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Analytic Partners Identifies ‘5 Forces Shaping Marketing Budget Decisions in 2026’

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Analytic Partners Identifies ‘5 Forces Shaping Marketing Budget Decisions in 2026’

Analytic Partners - Director of Marketing Science Analytics & Commercial Intelligence (Customer Engagement Team)

New research shows Commercial Analytics Emerging as Primary Source of Truth Among $1B+ Advertisers

Analytic Partners, the leader in Commercial Analytics, released Five Forces Shaping Marketing Budget Decisions in 2026. Grounded in a verified sample of 455 senior decision-makers at enterprise-level ($1B+) advertisers, the report sets the standard for enterprise-wide decisioning by revealing how top brands are moving beyond “more data” toward faster, context-rich commercial growth.

This preview report offers an exclusive look at key trends ahead of the full 2026 State of Commercial Decisioning Survey, launching later this year. The early findings provide credible, decision-ready evidence that enables marketing leaders to influence high-impact commercial outcomes across the enterprise.

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“For more than 25 years, we’ve partnered with the world’s leading advertisers and have seen a consistent pattern: brands that embed analytics into how decisions actually get made see five times more growth, act with greater confidence, and adapt more effectively to change,” said Nancy Smith, President and CEO of Analytic Partners. “These early findings from our 2026 State of Commercial Decisioning Survey reinforce what experience has long shown us – when leaders have a clear, context-rich source of truth, they can stop defending their budgets and start evolving their strategies to drive enterprise-wide value and long-term growth.”

These findings independently validate what Analytic Partners has observed for decades through ROI Genome®, the company’s proprietary intelligence layer built on insights from 1,000+ brands across 50+ countries and 100s of billions in spend. Unlock Growth with Analytic Partners ROI Genome® Insights, launched earlier this year, is a comprehensive guide for modern marketers building and evolving successful measurement programs.

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5 Forces Shaping Marketing Budget Decisions in 2026 Key Highlights:

  • Marketing Mix Modeling / Commercial Analytics emerge as the “source of truth”: Econometric frameworks are now the foundation for high-stakes budget allocation, pricing, and promotion decisions.
  • Data remains a key limiter: Despite advances, data fragmentation and privacy constraints hinder marketing investment agility. The solution isn’t just more data – it’s smarter, context-rich decisioning.
  • External factors are critical: Leading advertisers cite the need for analytics that reflect real-world market conditions, not just internal metrics. Context is king in 2026.

“In an increasingly noisy measurement landscape, senior decision‑makers continue to return to a trusted anchor: econometric approaches like Commercial Analytics are a ‘source of truth’ for major budget decisions,” said Jason McNellis, Vice President, Commercial Analytics Ambassador at Analytic Partners. “This is not a casual pulse check. It’s a rigorous view into how senior leaders make high‑stakes budget decisions, based on 455 executives and a verified sample designed to protect privacy while ensuring respondent authenticity.”

The full 2026 State of Commercial Decisioning Survey, launching later this year, will deliver a comprehensive, data-driven view into how leading organizations are modernizing their decision frameworks and maximizing marketing ROI in a rapidly changing environment.

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Adswerve Appoints Tom Zawacki as Chief Executive Officer

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Adswerve Appoints Tom Zawacki as Chief Executive Officer

Adswerve_Logo_rgb_deep_graphite (1).jpg

Leadership marks Adswerve’s next phase of growth at the intersection of AdTech and MarTech

Zawacki brings more than three decades of experience leading growth and transformation across data, AI, and marketing technology organizations. Most recently, he served as Chief Growth Officer at Acxiom and previously as President of Enterprise Solutions at Data Axle. Throughout his career, Zawacki has helped clients translate their business objectives into sophisticated data and technology solutions that drive measurable results.

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“Adswerve earned deep trust from our clients as we’ve stood firmly at the intersection of technology and performance since our inception,” said Clint Tasset, co-founder of Adswerve. “As the lines between AdTech and MarTech continue to blur, Tom’s leadership ensures we build on that foundation while evolving into an even stronger strategic operating partner. His ability to connect innovation, strategy, and execution makes him the right leader for our incredible team.”

As CEO, Zawacki will advance Adswerve’s position as a strategic partner for marketers and agencies seeking to harness disruptive innovation with discipline and clarity. His focus will center on helping clients compete in a predictive marketing environment, where data, artificial intelligence, and human expertise must work in concert to deliver sustained business impact.

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“I am so honored and thankful,” Zawacki said. “It is an amazing time in our industry as brands and agencies are entering a new era of marketing. Over the years, we’ve worked together to address business disruption caused by the internet, social, mobile, and other innovations. Once again we’re faced with a generational business transformation moment, as we strive to meet the new requirements and opportunities presented by the emergence of AI. I can’t think of a more talented and passionate community to do that with than the team at Adswerve.”

Adswerve’s entrepreneurial culture of collaboration and continuous learning has earned recognition as a Built In 2026 Best Places to Work award winner. The company remains committed to investing in its people as the core driver of innovation, client success and long-term growth.

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

TapClicks Introduces SmartStory: Turning Campaign Data into Stakeholder-Ready Presentations in Minutes

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tapClicks logo

TapClicks, the leader in Smart Marketing solutions, announced the launch of SmartStory, a new AI-powered solution that enables small agencies, marketing teams, and growing businesses to transform performance data into clear, stakeholder-ready presentations in minutes.

Built on the TapClicks AI-first infrastructure, SmartStory is powered by an integrated enterprise-grade data management and connectivity foundation. It centralizes and harmonizes live campaign data across thousands of MarTech and AdTech sources, seamlessly integrating data, connectors, automation, and insights into a single, beautifully unified experience. The result is ease-of-use: trusted data flows directly into polished, insight-driven presentations with no manual assembly.

For many growing businesses and marketing teams, reporting still means wrestling with spreadsheets, formatting slides, and writing summaries by hand before sharing results with stakeholders. SmartStory eliminates that burden by automatically producing beautiful PowerPoint and PDF presentations, complete with integrated visuals and AI-generated insights, directly from live marketing data. In beta tests, users reported reducing slide creation time from hours, or even days, down to minutes.

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At SmartStory’s core is SmartSlides, the TapClicks AI presentation technology that generates professional, visually compelling slides directly from campaign performance data. SmartStory equips businesses and marketing teams with insights they need to drive strategic conversations, strengthen stakeholder relationships, and improve retention. It also serves as a powerful sales enablement solution, helping teams clearly communicate performance, opportunities, and next steps.

“SmartStory reflects our leadership in AI-enabled marketing technology,” said Babak Hedayati, CEO of TapClicks. “We built a powerful data management and connectivity foundation in TapClicks and added AI agents, operators, insights, and storytelling. SmartStory brings all that together in a single solution that turns robust, reliable data into actionable narratives.”

Designed for lean businesses that need consistent, high-quality reporting without adding headcount, SmartStory supports omnichannel reporting across paid media, search, social, email, and more. Built-in branding and customization tools allow teams to scale reporting across dozens or even hundreds of stakeholders while maintaining a professional, consistent appearance.

Mobisoft Infotech Introduces AI-Augmented Engagement Model to Deliver Faster Outcomes with Leaner Teams

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GPT Proto Expands AI Model Catalogue with Support for Google's Gemini 3.1 Pro Preview

Custom Software Development Company | AI-Driven Solutions

New delivery model applies AI across engineering, testing, DevOps, and analytics to improve speed, transparency, and cost efficiency.

