.

Documentation, sample payloads for rich cards, carousels, and action buttons, and migration notes for customers moving from SMS only flows are available in the Tells developer portal.

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KnowledgeLake Appoints Billy Biggs as CEO to Lead Next Phase of Growth

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Highwire Names Kelly Losko Chief Financial Officer as Agency Enters Next Phase of Growth

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KnowledgeLake, an AI‑powered enterprise workflow automation platform, announced the appointment of Billy Biggs as Chief Executive Officer. Biggs brings extensive experience scaling enterprise SaaS businesses and joins KnowledgeLake at a pivotal moment as the company accelerates its expansion and deepens its platform capabilities.

KnowledgeLake Appoints Billy Biggs as CEO to Lead Next Phase of Growth

KnowledgeLake helps enterprises eliminate the friction of document-heavy work, combining intelligent document processing (IDP), workflow automation, and content management into a single AI-powered platform. The company’s solutions enable organizations to automate complex, high-volume document operations without custom development, freeing teams from manual processes and delivering measurable operational results at scale.

“We’re pleased to welcome Billy to lead KnowledgeLake into its next chapter. His track record of igniting growth at enterprise SaaS companies, and his ability to combine operational rigor with aggressive go-to-market execution, make him ideally suited to build on the extraordinary foundation this team has created. We’re confident he will accelerate what is already a remarkable growth story,” said Amy Kadomatsu, Chair, Board of Directors, KnowledgeLake.

Marketing Technology News: MarTech Interview with Theresa Pham, Head of Product @ Wayvia

Biggs is a seasoned SaaS executive whose career spans more than 25 years of driving revenue transformation and building category-defining platforms. Most recently, as President and CRO of TechnoMile, he led the company’s growth strategy across AI-powered enterprise software, workflow automation, and market intelligence solutions, helping position the business as a category leader. Before TechnoMile, Biggs held senior leadership positions at WalkMe and Cornerstone OnDemand, where he played key roles during periods of significant expansion and strategic milestones.

“KnowledgeLake has built something genuinely differentiated in a competitive space,” said Billy Biggs, Chief Executive Officer, KnowledgeLake. “I was drawn immediately to the quality of the platform, the strength of the team, and the magnitude of the opportunity ahead. I’m energized to partner with this team to ignite the next phase of growth and bring KnowledgeLake’s capabilities to more customers and a much larger market.”

Biggs succeeds Kevin Herr, who led KnowledgeLake through a period of substantial growth and operational maturation, culminating in the company’s strategic partnership with Edison Partners.

Marketing Technology News: Idle data is as good as no data

“We’re grateful to Kevin for his years of helping to build KnowledgeLake into the durable business it is today. Billy’s track record building go-to-market engines for AI-powered enterprise software will extend our lead in automating the mission-critical, document-intensive work organizations depend on getting right — and we’re proud to back the team delivering it, ” said Ben Laufer, Principal, Edison Partners.

KnowledgeLake is one of the most durable software businesses in the lower middle market, backed by strong customer retention and a roster that includes Washington University, State of Kentucky, State of Tennessee, Lorain County, Databank, US Imaging, and State of Rhode Island. The company has drawn consistent industry recognition as a five-time Microsoft Partner of the Year winner, finalist for Best Cloud Automation of the Year, and a seven-time honoree on the Greater St. Louis Top Workplaces list.

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NiCE Launches NiCE Labs, a Dedicated AI Innovation Lab to Define the Next Era of Agentic Customer Experience

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NiCE Launches NiCE Labs, a Dedicated AI Innovation Lab to Define the Next Era of Agentic Customer Experience

Customer Experience (CX) AI Platform

Announced at NiCE World in Orlando, NiCE Labs will serve as NiCE’s dedicated incubation and innovation engine, advancing AI research, benchmarking, and rapid prototyping in close collaboration with customers and partners to accelerate the next generation of enterprise agentic CX

NiCE announced NiCE Labs, the dedicated AI innovation lab established to conduct advanced research, rigorous benchmarking, and rapid prototyping at the leading edge of agentic customer experience. Unveiled at NiCE World in Orlando, NiCE Labs will operate as NiCE’s incubation and innovation engine, bringing together the company’s most advanced AI expertise and working in close collaboration with customers and partners to apply advanced AI research directly to real-world enterprise CX challenges.