Mobisoft Infotech announced the launch of its AI-Augmented Engagement Model. It’s a modern delivery approach built to help organizations achieve faster product outcomes with smaller yet highly effective teams. The model combines human engineering expertise and AI capabilities across the software lifecycle. It enables companies to build, improve, and maintain digital products with greater efficiency and clearer visibility into performance.

AI is changing how software delivery is measured. Clients care less about team size and more about speed and reliability. This model helps deliver both.”

— Nitin Lahoti, Founder and Director at Mobisoft Infotech

Enterprises and startups face constant pressure to release features quickly while maintaining control over costs. Many still respond by adding more people and extending timelines. This often increases complexity and overhead. Mobisoft’s model takes a more practical approach. It focuses on results, consistency, and quality instead of team size.

The AI-Augmented Engagement Model brings AI into everyday engineering work. It supports software development, testing, DevOps, analytics, and data engineering as part of regular workflows. Teams do not treat AI as a side initiative. They use it daily to handle repetitive tasks and routine checks. This frees engineers to focus on complex problem-solving and better product decisions.

At the core of the AI-Augmented Engagement Model is a simple idea. Increase the effectiveness of each engineer instead of increasing the number of engineers. Mobisoft uses AI tools and automation across multiple stages of delivery so that a focused team can accomplish what previously required a much larger group.

This approach brings clear and practical benefits:
– Small teams that still deliver strong results
– Less time spent on repetitive manual work
– Faster iterations without reducing quality
– More predictable delivery timelines

Traditional scaling often meant adding more people, which increased coordination overhead, created communication gaps, and led to inconsistent code quality. Mobisoft uses AI in daily workflows to reduce these issues. AI supports engineers while they write, review, test, and maintain code. Engineers can then focus on producing strong, reliable work.

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Clients benefit from better cost efficiency. They invest in expertise and results instead of just increasing team size. Projects stay easier to manage. Teams make decisions with better focus and clarity.

AI Across the Software Lifecycle:

Mobisoft’s AI-Augmented Engagement Model spans the full software lifecycle. AI does not replace engineers. Instead, it supports them at key points where automation and intelligent assistance can save time and reduce errors.

1. AI-Assisted Development

AI development tools act as assistants to developers. Engineers can write and review code. They can refactor efficiently while saving time. Furthermore, the tools suggest code snippets and identify issues early on. This ensures consistent coding standards. Engineers can generate initial implementations quickly and then refine them based on product requirements and architectural needs. Code reviews also benefit from AI assistance. Automated checks highlight potential bugs, security risks, and performance concerns before they reach production. This reduces rework and improves overall code quality. Teams can move faster without lowering standards.

2. AI-Driven Testing and Quality Assurance

Testing often becomes a bottleneck in complex projects. Manual test case creation and regression testing take significant effort. Mobisoft uses AI to automate large parts of this process. The AI tool can generate test cases automatically based on application behavior and past defect patterns. It can identify areas in the code that may break and prioritize them during regression testing. Anomaly detection helps teams catch unusual behavior before it affects users. This leads to broader test coverage and more reliable releases. Teams spend less time on repetitive test execution and more time on exploratory testing and critical edge cases.

3. Intelligent DevOps and Release Automation

Frequent and stable releases are essential for modern products. Mobisoft integrates AI into DevOps practices to support continuous integration and delivery pipelines. AI can analyze the data on build and deployment to identify patterns that lead to failures or delays. It can recommend pipeline optimizations and highlight environment issues early. Monitoring tools supported by AI detect unusual system behavior and alert teams before small issues become major incidents. As a result, clients benefit from improved release frequency and better operational stability. Engineering teams gain confidence that their changes will move through the pipeline smoothly.

4. Analytics and Engineering Insights

The AI-Augmented Engagement Model also includes continuous analysis of engineering performance. Mobisoft uses data from development tools, testing systems, and production environments to generate actionable insights. Teams can track delivery velocity, defect trends, and system performance over time. This data helps them identify bottlenecks, recurring issues, and areas that need attention. Leaders can make informed decisions about priorities, scope, and resource allocation. Instead of relying on assumptions or isolated reports, stakeholders get a clear picture of how engineering efforts translate into product progress.

Transparent Productivity and Quality Metrics:

Transparency is a key pillar of the new model. Many delivery partnerships still rely on status meetings and subjective progress updates. Mobisoft takes a more data-oriented approach.

Clients receive measurable insights into delivery performance. These may include:
– Delivery velocity and cycle time
– Defect rates and quality trends
– Test coverage and release stability
– Operational performance indicators

This information helps business and technology leaders understand not only what is being delivered, but also how efficiently and reliably work is progressing. It becomes easier to align engineering execution with business goals.

“AI gives us the ability to measure productivity and quality with much greater precision,” added Nitin Lahoti, Founder and Director at Mobisoft Infotech. “That level of visibility builds trust. It also helps both sides make better decisions throughout the engagement.”

Practical Impact for Different Types of Organizations:

The AI-Augmented Engagement Model is designed to support a wide range of organizations, each with its own challenges and constraints.

1. Startups Seeking Capital Efficiency

Startups usually work with tight budgets and strict timelines. They need to launch solid products fast while making their funds last. Hiring large engineering teams is not always realistic. With Mobisoft’s model, startups work with a small, experienced team supported by AI tools. This helps them build key features faster and improve the product based on real user feedback. Instead of increasing headcount too soon, they can focus more on product strategy and user experience.

2. Mid Market Companies Under Budget Pressure

Mid-sized firms frequently balance growth initiatives with strict budget controls. They may have existing systems that need enhancement, integration, or modernization. The AI-Augmented Engagement Model helps these organizations improve delivery efficiency without large increases in spending. AI-supported testing and DevOps reduce maintenance overhead. Data-driven insights help prioritize the most valuable improvements.

3. Enterprises Modernizing Legacy Systems

Enterprises often deal with complex legacy platforms that require careful updates. These projects demand reliability, compliance, and minimal disruption to ongoing operations. Mobisoft combines experienced engineers with AI assistance to manage this complexity. Automated testing reduces release risk. Intelligent monitoring supports system stability. Clear metrics help enterprise stakeholders track progress against modernization goals.

Security, Governance, and Responsible AI Use:

Mobisoft recognizes that AI adoption must go hand in hand with strong governance. The AI-Augmented Engagement Model includes clear guidelines on data usage, access controls, and tool selection. AI tools are integrated in ways that respect client security policies and compliance requirements. Sensitive data remains protected. Human engineers maintain oversight over all critical decisions. AI acts as an assistant, not an autonomous authority.

This balanced approach ensures that clients benefit from improved productivity while maintaining control and accountability.

A Measured Evolution of Delivery Practices:

Mobisoft does not present the AI-Augmented Engagement Model as a sudden break from established engineering practices. Instead, it builds on proven delivery foundations and enhances them with modern capabilities.

Agile principles, code quality standards, and DevOps practices remain central. AI simply helps teams execute these practices more efficiently. It reduces friction in daily work and provides better visibility into results.

Over time, this leads to a more mature and resilient engineering process. Teams learn from data and refine workflows. They spend more time on meaningful improvements and less time on routine tasks.

Client Collaboration and Custom Engagements:

Every organization works differently. Mobisoft adjusts each engagement based on product complexity, compliance needs, and delivery goals. Some clients want faster feature development with AI support. Others care more about strong testing and stable operations. The model supports different priorities while keeping delivery clear and efficient.

Mobisoft teams work closely with client stakeholders to define success metrics from the start. They review progress regularly using real data, which helps keep the project aligned with changing business priorities.

ITVibes Shows How AI Turns Websites Into Lead Engines

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ProfileTree Web Design and Digital Marketing Helps Belfast SMEs Close the Digital Gap with Web Design, SEO, and AI Training

ITVibes: Full-Service Digital Marketing Agency in Houston

New guidance explains how AI-backed optimization helps local service businesses generate measurable leads, not just traffic.

Many small and mid-sized businesses invest in professional websites but fail to see meaningful lead generation from them. ITVibes, a Houston-based digital marketing agency, is educating local service companies on how artificial intelligence can transform underperforming websites from static brochures into active lead engines that drive measurable growth.

AI allows us to see how real users interact with a site, where they get stuck, and why they leave without converting. Once you understand that behavior, you can turn a website into qualified leads.”

— Siva Yenneti

For years, businesses have treated websites as digital placeholders rather than revenue tools. While modern designs look polished, they often lack the structure, content strategy, and performance optimization needed to convert visitors into customers. ITVibes is addressing this gap by showing how AI-backed optimization uncovers hidden issues that limit lead generation and provides data-driven solutions to fix them.

“Most local service websites look good but don’t work hard enough,” said Siva Yenneti, CEO of ITVibes. “AI allows us to see how real users interact with a site, where they get stuck, and why they leave without converting. Once you understand that behavior, you can turn a website into a reliable source of qualified leads.”

One of the most common mistakes ITVibes sees is relying on generic content that fails to match real search intent. Many businesses focus on ranking for broad keywords without addressing what potential customers are actually looking for when they visit a site. AI-powered analysis helps identify content gaps, missed keyword opportunities, and confusing page structures that prevent users from taking action.

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Common Website Issues That Limit Lead Generation
Even well-designed websites can struggle to convert visitors into customers. Many issues are subtle, hidden in site speed, layout, or content, but they can have a big impact on leads, including:
– Slow page speeds that frustrate visitors
– Unclear or missing calls to action
– Layouts that don’t guide users toward forms or phone calls
– Hidden patterns in user behavior that manual reviews miss
– Actionable roadmap for improving engagement and conversions

ITVibes has seen firsthand how layering AI optimization onto existing websites and marketing campaigns delivers measurable results. In one recent Houston-based service business case, AI-backed improvements led to higher-quality traffic, longer time on site, and a noticeable increase in inbound leads within weeks of implementation. Rather than rebuilding from scratch, the optimization focused on refining content, improving navigation flow, and aligning pages with user intent.

“What makes AI powerful is speed and clarity,” Yenneti added. “Instead of guessing what might work, businesses can make decisions based on real data. That’s when websites stop being passive and start contributing directly to revenue.”

The agency emphasizes that AI does not replace human strategy. Every recommendation generated through AI tools is reviewed and refined by the ITVibes team to ensure it aligns with the client’s goals, industry, and audience. This balance between automation and expertise allows businesses to move faster without losing strategic direction.

ITVibes works primarily with service-based businesses, including home services, professional firms, and B2B companies across Houston and beyond. By combining AI optimization with proven SEO and digital marketing strategies, the agency’s website design services help clients improve lead quality, reduce wasted ad spend, and build sites built for long-term growth.

EnforceAuth Free Version Gives Enterprises AI-Native Auth for AI Agents, Machine Identities & Non-Human Workloads

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EnforceAuth Free Version — with no vendor lock-in

EnforceAuth announced the waitlist of the free version of the EnforceAuth Platform, making its AI Security Fabric accessible to enterprise organizations worldwide. The Free tier is designed to help organizations begin governing AI agents, automated workflows, and machine identities in production environments where authorization controls have not kept pace with deployment.

The announcement comes as enterprises face a widening gap between AI deployment and AI governance. AI agents are increasingly operating as production infrastructure at large organizations, autonomously accessing customer records, executing financial transactions, invoking downstream models, and modifying critical systems. According to recent industry research, 88% of organizations reported confirmed or suspected AI agent security incidents in the past year, and more than half of all deployed agents operate without any security oversight or logging.

Recent consolidation in the authorization and identity security market has reduced the number of independent, vendor-neutral options available to enterprises. The identity security market is projected to nearly double from $29 billion to $56 billion by 2029, according to IDC, underscoring the growing demand for solutions that operate across multi-vendor security environments.

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“Authorization is the defining security challenge of the AI era,” said Mark Rogge, Founder and CEO of EnforceAuth. “Enterprises are deploying AI agents at scale, but the frameworks to govern what those agents actually do have not kept pace. We built EnforceAuth to answer a fundamental question: Is this specific action, by this specific agent, under these specific conditions, authorized right now? Every enterprise should be able to govern what their AI agents do with the same rigor they govern what their people do. We’re removing barriers to adoption — starting with price.”

What the Free Version of the EnforceAuth Platform Delivers
The EnforceAuth AI Security Fabric introduces decision-centric authorization, a shift from governing access to governing actions. Every operation initiated by a human user, nonhuman user, AI agent, automated workflow, or machine identity is evaluated as a discrete authorization decision — with full context including actor identity, delegation chain, resource sensitivity, operational conditions, and business policy — before execution is permitted.

The platform is designed for agentic AI environments. It enforces continuous identity verification and authorization across both human and non-human identities at every decision point, not just at login. It natively supports delegated authority, time-bounded permissions, scoped agent capabilities, and contextual decision evaluation for environments where software reasons, delegates, and acts across system boundaries without human intervention. Every authorization decision is recorded with full audit fidelity, providing the evidence trail that regulators under the EU AI Act, DORA, and emerging AI governance frameworks require.

EnforceAuth was architected for a world where the majority of consequential decisions are made by software, not people. The platform operates as a vendor-neutral control plane that integrates across existing security stacks rather than requiring consolidation onto a single platform.

The Growing Authorization Gap in Enterprise AI
According to recent industry data, only 14.4% of organizations report that all AI agents go live with full security and IT approval. Fewer than one in four teams treat AI agents as independent, identity-bearing entities. Nearly half still rely on shared API keys for agent-to-agent authentication.

Regulatory requirements are also increasing. The EU AI Act’s enforcement provisions are active. DORA mandates continuous oversight of digital operations across financial services. Boards and audit committees are seeking documentation of AI governance that many organizations are not yet equipped to produce. Fortune 500 companies in financial services, healthcare, insurance, and critical infrastructure face the convergence of autonomous AI deployment, regulatory scrutiny, and evolving authorization requirements.

Enterprise Authorization Expertise
EnforceAuth was founded by Mark Rogge, the former Chief Revenue Officer at Styra, the company behind Open Policy Agent (OPA) that established the enterprise standard for policy-as-code. Rogge previously held senior leadership positions at GitLab and Weights & Biases, where he scaled enterprise security and AI infrastructure platforms through critical growth phases. The team brings direct expertise in authorization frameworks, Zero Trust architecture, and deploying enterprise security at Fortune 500 scale.