“The pace of AI advancement is extraordinary, but raw AI capability and enterprise CX leadership are fundamentally different. NiCE Labs is how we close that gap. It brings together deep CX domain expertise, rigorous research and benchmarking discipline, and a rapid prototyping culture, all focused on one goal: ensuring that NiCE, and the enterprises we serve, are always operating at the leading edge of what agentic customer experience can be. We don’t just watch where AI is going. We help our customers decide on how to best leverage cutting edge AI technologies to achieve their CX goals,” said Phil Heltewig, Chief AI Officer at NiCE.

Marketing Technology News: MarTech Interview with Theresa Pham, Head of Product @ Wayvia

NiCE Labs is built on three reinforcing pillars that together turn AI potential into enterprise-grade CX performance:

  • Research and Benchmarking: Conducts domain-specific AI research into how agents reason, learn, and operate reliably at enterprise scale, paired with a rigorous benchmarking practice that independently evaluates models, architectures, and orchestration approaches against real-world CX scenarios, ensuring principled, evidence-based decisions about what enters the NiCE platform.
  • Prototyping and Incubation: Builds AI-feature prototypes inside NiCE’s Agentic Portfolio through a continuous experimentation cycle, incubating ideas that demonstrate clear enterprise value and feeding them directly into NiCE’s product roadmap to compress the time from promising concept to production-ready capability.
  • AI Advocacy: Publishes research, perspectives, reference architectures, and benchmarking insights that make NiCE Labs’ AI thinking visible and useful beyond the lab, while engaging academic institutions, model providers, and the broader AI ecosystem to connect what is emerging in AI with what is practical, credible, and ready to advance enterprise CX.

Marketing Technology News: Idle data is as good as no data

Why NiCE Labs Matters Now
Enterprises are under significant pressure to deploy AI that is not merely impressive in a demo, but trustworthy, governed, and outcome-driven in production. The gap between what AI can do in a research environment and what it reliably delivers inside a complex enterprise is where most organizations struggle. NiCE Labs is purpose-built to close that gap, by doing the hard work of research, validation, benchmarking, and co-development with real enterprise customers that turns AI potential into AI performance.

NiCE Labs will release prototypes into the Agentic Portfolio on an accelerated cadence, publish reference architectures and benchmarking findings, and partner directly with customers and the broader ecosystem to translate cutting-edge AI innovation into measurable enterprise outcomes.

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Coevera Introduces New AI Capabilities with 6.2 Release

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Coevera Introduces New AI Capabilities with 6.2 Release

Coevera

Update Strengthens Coevera’s AI-native CRM with AI-Powered Relationship Charts, Smarter Data Management and Embedded Sales Enablement

Coevera, formerly Pipeliner CRM, announced the launch of new AI-driven capabilities as part of its 6.2 product release, expanding how sales teams understand complex buying relationships, manage CRM data and apply AI within daily sales workflows while reinforcing the company’s focus on supporting human-centered, adaptive selling.

The 6.2 release builds on Coevera’s position as an AI-native CRM designed not only to track sales activity but also to empower and develop sales professionals. The new features further embed AI into daily workflows, enhancing human judgment and helping sellers navigate the people, relationships and account structures that influence modern buying decisions.

“Sales has entered a new era in which technology must work alongside the sales professional, not replace them,” said Nikolaus Kimla, CEO of Coevera. “Our latest release reinforces our belief that AI should remove friction, surface insights and allow sellers to focus on what matters most, building trust and driving decisions. It further integrates the AI features that Coevera users have come to rely on with Voyager AI, making the in-platform experience even more seamless.”

A Unified Experience with Voyager
At the center of the release is the evolution of Coevera’s Voyager AI, now a readily available intelligence hub embedded directly in the Coevera interface. Accessible from the main navigation, Voyager consolidates previously disconnected AI buttons across the application into a single, unified interface.

The system is context-aware, meaning it understands what users are viewing and responds accordingly. It also maintains conversation history and suggests follow-up actions, enabling continuous, momentum-driven workflows.

The new feature embodies Coevera’s vision for AI as an embedded collaborator rather than a standalone tool.

Marketing Technology News: MarTech Interview with Liat Barer, Chief Product Officer @ Odeeo

Voyager AI Relationship Charts Bring Buying Networks Into View
Voyager AI can now help build and maintain organizational charts and account hierarchies directly in Coevera, giving sales teams a clearer view of the stakeholders, reporting structures and parent-subsidiary relationships that shape complex deals.

From an account record, Voyager AI can identify missing contacts, suggest updates to company leadership structures, detect missing parent or subsidiary companies and recommend updates through a guided preview-and-confirm flow. Users remain in control of every change, with the ability to review proposed structures, create new records or apply updates to existing charts.

AI-Powered Smart Fields Reduce Manual Work
The release also introduces new AI Smart Fields, allowing organizations to automate the population and updating of various CRM data fields, such as deal summaries, contact descriptions and revenue estimates.

Using data from internal records, related objects, external sources and documents, Voyager AI can generate and refresh field values with a single action. Teams can also apply updates in bulk across multiple records, significantly reducing manual data entry while maintaining visibility into changes through completion summaries.

The latest updates also improve transparency and control, with field-level status indicators, rich-text outputs for supported long-text fields, scheduled update filters and progress indicators for bulk updates.

Marketing Technology News: What Marketers Need to Know About the European Accessibility Act

Platform Enhancements Improve Efficiency and Usability
In addition to the new Voyager advancements, the release includes several usability improvements to further streamline everyday workflows:

  • New “starts with” and “ends with” filter operators are now fully supported across the platform and integrated into AI-assisted workflows.
  • Grouped email notifications that consolidate bulk updates into a single alert with direct access to affected records.
  • Secure preview for HTML and Markdown files within the CRM, allowing users to view documents without downloading them.
  • Administrator-managed email notification settings by user role, including the option to enforce settings across users.
  • Inactive-owner filtering with AI-assisted natural language support
  • Faster Org Chart loading, allowing users to view relationship structures more quickly.
  • New fiscal-year options for revenue trend reporting support views for the current and last financial year.

These updates are designed to improve consistency, reduce noise and enhance overall system performance.

Built for The Next Era of Sales
The 6.2 release aligns with Coevera’s broader mission to redefine how sales teams operate in an AI-driven environment. Unlike legacy CRM systems built around static pipelines, Coevera is designed for adaptive sales, with workflows that evolve alongside buyers, data, and market conditions.

“Technology alone doesn’t create better sales outcomes,” Kimla continued. “It’s the combination of intelligent systems and skilled professionals that drives results. Every innovation we introduce is grounded in that belief.”

Coevera’s platform integrates CRM functionality with ongoing professional development within its broader SalesPOP! ecosystem, reinforcing its commitment to continuous evolution and collaboration.

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Rockwell Automation Expands SecureOT Portfolio with Cybersecurity Assessment and Managed Service Capabilities

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Rockwell Automation Expands SecureOT Portfolio with Cybersecurity Assessment and Managed Service Capabilities

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Enhanced capabilities help manufacturers stay resilient, secure remote connectivity, and operationalize cybersecurity with continuous professional support

Rockwell Automation, Inc., the world’s largest company dedicated to industrial automation and digital transformation, announced the launch of three enhanced offerings within the SecureOT™ solution suite: OT Cybersecurity Assessment Suite, SecureOT Platform Managed Services and Managed Secure Remote Access (MSRA).

Facing an increasing volume of alerts and limited visibility into operational technology (OT) assets, cybersecurity teams are under pressure to detect and respond quickly. SecureOT’s industrial cybersecurity solution suite enables industrial enterprises to stay proactive and resilient without the need to add infrastructure or specialized staff.

“Understanding the current state of the OT environment is the foundation for defining the future,” said Maria Else, senior global product manager, Cybersecurity Projects, Rockwell Automation. “Manufacturers are under increasing pressure to strengthen cybersecurity without slowing production. With SecureOT, we combine clarity, prioritized action plans and managed expertise to help industrial organizations secure what matters while keeping plants running safely and efficiently. We also leverage technologies such as artificial intelligence (AI) to identify vulnerabilities, automation to maintain efficiency and advanced intelligence to support analysis and understand the latest risks.”