TrackIt Named Launch Partner for AWS Elemental Inference Video Analysis Service

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TrackIt - Cloud Consulting & S/W Development

TrackIt, an Amazon Web Services (AWS) Advanced Tier Services Partner specializing in Media, Entertainment, Gaming, and Sports, has been selected as a launch partner for AWS Elemental Inference, a new video analysis service within the AWS Elemental portfolio. TrackIt has integrated Inference into TrackFlix Live for a live demonstration at the 2026 NAB Show.

Video analysis only becomes valuable when it fits naturally into production workflows”

— Brad Winett, President of TrackIt

AWS Elemental Inference is designed to analyze live video streams within AWS Elemental MediaLive and output video-specific features that can be directly integrated into media workflows. Initial capabilities include independently configurable smart cropping outputs for vertical and social video formats, as well as clipping outputs that generate semantic tags with associated quality indicators and timestamps. The service also produces enriched metadata, with additional features planned for future releases.

As a launch partner, TrackIt is collaborating closely with AWS teams to validate Elemental Inference in real-world scenarios and demonstrate how advanced video analysis can be operationalized inside production tools rather than remaining isolated as raw data. The integration with TrackFlix Live aims to highlight how video intelligence can support faster decision-making, content discovery, and workflow automation for broadcasters and digital media platforms.

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“Video analysis only becomes valuable when it fits naturally into production workflows,” said Brad Winett, President of TrackIt. “Integrating AWS Elemental Inference directly into TrackFlix Live allows meaningful insights to surface where operators already work, without adding complexity or friction.”

The upcoming NAB demonstration will highlight how AWS Elemental Inference features can be activated and managed through a unified interface, illustrating an end-to-end workflow from live stream analysis to content creation and distribution. This collaboration reinforces TrackIt’s role as an early adopter for emerging AWS media services, with a continued focus on building scalable, production-ready solutions for Media and Entertainment customers.

RocketReach Expands Signal Driven AI Prospecting Through Strategic Partnership with Autobound

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RocketReach Expands Signal Driven AI Prospecting Through Strategic Partnership with Autobound

RocketReach, a leading sales and recruiting intelligence platform, announced a strategic partnership with Autobound to expand its signal-driven AI capabilities and deliver more effective, time saving prospecting for revenue teams.

Through the partnership, RocketReach will incorporate Autobound’s Signal Engine into its data ecosystem, giving customers access to a growing set of 400+ company and contact level signals. These signals include job changes, SEC filings, product launches, company news, social posts, patents, and additional sources that will continue to expand throughout the year.

The combination of RocketReach’s highly accurate contact data, insights derived from millions of active users, and Autobound’s comprehensive signals creates a differentiated foundation for AI driven prospecting. This event-driven approach enables teams to quickly identify meaningful moments to engage, prioritize the right opportunities, and drive more relevant outreach by replacing generic research and guesswork with real time context.

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As RocketReach advances its AI strategy, the company is focused on automating the most time-consuming parts of prospecting so teams can act on relevant events with speed and confidence. RocketReach’s AI philosophy centers on grounding automation in trusted data and real-world context so that AI increases signal and precision and delivers measurable ROI rather than accelerating noise.

“This partnership strengthens the foundation of our AI strategy,” said Scott Kim, CEO of RocketReach. “By combining high quality contact data, insights from millions of users, and hundreds of signals, we are giving customers greater visibility into what matters most across their target prospects so they can focus their time on outreach that actually resonates.”

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In the coming months, RocketReach customers will be able to activate these insights directly within the platform or integrate them into existing tools and workflows through APIs and integrations, supporting how each team prefers to work.

“RocketReach has built a strong foundation around trusted data and ease of use,” said Daniel Wiener, CEO and co-founder of Autobound. “Together, we are enabling revenue teams to turn relevant signals into timely, authentic outreach powered by AI.”

This partnership reflects RocketReach’s continued investment in AI-powered prospecting solutions that help teams reduce wasted efforts, increase relevance, and drive real business outcomes.

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Agiloft Creates AI Operations Function as Human-Centered AI Becomes Core to Enterprise Decision-Making

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Agiloft Creates AI Operations Function as Human-Centered AI Becomes Core to Enterprise Decision-Making

New executive role reflects growing shift from experimental AI adoption to disciplined, organization-wide AI operations and governance

Agiloft, a global leader in data-first contract lifecycle management (CLM), announced the appointment of Noe Ramos to Vice President of AI Operations, a newly defined executive role focused on turning artificial intelligence into measurable business capability. Formerly VP of IT, Cybersecurity and Operations Center of Excellence, Ramos now leads Agiloft’s enterprise AI operating model, a cross-functional strategy centered on human-centered adoption, operational alignment and real business outcomes.

Ramos’ appointment reflects a broader industry shift as organizations move beyond isolated AI pilots toward structured AI operations functions that combine technology, governance, workflow design, and cultural change. Rather than creating a siloed team, Ramos embeds evaluation directly into AI workflows, making it continuous and outcome driven. Drawing on her doctoral background in psychology, she emphasizes trust, change management, and alignment with how people think and collaborate.

“As organizations scale AI, we need disciplined evaluation rather than more tools,” said Ramos. “AI creates value only if it helps people do better work. That means aligning technology with human decision-making, embedding evaluation into workflows, and measuring what matters.”

Over the past year, Ramos has led a company-wide AI operating model that accelerated adoption across teams. Initiatives such as weekly AI Showcases – where employees demonstrate workflows, automations, prompts, and agents they have built – have shifted AI from isolated experimentation to peer-led, repeatable practice. Teams across professional services, customer success, people operations, and IT now use AI to unify data, surface insights faster and reduce manual effort, creating a culture where learning compounds.

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Agiloft has long championed AI-driven contract management through its CLM platform with AI on the inside™. Under Ramos’ leadership, the company applies the same philosophy internally –automating repetitive tasks so teams can focus on higher-value thinking and collaboration.

Eric Laughlin, CEO at Agiloft, added, “Noe is helping us walk the walk inside our own walls, redefining how enterprises approach AI. She is helping us advance how the company operates with intelligence embedded everywhere, ensuring every AI initiative creates meaningful impact for our people and customers. This is the kind of disciplined, human-centered approach companies need as AI becomes core to their operations.”

Internally, legal and operations teams use Agiloft’s CLM to centralize agreements, surface risk earlier in the deal cycle, and improve visibility into obligations and performance. By pairing structured contract data with AI-driven analysis, contracts become living sources of intelligence that inform decisions across finance, sales, and leadership.

Her doctoral work in psychology gives Ramos a rare ability to bridge technology and human dynamics. Her approach is grounded in responsible, human-centered design. Every AI deployment is governed by Agiloft’s AI Policy, emphasizing transparency, consent, security, and accountability. She has operationalized these principles through documented AI intake and vendor approval processes, clear data standards and ongoing employee education.

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“My role is part strategist, part systems thinker, and part change agent. Technology alone does not create transformation; how you implement it does. If you do not deeply understand how your organization actually works, AI will never deliver real value. At Agiloft, we are building AI capacity not just in tools but in mindsets, because this transformation is ultimately about empowering people to work smarter and amplifying their skills. It is a people first approach – not just deploying new technology.”

The impact is particularly visible in sales and go-to-market teams. By connecting Salesforce data with Agiloft’s CLM and AI capabilities, teams can instantly surface contract risks, deal blockers, and customer insights in plain language. This reduces manual analysis, accelerates RFP responses and improves negotiation readiness – boosting speed and confidence across the deal lifecycle as Agiloft continues scaling AI responsibly.

Looking ahead, Ramos will continue advancing Agiloft’s AI strategy across technology, data, operations and people, supporting the company’s vision of becoming an adaptive, AI-forward organization. As Agiloft moves toward 2026, its priority is scaling AI in ways that deepen daily workflow intelligence while preserving human judgment and collaboration.

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CSX Modernizes Data Platform with Infosys & Microsoft

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CSX Modernizes Data Platform with Infosys & Microsoft

Infosys Topaz and Microsoft Fabric joint implementation in transportation delivers real-time analytics, governance and business-ready data foundation 

Infosys, a global leader in next-generation digital services and consulting, announced the successful completion of a major data modernization program for CSX Corporation, a leading rail-based freight transportation company. Built using Infosys Topaz™, an AI-first set of services, solutions and platforms using generative AI technologies, Microsoft Fabric and Microsoft Purview, the transformation is one of the largest deployments of its kind in the transportation and logistics sector.

Infosys led the end-to-end modernization effort, consolidating CSX’s fragmented data landscape into a unified cloud-native platform. The initiative replaced legacy systems with a single, governed data environment designed to improve decision-making, accelerate reporting and reduce operational costs. Automated metadata governance was achieved across 28 domains with 170+ data products created for adoption with AI accelerators, self-serve analytics & Azure monitoring. The program acceleration was enabled via Infosys and Microsoft’s seamless collaboration with CSX to meet their business objectives.

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Through this modernization, CSX achieved significant annual infrastructure savings and established a foundation for predictive analytics, logistics optimization and enterprise-wide operational intelligence.

John Maio, AVP, Enterprise Data & Analytics, CSX Corporation, said, “Collaborating with Infosys Topaz™ and Microsoft has enabled CSX to fundamentally transform our data landscape. By modernizing our reporting and analytics platform with Microsoft Fabric, we’ve consolidated over 50,000 legacy reports into just 1,200 actionable insights, empowering our teams with real-time intelligence and AI-driven decision-making. This transformation not only saved us thousands of hours through automation but also laid the foundation for a data-driven culture across our organization. We’re now equipped to unlock new opportunities in predictive maintenance, logistics optimization and operational efficiency—truly Making Data Talk® for CSX.”

Arun Ulag, President, Azure Data, Microsoft, said, “CSX’s journey with Infosys Topaz™ exemplifies the power of Microsoft Fabric to unify and modernize enterprise data estates at scale. By leveraging Microsoft Fabric’s intelligent, agentic data platform and robust governance capabilities, CSX has accelerated time-to-insight and enabled real-time analytics across critical business domains. We’re proud to see how our collaboration is helping CSX become AI-ready, driving measurable business impact and setting a new benchmark for innovation in transportation and logistics.”

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Karmesh Vaswani, EVP & Global Head, Consumer, Retail & Logistics, Infosys, said, “Our strategic collaboration with CSX and Microsoft reflects Infosys’ commitment to helping enterprises become AI-first. By leveraging Microsoft Fabric and our Infosys Topaz™ offerings, we delivered a unified, governed data platform that empowers CSX to anticipate disruptions, optimize operations, elevate customer experience and improve employee productivity. This transformation demonstrates how data and AI create measurable business impact at scale.”

The initiative was supported through Infosys’ long-standing collaboration with Microsoft, including joint participation in design and architecture planning and early access to Microsoft Fabric features.

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Docusign Partners with Anthropic to Bring Its Intelligent Contract Workflows to Cowork

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Docusign Partners with Anthropic to Bring Its Intelligent Contract Workflows to Cowork

Docusign, the leader in AI-powered contract management, announced that its Intelligent Agreement Management (IAM) platform is available as part of Anthropic’s Cowork. By connecting to Docusign in Cowork, businesses can securely create, review, send, and manage agreements from start to finish — all through natural language prompts in Cowork.

This integration transforms how teams work with agreements, moving from passive summarization to active execution like drafting agreements, routing them for review, and triggering downstream actions across legal, sales, procurement, HR, and beyond.

“Docusign and Anthropic are raising the bar for agreement actions,” said Allan Thygesen, CEO of Docusign. “What Docusign brings to agentic experiences like Cowork is deep context across all business agreements — the intelligent workflows that know how to act on that context and the trust, security, and scale enterprises expect.”

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“Cowork is designed to turn intent into action across complex, multi-step work,” said Matt Piccolella, Product Lead for Enterprise Apps at Anthropic. “Partnering with Docusign brings a leading system of record and execution for contracts into the Cowork experience, so people can confidently automate agreement workflows that matter most to their business.”

Here are just a few examples of what teams can accomplish:

  • Use natural language to draft a contract from Docusign’s Master Service Agreement template, populate business details, and route it to Legal for review
  • Instantly surface all customer contracts expiring in the next 90 days with a price increase clause, and take action directly from the results
  • Review AI-suggested redlines on a service contract, align them to company policy, and trigger a vendor review workflow
  • Request a summary report of all active contracts with a “data protection” clause and export it, formatted and ready to share
  • Initiate a new customer onboarding workflow and get notified the moment identity verification is complete, without leaving Cowork

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Empowering teams where they already work
Modern enterprises shouldn’t have to context-switch or choose between their preferred AI tools and their most critical agreement workflows. With Docusign natively integrated into Cowork, teams can execute sophisticated contract workflows without interrupting how and where they work.

Built on enterprise trust
The Docusign connector, built on the Model Context Protocol (MCP), brings enterprise-grade security to every agreement workflow in Cowork. Businesses must be authenticated by the platform, access is permission-based, and agreement data remains private and under the customer’s control.

The Docusign MCP connector is available today in beta globally, in English only, through Anthropic’s Connectors Directory for Docusign customers.

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AdImpact Launches AdMo+ Platform

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Analytic Partners Identifies ‘5 Forces Shaping Marketing Budget Decisions in 2026’

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New platform unifies political ad intelligence and expands CTV capabilities ahead of the 2026 midterms

AdImpact, a leading advertising intelligence company, announced the launch of AdMo+, an expansion of its existing television intelligence platform designed for the evolving political landscape.

AdMo+ integrates AdImpact’s advertising spend data, rate data, and creative analysis, including the industry’s largest ad catalog of over 1.6 million unique creatives across all 210 US markets, into one platform.

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Built for the increasing convergence of linear and streaming television, AdMo+ enhances AdImpact’s CTV offerings with the introduction of the industry’s first CTV ad alert system and zero share reporting across linear and CTV environments, enabling campaigns to identify competitive gaps in real time. These capabilities expand upon AdImpact’s CTV Intelligence, the most comprehensive CTV coverage available in the political marketplace.

The new platform features a significantly faster dashboard experience, integrated Cook Political Ratings, ZIP code and congressional district breakouts, a Custom Query Tool for advanced data exploration, traffic validation tools and a customizable airing log. By eliminating fragmented workflows and manual reporting, AdMo+ provides campaigns, agencies, and media buyers with a single source of truth for political advertising intelligence.