Marketing Technology News: MarTech Interview with Stephen Howard-Sarin, MD of Retail Media, Americas @ Criteo

OT Cybersecurity Assessment Suite
The OT Cybersecurity Assessment Suite features a structured, modular approach tailored to the unique operational realities of industrial environments at every stage of their security journey. Combining OT-specific data collection with business-ready insights, the cybersecurity assessment delivers a clear path to building resilience.

Built for OT environments by OT professionals, the assessment offerings leverage new proprietary AI and machine learning models to help streamline analysis and standardize evaluation to deliver results and actions in an efficient manner.

SecureOT Platform Managed Services
SecureOT Platform is Rockwell Automation’s risk and vulnerability management solution. Rockwell is now layering its deep industry knowledge on top of the platform to deliver SecureOT Platform Managed Services focused on continuous, professionally managed risk prioritization.

The latest update brings managed platform updates, providing the latest features and capabilities, management of the ongoing asset discovery and inventory, and drives programmatic discussions through technical account managers with the customer so security teams can quickly address cybersecurity exposure while minimizing downtime.

Managed Secure Remote Access (MSRA) and Beyond
Rockwell’s new MSRA service connects OT assets, helping to reduce risks, improve efficiency and simplify operations in a vendor-neutral, Rockwell-managed and identity-driven environment. The cloud-routed remote access layer supports OT assets and enables customers to get up and running quickly with turnkey deployment, identity security and reduced workload for internal teams. MSRA enables faster troubleshooting and safer collaboration with vendors, delivered as a scalable service that adapts to each facility.

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This latest update also introduces Rockwell’s refreshed OT Cybersecurity Policy & Procedures offering. Built by Rockwell’s OT Governance, Risk and Compliance (GRC) professionals and aligned with international standards, frameworks and best practices, the service provides a comprehensive set of documents to guide and strengthen security programs across the OT environment.

Now available for manufacturing and critical infrastructure organizations, these enhancements expand on Rockwell’s SecureOT solution suite, a comprehensive industrial cybersecurity offering designed to help manufacturers assess, protect and continuously improve their OT security posture.

SecureOT solution suite is supported by Rockwell Automation’s broader commitment to industrial cybersecurity, including product security protections embedded across the automation lifecycle and backed by its IEC 62443-4-1 Maturity Level 4 certification – the highest level for the secure product development lifecycle. Combined with capabilities such as assessment, managed services and secure remote access, this approach gives manufacturers a stronger foundation for managing OT risk and improving resilience.

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Constant Contact Launches App in ChatGPT to Power AI-Driven Email Marketing

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Opsera Launches VIBEshift to Move AI-Generated Applications from Prototype to Production with a Single Command

Constant Contact

New app enables small businesses and marketers to create, analyze, and optimize campaigns directly within ChatGPT

Constant Contact, a leading AI marketing partner for small businesses and nonprofits, announced the launch of its app in ChatGPT, enabling customers to create and improve email marketing campaigns using conversational AI.

With this launch, Constant Contact customers can connect their accounts to ChatGPT to generate email campaigns through an AI-powered workflow.

“AI will keep making marketing easier for small businesses,” said Lee Ott, Chief Growth and Product Officer at Constant Contact. “By bringing Constant Contact into a workflow in ChatGPT, we’re giving customers a faster, more intuitive way to turn ideas into emails and actually get them out into the world. Based on internal Constant Contact data, we see that customers who use AI send marketing emails 23% faster on average and they email their audiences more often, which helps keep their businesses consistently top of mind.”

Marketing Technology News: MarTech Interview with Haley Trost, Group Product Marketing Manager @ Braze

What the Constant Contact App in ChatGPT Enables

The app allows users to:

  • Generate complete email campaigns quickly – Draft newsletters, product launches, event invitations, and more using natural language prompts.
  • Improve subject lines and messaging – Create and test variations to help increase engagement.
  • Track campaigns easily – Built-in campaign codes and tracking IDs to see how your campaign performs.
  • Schedule campaigns simply- Click a simple link to publish your email within Constant Contact.

Marketing Technology News: Cross-Department Collaboration with Marketing Workflow Automation: Enhancing Alignment Between Sales, Customer Service, and Marketing Teams

Built for How Customers Discover and Engage Today

As more marketing work moves into AI tools, small businesses still need a trusted partner to make sure their message actually lands. Anyone can draft an email and hit send — but Constant Contact improves inbox delivery rates, tracks how it performs, and tells you what it means. This app brings the two together: the simplicity of building campaigns in ChatGPT, backed by the deliverability and insights that help businesses show up for their audiences every time.

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CrossCheck Media Inc. Promotes Jo Madden to Vice President of Sports Gaming Media

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CrossCheck Media Inc. Promotes Jo Madden to Vice President of Sports Gaming Media

Host of Madden On The Line to Lead Expansion of Sports Betting, Original Programming, Talent Development, and Strategic Growth Initiatives Across CrossCheck Media

CrossCheck Media Inc., the parent company of Biz Talk Today TV (BTT), announced the promotion of Jo Madden to Vice President of Sports Gaming Media, expanding her leadership role within the rapidly growing media organization.

Madden will continue serving as host of the popular sports betting and analysis program Madden On The Line while assuming broader executive responsibilities across sports programming, content development, talent acquisition, audience growth, strategic partnerships, and sports gaming initiatives.

The promotion comes as CrossCheck Media continues to expand its presence across streaming television, podcasts, digital media, and mobile platforms. Madden is expected to play a key role in shaping the company’s long-term sports media strategy, including the development of future sports-focused programming and network initiatives.

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“Jo Madden has quickly become one of the most recognizable and respected voices within our organization,” said Todd M. Schoenberger, Chief Executive Officer of CrossCheck Media Inc. “She possesses a rare combination of on-camera talent, industry knowledge, audience engagement skills, and leadership ability. As we continue to expand our footprint in sports media and sports gaming, Jo will be instrumental in helping define our vision, attract top-tier talent, develop new programming, and strengthen our connection with sports fans and sports bettors nationwide.”

Since joining Biz Talk Today TV, Madden has helped establish Madden On The Line as a destination for sports wagering insights, game analysis, betting strategy, and discussions surrounding the rapidly evolving sports gaming industry. Her ability to break down complex betting concepts while maintaining broad appeal to casual and experienced fans alike has helped the program build a loyal and growing audience.

In her new executive role, Madden will oversee strategic initiatives designed to expand CrossCheck Media’s sports content offerings, strengthen relationships throughout the sports gaming ecosystem, and identify opportunities for new original programming across television, streaming, social media, and podcast platforms.

“I am incredibly honored and excited to take on this new role with CrossCheck Media,” said Jo Madden. “The company has built something truly unique with Biz Talk Today TV, and I believe we’re only scratching the surface of what’s possible. Sports fans today want more than highlights and scores—they want insight, strategy, storytelling, and authentic conversations. I look forward to helping build the next chapter of sports media while continuing to connect with our audience through Madden On The Line.”

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Madden added, “We have an opportunity to create a fresh, modern sports media experience that embraces sports betting, sports business, documentaries, personalities, and fan engagement in ways that traditional networks often overlook. I’m excited to work alongside Todd and the entire CrossCheck Media team as we continue to innovate and grow.”

The appointment reflects CrossCheck Media’s continued commitment to investing in original content and executive leadership as the company expands distribution across connected television platforms, mobile applications, podcast networks, social media channels, and digital publishing properties.

Biz Talk Today TV currently distributes business, investing, economics, politics, sports, gaming, and cultural programming across multiple streaming and digital platforms worldwide.

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RAVATAR adopts Intel technologies to Bring Real-Time Interactive AI Avatars to the Edge

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RAVATAR adopts Intel technologies to Bring Real-Time Interactive AI Avatars to the Edge

RAVATAR - Avatar-as-a-Service Platform – ToolPilot

Most AI avatar solutions can’t work without the cloud, which rules them out for hospitals, government offices, and other regulated or remote settings. RAVATAR has optimized Intel Core Ultra processors and the Intel OpenVINO toolkit to run its entire AI Avatar Platform locally on a single device, bringing real-time Interactive AI Avatars to the edge.

RAVATAR, an AI company building the human-facing interface layer for AI systems, announced today that it has optimized Intel Core Ultra processors and the Intel OpenVINO toolkit for the RAVATAR AI Avatar Platform, delivering real-time Interactive AI Avatars to the edge across cloud-connected, hybrid, on-premises, and air-gapped environments. The company has also joined the Intel Partner Alliance as an Independent Software Vendor (ISV).