“Streaming television is projected to see the biggest increase in spending during the 2026 midterms, so political campaigns need a platform designed for the new media mix,” said John Link, SVP of Data at AdImpact. “By combining real-time streaming alerts, seamless comparison between linear and digital TV activity and comprehensive market coverage, AdMo+ gives advertisers the intelligence they need to move faster and compete more effectively at scale.”

“In the fast‑moving political landscape, our clients win when they have data and analysis to make informed decisions,” said Bradley Perseke, Partner, GMMB. “Unified spend, creative, and CTV data in one dashboard makes that possible.”

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Engageware to Share Agentic AI Deployment Playbook for Telecom at Mobile World Congress 2026

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TapClicks Expands Unified Marketing Intelligence with AudioGO and Instacart Instant-On Connectors

Engageware - The most used AI-powered customer engagement platform for regulated industries.

CEO Dan O’Malley to Join NetUno Chairperson and IDC Vice President for Executive Discussion on Scaling Agentic AI Across Service, Sales, and Field Operations

Engageware, the most used AI-powered customer engagement platform for regulated industries, announced it will showcase at Mobile World Congress 2026 how telecom providers can scale agentic AI into production with the governance, auditability, and operational controls required in high-volume, compliance-ready environments.

Engageware helps telecom providers scale agentic AI into production with the governance, auditability, and operational controls required in high-volume, compliance-ready environments.

“Telecom providers don’t struggle with AI ambition, they struggle with orchestration and governance,” said Dan O’Malley, CEO of Engageware. “At Mobile World Congress, we’ll share a practical deployment playbook that helps operators confidently move from prototype to production, so AI agents can operate across touchpoints while maintaining the compliance, auditability, and control telecom environments require.”

Trusted by more than 600 global enterprises, including 20% of the top 20 telecom providers in the Americas, Engageware will present a deployment framework designed for scaling automation across digital and human-assisted journeys while protecting trust, brand integrity, and compliance.

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Engageware (Stand 7F35, Hall 7) to Showcase AI Deployment Playbook and Telecom Use Cases

Engageware will showcase its AI deployment playbook alongside live demonstrations of telecom-ready journeys, including:

  • Billing and usage support (explanations, disputes, promotions, bundles)
  • Plans, upgrades, and add-ons (guided discovery, eligibility-aware flows)
  • Retail store appointments, installations, and field service scheduling
  • Sales qualification and lead capture (handoff-ready journeys)
  • Agent assist and governed knowledge access
  • Regulated communications and compliance controls

Executive Session to Help Telecom Leaders Move AI from Pilot to Production

From Prototype to Profit: Executive Lessons on Scaling Agentic AI in CX” will be hosted live for Mobile World Congress attendees at 4:05pm on March 4th on the Broadcast Stage in Hall 4 and simultaneously streamed globally for telecom leaders not at the show.

Engageware CEO Dan O’Malley will join NetUno Chairperson Gilbert Minionis and Diego Anesini, Research Vice President, Data & Analytics at IDC, for a live discussion on how telecom providers can move beyond demos to production-scale deployments with measurable business impact. The session will cover what it takes to scale AI agents across customer journeys to drive growth, improve conversion, and reduce cost and churn.

Extending Global Momentum

Engageware’s presence at Mobile World Congress follows its successful AI in CX Summit last fall, which brought together executives from leading banks and telecom providers including Banco Comafi, América Móvil, Banorte, Banco Columbia, and the Mexican Institute of Teleservices (IMT), to share how enterprises are moving beyond AI pilots to production rollouts with measurable ROI. These organizations highlighted their use of governed agentic service and messaging channels such as WhatsApp to accelerate acquisition, improve resolution, and scale engagement in highly regulated environments.

Building on that momentum, Engageware is bringing its governed AI platform to a global stage. To connect with Engageware at Mobile World Congress 2026, visit Stand 7F35 in Hall 7 or click here to schedule time with Engageware experts.

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The 2026 Braze Customer Engagement Review: AI Innovation Meets the Trust Plateau

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The 2026 Braze Customer Engagement Review: AI Innovation Meets the Trust Plateau

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Agentic Commerce Poised to Accelerate; Marketers Fear Losing Direct Relationships as Nearly Half of Surveyed Consumers Expect to Interact with Brands through AI Agents by the end of 2026

Braze , the leading customer engagement platform that empowers brands to Be Absolutely Engaging™, released its 2026 Global Customer Engagement Review (CER). As artificial intelligence (AI) transitions from a back-office efficiency tool to a front-line customer interface, brands face an existential challenge: maintaining a meaningful connection in an increasingly automated landscape. These survey results reveal a critical “Trust Gap,” exposing a widening expectation divide between what businesses believe AI delivers and what customers actually experience. While 93% of marketing leaders believe AI helps them accurately understand customer needs, only 53% of consumers feel brands are successfully predicting their wants. Additionally, while 60% of these marketers use AI to support personalization across channels, nearly half lack the tools needed to orchestrate coordinated experiences across those channels. This disconnect signals a monumental shift in the competitive landscape, where the brands that prioritize real-time context and human-centric value will be best positioned to outpace the status quo.

“As AI reshapes the landscape of customer engagement, the rise of agentic commerce can feel like a moment where marketers’ direct customer relationships are slipping away. But this shift likely represents the most significant opportunity for marketers in a generation,” said Astha Malik, Chief Business Officer at Braze. “To succeed in this new frontier, we must stop viewing AI as a standalone tool and start approaching it as a complete ecosystem where predictive analytics, reinforcement learning, and agents work together to deliver experiences that resonate. In times of disruption, the competitive advantage belongs to those who use new technology to connect more deeply with consumers. By centering the human need for value, convenience, and connection while taking a composable approach to data and intelligence, marketers can build loyalty and lay a sustainable foundation for engagement—no matter what the future holds.”

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The Rise of AI Agents

A fundamental shift is occurring in how people interact with businesses. The report predicts a near-term future of “bot-to-bot” engagement, where consumers increasingly rely on personal AI agents and large language models (LLMs) to manage their digital lives.

  • Doubling Adoption: While only 19% of consumers currently use AI agents for brand interactions, that number is expected to jump to 46% by the end of 2026.
  • Generational Leadership: Gen Z is leading this transition into an agent-led world; 64% already feel brands are maintaining a human touch with AI, compared to 46% of consumers overall.
  • Strategic Intent: Marketers will need to adapt to this new frontier, with 35% of consumers citing the opportunity to negotiate better deals and discounts as a reason to embrace AI agents.

What this looks like for industries

  • Retail: AI-powered fit experts and personalized styling agents, as well as order and delivery management agents
  • Financial Services: Personalized finance agents and trading agents that execute trades based on real-time market signals
  • Healthcare: Frictionless replenishment agents that handle complex natural language requests to reorder supplies.

The Data Standoff and Consumer Skepticism

The consumer survey findings reveal deep-seated skepticism toward brands’ current AI practices, highlighting the high stakes for data handling:

  • The Trust Barrier: 27% of consumers currently refuse to share any data with AI agents, even when promised a superior or more personalized experience. However, the 2026 CER shows that top-performing Braze customers are 30% more likely to use AI to anticipate purchase intent, allowing them to capture demand in real time.
  • Privacy Deal-breakers: Data misuse remains the primary threat to customer retention. 43% of consumers state they would stop engaging with a brand entirely if their personal data were misused.