Most AI avatar solutions rely on cloud infrastructure for speech recognition, language processing, and rendering. That architecture introduces latency, requires reliable connectivity, and limits where organizations can deploy. For deployments in regulated, remote, or infrastructure-constrained environments, those constraints are often disqualifying.

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The RAVATAR AI Avatar Platform removes the cloud dependency and runs all inference locally on a single device. Utilizing Intel technologies, the solution also delivers:

  • Real-time responsiveness. OpenVINO optimizations on Intel Core Ultra processors reduce inference time, keeping avatar interactions fluid and natural.
  • On-device parallel processing. Intel Core Ultra CPU with integrated GPU and NPU handle speech recognition and response generation simultaneously, with no external computer required.
  • Reduced infrastructure costs. Fully local operation eliminates ongoing cloud processing fees and simplifies deployment architecture.
  • Deployment flexibility. The platform supports web, mobile, kiosks, and holographic displays, adapting to the channel and environment each use case demands.

Executive Quotes

“We built RAVATAR to work where your users are, not where your data center is,” said Ruslan Synytskyy, CEO of RAVATAR. “A kiosk in a hospital lobby, a service terminal at a government office, a holographic display at a live event. These aren’t edge cases, they’re the front line of customer experience. With Intel Core Ultra, we run speech recognition and language processing on a single device, no cloud dependency required. That changes the deployment economics entirely.”

Marketing Technology News: The ‘Demand Gen’ Delusion (And What To Do About It)

“Retailers are seeking AI that enhances customer interactions while improving efficiency—from personalized guidance to faster service. RAVATAR’s optimization for Intel Core Ultra processors and Intel OpenVINO highlights how our ISV ecosystem is delivering real-time AI at the edge,” said Mariya Zorotovich, General Manager, Consumer Industries Division, Client Computing Group, Intel. “With integrated AI acceleration in a single SoC, partners like RAVATAR can run speech and language inference locally, enabling low-latency, reliable experiences across in-store touchpoints.”

Target Industries

RAVATAR serves healthcare, finance, retail, hospitality, education, events, and public services, automating front-desk and information workflows, supporting guided customer experiences, and enhancing brand presence through lifelike AI avatars.

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Inkit Introduces New Product Updates Focused on Faster Execution and Simpler Document Workflows

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Inkit Introduces New Product Updates Focused on Faster Execution and Simpler Document Workflows

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Inkit is rolling out a new wave of product updates designed to help organizations move documents faster, reduce manual work, and maintain greater control across the document lifecycle.

This latest release is part of a broader product evolution focused on simplifying document-driven workflows from preparation and collaboration to signing and execution. As organizations continue managing high-volume, high-stakes documents across fragmented systems, the need for faster, more controlled workflows continues to grow.

The new updates are designed to eliminate friction across everyday document tasks while improving visibility, consistency, and execution from start to finish.

The release includes five new enhancements across document preparation, signer management, workflow execution, and document customization, helping teams reduce delays, streamline approvals, and create a smoother signing experience.

Marketing Technology News: MarTech Interview with Theresa Pham, Head of Product @ Wayvia

New Product Enhancements Designed to Simplify Document Workflows

This release introduces a series of workflow improvements built to help teams reduce repetitive work, accelerate execution, and improve how documents move across teams.

These updates address common bottlenecks that slow down document workflows, including manual data entry, signer coordination, approval delays, and inconsistent document formatting.

Marketing Technology News: Idle data is as good as no data

New enhancements include:

  • Auto-Populate Form Fields to reduce repetitive data entry and improve consistency across documents
  • Parallel Signing to allow multiple recipients to sign simultaneously and accelerate approvals
  • Signer Dropdown Controls for faster signer reassignment and recipient management
  • Auto-Suggest Signers to streamline recipient selection and document setup
  • Customize Document Fonts for cleaner, more consistent signing experiences workflows

Together, these updates help teams:

  • Reduce manual data entry and repetitive tasks
  • Accelerate approvals and document turnaround times
  • Simplify document setup and signer management
  • Improve consistency across forms and workflows
  • Deliver a faster, more intuitive signing experience

Built to Support Faster, More Controlled Document Execution

These updates build on Inkit’s mission to give organizations full control over their document lifecycle in a world of fragmented systems.

By bringing document workflows, signatures, automation, and visibility into one platform, Inkit helps organizations reduce operational complexity while improving speed, security, and execution across document-driven work.

Whether teams are managing approvals, contracts, onboarding documents, or high-volume operational workflows, the goal remains the same: reduce complexity, increase control, and help organizations move work forward with confidence.

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ERPVAR and Zaptiva Partner to Deliver Next-Generation AI-Driven Automation and Seamless ERP Integration

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ERPVAR and Zaptiva Partner to Deliver Next-Generation AI-Driven Automation and Seamless ERP Integration

ERP Software Selection Process | ERP Expert

The strategic alliance combines ERPVAR’s extensive ERP consultant network and mid-market experts with Zaptiva’s powerful low-code AI automation and data transformation platform.

ERPVAR has announced a strategic alliance with Zaptiva, a provider of low-code automation and data transformation platforms. This partnership aims to bridge the gap between traditional enterprise resource planning (ERP) systems and modern, agile automation for mid-market businesses.

“Zaptiva represents the next evolution of ERP integration. By introducing their low-code, AI-enhanced automation platform to our vast network of VARs, we are helping consultants transform from traditional software installers into strategic automation advisors, ultimately delivering unmatched efficiency to end-users,” said Adrian Montgomery, Partner at ERPVAR.com.

“This strategic alliance is fundamentally designed to bridge the historical gap between traditional ERP systems and the powerful capabilities of modern, low-code operational automation,” Robert Eppele, CEO at Zaptiva.

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This alliance combines ERPVAR’s extensive ERP consultant network and specialized digital marketing expertise with Zaptiva’s powerful integration engine. The collaboration enables mid-market businesses and ERP consulting firms to deploy advanced, transaction-level workflows without the reliance on custom coding or unreliable middleware, making enterprise-grade automation accessible and budget-friendly.

Robert Eppele, CEO and Co-Founder of Zaptiva, commented, “ERPVAR understands the unique pain points of ERP consulting firms and their clients. Together, we are making enterprise-grade automation accessible and budget-friendly for small-to-mid-sized businesses. Our partner program is built to reward the channel.”

Internal benchmarks highlight the profound empirical impact of Zaptiva’s data-cleansing capability:

  • Operational Cycle Compression: Drastically compresses multi-app transaction cycles—transforming what historically required an average 7-day manual data-entry loop into a fully validated, hands-off process completed in under 24 hours.
  • Error Elimination: Delivers an 85%+ reduction in operational cycle times by instantly intercepting and correcting format mismatches, duplicate entries, and ledger synchronization anomalies before they result in broken financial data or failed postings.

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Key Benefits of the Alliance

The partnership delivers several advantages for ERPVAR users, partners, and mid-market businesses:

  • Proven Efficiency Gains: Integrates Zaptiva’s capability to compress complex workflow cycles from 7 days down to less than 24 hours, boosting data reliability.
  • Context-Aware Data Integrity: Employs AI-driven data extraction and automatic field mapping to ingest PDFs, emails, and spreadsheets, ensuring perfect data validation and zero manual entry errors.
  • Access to a Massive Channel: Connects Zaptiva with ERPVAR’s extensive footprint of 2,000+ local consulting firms to accelerate mid-market adoption.
  • Enhanced Channel Growth: ERP consultants can tap into Zaptiva’s performance-based partner compensation model (including recurring technology revenue) while utilizing ERPVAR’s HubSpot-driven inbound marketing expertise to generate fresh leads.
  • Educational Co-Marketing: The two companies will launch a series of collaborative educational webinars and deep-dive technical content focused on maximizing modern ERP ROI using AI and automated workflows.

This strategic collaboration reinforces the commitment to delivering comprehensive, efficient, and scalable solutions that address the evolving needs of the mid-market businesses landscape.

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Ogury Launches SONA, an Agentic Solution to Improve Consistency Between Audience Planning and Campaign Execution

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PRNewswire
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Ogury Launches SONA, an Agentic Solution to Improve Consistency Between Audience Planning and Campaign Execution

Ogury Reports Accelerated Momentum with Premium Publishers on Mobile Web

Combining an audience-first data model with agentic capabilities, SONA identifies and activates personas often overlooked by traditional approaches.