What Brands Can Do Moving Forward

While the trust gap presents real challenges, the 2026 Customer Engagement Review shows that the financial rewards for brands that prioritize human-centric context are significant. Top-performing brands have moved beyond using AI for simple automation, instead leveraging it to create meaningful exchanges that resonate with consumers. When companies use data to accurately predict and meet customer needs, the result is more than just a transaction; consumers are 30% more likely to stay loyal and 26% more likely to recommend the brand. To succeed , brands must earn the trust of consumers by proving they understand their unique wants and needs, offering personalized experiences and products that genuinely resonate, rather than adding to the digital noise.

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Seemplicity Introduces Seema for Conversational Exposure Intelligence

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Seemplicity Introduces Seema for Conversational Exposure Intelligence

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Seema transforms how security teams interact with exposure data by converting complex questions into real-time answers based on live operational insight

Conductor Brings Native AI Content Optimization to Acquia CMS Through New OEM Partnership

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Conductor

Conductor receives Acquia’s 2025 Partner of the Year award as integration streamlines AI-powered content creation for enterprise teams

Conductor, the only end-to-end, enterprise AEO platform, announced a formal OEM partnership with Acquia, integrating Conductor’s content creation and optimization capabilities directly into the Acquia digital experience platform. As part of the announcement, Acquia has also named Conductor its 2025 Partner of the Year for Advanced Technology, recognizing the collaboration’s impact on customer outcomes and ecosystem growth.

Conductor becomes Acquia’s 2025 Partner of the Year, integrating AI content optimization directly into Acquia CMS to streamline creation and search visibility for enterprise teams.

The partnership enables enterprise content teams using Acquia’s CMS to access Conductor Creator functionality natively within their publishing workflows. Rather than switching between systems or exporting drafts for optimization, the agreement means marketers can research, write, and refine content directly within the CMS using AI-driven insights to guide content structure, relevance, and search visibility.

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The announcement reflects a broader shift in how organizations approach digital visibility as AI reshapes discovery. As AI-driven experiences increase demand for both higher volume and quality of content, teams need tools to create that content efficiently and at scale. Conductor addresses this need with the market’s leading AI-powered content creation capabilities, embedded directly within Acquia’s CMS, streamlining workflows and enabling Acquia customers to create high-quality, AI-assisted content directly in Acquia Source.

“AI has fundamentally changed where and how customers discover brands,” said Pat Kent, VP of Partnerships at Conductor. “Optimization can no longer be considered something to do once content is published. Instead, it must be built into the creation process. By embedding our capabilities directly into Acquia’s CMS workflows, we are helping teams operationalize AI-ready content at the point of production where it has the greatest impact.”

The integration between the two organizations enables marketing teams to align content strategy with real-time insights as they write, supporting both traditional search performance and emerging answer engine visibility. Reducing friction between content creation and optimization enables enterprises managing complex digital environments to improve efficiency while bolstering governance and consistency.

For Acquia, the OEM agreement builds on a partnership that has already delivered measurable value across joint customers. The Partner of the Year designation reflects technical collaboration, customer adoption, and revenue performance within the Acquia partner ecosystem.

“Our customers expect their digital experience platform to help them publish efficiently and improve results,” said Paul Raisanen, SVP of Partnerships at Acquia. “Conductor has shown that search and AI insights are most valuable when they are accessible inside the tools teams already use. Bringing those capabilities directly into Acquia’s platform gives content teams clearer direction while they are writing, not after the fact.”

AI is changing how content is discovered and evaluated. Content systems can no longer function as basic repositories. This agreement reflects a shared focus on making the creation process more informed, structured, and aligned with how modern discovery actually works.

As enterprises continue to adapt to AI-driven search and generative discovery models, this integration provides Acquia customers with a streamlined path to creating content tailored to how audiences now find and evaluate information.

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New Relic Unveils Platform Innovations that Align Technical Performance to Business Outcomes, Making Observability a Value Driver

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New Relic Unveils Platform Innovations that Align Technical Performance to Business Outcomes, Making Observability a Value Driver

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Intelligent Workloads automate discovery of complex dependencies for a complete view into failure causes, reducing MTTR and protecting revenue

Digital experience monitoring innovation provides highly granular visibility into cause of issues impacting customer experience for enterprises using micro front-end architectures

Enhanced agentic AI monitoring shines light on complex multi-agent systems, empowering enterprises to optimize digital workforces and troubleshoot issues with clarity and speed

New Relic, the Intelligent Observability company, announced a series of platform innovations that connect technical performance to customer impact and business outcomes. Led by Intelligent Workloads that automate the discovery of complex dependencies and align system health with business KPIs, New Relic monitors what matters to its customers in the AI era, empowering them to resolve incidents faster and quantify the direct impact of performance on revenue.

New Relic has evolved APM to focus on the modern essentials. This includes Intelligent Workloads, which automates the discovery and mapping of complex dependencies for a 360-degree view of performance, infrastructure, user impact, and business outcomes.

Application Performance Monitoring (APM), the lens through which enterprise health is measured, is evolving to align with applications. New Relic augments traditional APM metrics from all of an enterprise’s apps — including those built via AI — with business understanding by delivering a complete view of a customer’s digital journey and the organization’s third-party data.

“Companies that will thrive in the AI era understand that observability is no longer solely focused on systems performance. It’s now part of the business conversation,” said New Relic Chief Product Officer Brian Emerson. “For organizations, the risk is no longer just outages, it’s being blind to business impact. If teams can’t quickly and confidently answer what changed, how their customers were impacted, or how revenue was impaired, decisions slow down while risk quietly compounds. Drawing on our roots in APM, we’ve evolved monitoring to stay ahead of customer needs and directly align with business metrics.”

The ‘what’ and the ‘why’: Understanding failure causes and business impact with Intelligent Workloads

New Relic’s Intelligent Workloads automate the discovery and mapping of complex dependencies for a 360-degree view of performance, infrastructure, user impact and business outcomes. Leaders can move beyond “green or red” technical indicators and instead quantify exactly how service performance impacts KPIs like revenue, abandoned carts, and user experience. This context-aware observability enables teams to resolve incidents faster, manage modern transaction-oriented and agentic AI workloads with precision, and rapidly quantify the business impact of technical issues—transforming observability from a maintenance task into a strategic driver of service reliability and business growth.

Micro front-end performance monitoring: Granular DEM for every enterprise

Digital experiences that fail to meet customer needs directly erode revenue, yet engineers can struggle to determine the source of an issue within intricate Web architectures. New Relic has enhanced its Digital Experience Monitoring (DEM) solution to meet the monitoring needs of customers with micro front-end (MFE) architecture, where Web apps are broken down into smaller components and often managed by multiple developer teams. Customers can now monitor every component of their MFE architecture and collect metrics on performance timing, errors, renders and lifecycle methods in order to understand upstream/downstream relationships, effects and dependencies that impact the digital customer experience.