Ogury, the global adtech company powered by Persona Intelligence, announced the launch of SONA, its agentic solution designed to address the persistent gap between audience planning and campaign execution. While many platforms focus on optimizing delivery, SONA transforms a simple brief into a structured, persona-based strategy. This enables brands and agencies to identify and activate audiences often overlooked by traditional approaches, while maintaining a consistent definition across channels.

Accessible through a chat-based interface in Ogury One or within clients’ preferred AI environments, SONA starts by structuring any brief into scalable, combinable personas, with full visibility into the behaviors, preferences, and geographic insights behind each recommendation. It then identifies the most relevant publisher environments and formats to engage those personas, before generating media strategy recommendations, including projected reach and expected outcomes. Campaigns can then be activated directly, ensuring continuity from audience planning through to execution. In practice, SONA enables teams to move from brief to activation in just a few clicks, saving an estimated 20 to 30 hours per campaign.

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SONA relies on Ogury’s audience-first data model, which brings together observed behaviors, declared data, and purchase signals based on real transactions to build personas that reflect how people actually think and act. By structuring these signals into scalable personas, SONA surfaces profiles often overlooked by traditional approaches, enabling more relevant activation at scale. At every stage, recommendations are fully transparent, giving traders the ability to adjust and validate them before activation.

Available across CTV, desktop, and mobile environments (web and in-app), SONA enables consistent persona-based activation. It can be accessed directly through Ogury One or integrated into existing workflows via compatible AI tools using Model Context Protocol (MCP), including Gemini, Claude, and ChatGPT, allowing users to work within their preferred environments. This interoperability ensures that SONA fits seamlessly into existing campaign processes without requiring complex setup or changes to current systems.

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“Many solutions today focus primarily on optimizing execution, but the real challenge is maintaining a consistent audience definition from planning through activation across platforms,” said Nicolas Bidon, CEO of Ogury. “With SONA, we’re bringing Persona Intelligence directly into the campaign workflow, enabling brands and agencies to turn any brief into a structured, persona-based strategy they can understand, refine, and activate consistently across channels to drive more measurable outcomes.”

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Tells Launches Gideon, an AI System That Audits SMS Campaigns in Real Time

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MTS Staff Writer
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Tells Launches Gideon, an AI System That Audits SMS Campaigns in Real Time

Tells.co Logo

The named AI layer runs pre-send compliance checks on every outbound message, giving high-volume SMS operators an audit trail before messages reach carriers.

Tells, a high-volume SMS and RCS messaging platform built on carrier-vetted short code infrastructure, today annouvnced the launch of Gideon, a proprietary AI compliance monitoring system designed to audit every outbound SMS campaign against 30 distinct compliance intelligence categories before a single message reaches a carrier network.

Compliance in high-volume SMS is not a checkbox you run before a campaign goes out. It is built into every send, every time. Gideon is how we operationalize that.”

— David Schlaegel, Co-Founder of Tells

What Gideon Does

Gideon operates as a continuous, pre-send compliance layer embedded directly in the Tells platform. Before any campaign message leaves the system, Gideon evaluates it against 30 compliance intelligence categories spanning regulatory requirements, carrier policies, content rules, and messaging standards. Campaigns that fail review are flagged with specific audit findings, giving operators the information they need to correct issues before they become carrier rejections or regulatory exposure.

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Unlike bolt-on compliance tools that run periodic checks or require manual review queues, Gideon processes campaigns in real time. For operators sending millions of messages per month, that difference is material: a compliance failure identified before send costs nothing. The same failure identified after delivery can mean message suppression, carrier filtering, and potential regulatory action.

Why the Name Matters

Giving the system a name was a deliberate product decision. Gideon is not a feature toggle or a settings panel. It is a defined, persistent intelligence layer with a specific scope of responsibility inside the Tells platform. Naming it creates accountability: customers know what Gideon covers, what it checks, and what it flags. That clarity is itself a compliance asset.

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Built for Carrier-Vetted Infrastructure

Tells operates on carrier-vetted short code infrastructure, meaning its customers already benefit from a higher baseline of deliverability and trust with carrier networks. Gideon extends that baseline by ensuring the content and structure of campaigns matches the same standard that earned carrier approval in the first place. The result is a platform where compliance is not a separate audit step but a continuous property of the sending environment.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

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