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Agentic AI monitoring: Accelerating resolution in the multi-agent stack

An organization rolling out agentic AI must have complete visibility into the interconnected agent-agent mesh to spot and resolve issues before they impact performance. The 2025 Observability Forecast found the majority of organizations are aware of observability’s importance—the use of AI monitoring capabilities went from 42% in 2024 to 54% in 2025—as the cost of business downtime grows. New Relic’s new capabilities for Agentic AI Monitoring include a service map of all interactions between agents, a concise view of agent performance (e.g., number of requests, average latency and error percentages) and a drill down into the trace of a called agent/tool, accelerating problem resolution and improving overall operational efficiency.

AI-strengthened innovations protect mission-critical, revenue-driving applications

Enterprises that connect AI behavior to user experience and business outcomes can deploy AI with confidence. To help teams understand how modern applications actually behave, New Relic introduced several new intelligent platform capabilities:

  • New Relic Lens: To understand the business impact of application performance issues, errors or the costs associated with a product or feature, one needs to combine observability data with data that lives in other systems such as Postgres, Snowflake, or in-house SQL databases. New Relic Lens allows users to connect and query multiple external data sources, all from within the New Relic UI. Users can combine, analyze and correlate telemetry and non-telemetry (e.g., business) data using sophisticated cross-database joins without ingesting the external data.
  • Federated Logs: Enables teams to query data directly at its source, extracting full value and in-context insights without the need for custom schemas or re-ingestion. Using the Pipeline Control Gateway (PCG), logs stored in Amazon S3 storage are automatically processed and formatted, keeping raw data securely within local customer environments so engineers can access granular insights within the same UI, seamlessly integrated with the rest of the stack. This solution accelerates troubleshooting by eliminating manual toil and context switching, ensuring teams meet data residency mandates while maintaining 100% visibility for critical issue resolution.
  • eBPF: Network Metrics: Provide lightweight kernel-level network visibility that complements APM, with zero instrumentation across application, infrastructure, and network layers. The granular Transmission Control Protocol (TCP) and Domain Name System (DNS) metrics, including handshake latency and DNS failures, address blind spots in troubleshooting. Process-level attribution ties network issues back to the originating process, speeding up root cause analysis.
  • New Relic Notebooks: Designed to transform one-off queries into dynamic runbooks, New Relic Notebooks allow users to leverage variables to create adaptable, repeatable investigative flows that can be linked directly to alerts. By combining queries and visualizations with descriptions, teams can document every step of their process. As a saved document, New Relic Notebooks enable users to store their analytical workflows and easily share them with colleagues, making them an essential tool for collaborative knowledge transfer and post-mortem reviews.
  • Homepage: Once the responding engineer has added data to the New Relic Notebook, they return to their Homepage — a personalized start page designed to eliminate context-switching. The intelligent Homepage provides a customizable workspace and an intelligent launchpad for accessing the platform capabilities, entities, dashboards and favorite items essential to daily work.

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GReminders Brings Native AI Meeting Experience to Redtail CRM

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Enhanced integration embeds the entire meeting lifecycle directly into advisors’ primary CRM workflow

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced a major expansion of its long-standing integration with Orion’s Redtail CRM. The enhanced integration brings GReminders AI-powered meeting assistant technology directly inside the Redtail platform, embedding notetaking, pre-meeting intelligence and scheduling natively within advisors’ primary CRM workflow.

Redtail is GReminders’ most widely used CRM integration, with more than 2,500 active advisors. The enhancement represents a significant evolution of the existing partnership. By integrating directly into Redtail, advisors can manage the entire meeting lifecycle—from preparation to follow‑up—without ever leaving the Redtail interface. Together, GReminders and Redtail are providing a complete meeting lifecycle solution within a single platform for financial advisors.

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“Advisors waste a lot of time juggling multiple tools,” said Arnulf Hsu, founder and CEO of GReminders. “They shouldn’t have to choose between adding powerful technology and keeping their workflows simple. AI is expanding advisor tech stacks rapidly, and our expansion within Redtail means their users can take advantage of powerful capabilities without adding operational complexity or switching systems. Bringing GReminders natively into Redtail eliminates friction, saves time and raises the bar for how advisor technology can work together.”

The enhanced integration allows advisors to:

  • Automatically generate AI‑powered meeting notes and store them directly in Redtail
  • Enter every meeting with AI-prepared pre-meeting briefs
  • Enable seamless client scheduling with all activity synced to Redtail contact records
  • Eliminate manual data entry and reclaim hours each week previously spent managing meetings
  • Access scheduling requests, booking activity and AI-generated summaries directly within each client record

Once enabled, a new GReminders meeting tab appears, giving advisors real‑time access to AI-generated summaries, scheduling activity and booking management inside each client record.

“We’re excited to deploy GReminders’ AI capabilities further within Redtail,” said Brian Towner, AVP, Product Strategy at Orion. “This integration addresses the entire meeting lifecycle for our advisors. It not only streamlines scheduling and meeting preparation, but it also helps advisors adopt new AI tools quickly without disrupting the systems they already rely on every day. By keeping workflows centralized, advisors can focus on delivering a consistent, high‑quality experience for every client.”

As advisor technology stacks continue to expand, GReminders’ native Redtail experience helps advisors adopt AI without adding operational complexity. The integration further reduces administrative burden while delivering a more consistent, modern client experience.

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New Relic Launches Innovations to Simplify and De-Risk OpenTelemetry Adoption in the Enterprise

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New Relic Launches Innovations to Simplify and De-Risk OpenTelemetry Adoption in the Enterprise

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APM hybrid agents and Collector Observability give customers choice for app instrumentation and a seamless bridge to open standards at their own pace

New Relic, the Intelligent Observability Company, announced innovations that empower businesses to unlock the full potential of OpenTelemetry (OTel) with more ease and efficiency than ever before. The new capabilities remove the burden and resource drain of integration work, clearing a seamless and cost-effective path for enterprises leveraging open standards.

New Relic unveils APM hybrid agents and Collector Observability to give customers choice for app instrumentation and a seamless bridge to leveraging OpenTelemetry at their own pace.

Best-of-both-worlds instrumentation for unified visibility across the entire software ecosystem

OTel—which provides the standardized tools and APIs needed to capture and transmit telemetry data for any observability stack—is growing in enterprise use, with nearly half of organizations using it in production. However, the shift toward OTel has historically forced a compromise: adopt open standards at the cost of massive refactoring and lost functionality or remain with proprietary agents and risk isolation. This ‘migration tax’ has prevented many enterprises from modernizing their stacks, creating a critical need for a bridge between the two ecosystems. New Relic APM agents now offer enhanced OTel compatibility by embedding OTel API compatibility and instrumentation support directly into the existing language agents. New Relic is committed to furthering the vendor-neutral, implementation-neutral vision of OTel, where telemetry is consumed directly from third-party open source libraries instrumented using the OTel APIs.

Marketing Technology News: MarTech Interview with Omri Shtayer, Vice President of Data Products and DaaS at Similarweb

New Relic’s APM hybrid agents provide a unified data foundation to easily build, deploy, and manage data collection while providing comprehensive backward compatibility with existing New Relic dashboards and alerts, allowing organizations to modernize their telemetry stacks without a ‘rip-and-replace’ effort. This unified approach ensures seamless mixed-mode interoperability—e.g., keeping traces intact across fragmented environments—while empowering teams to adopt OTel capabilities like dimensional metrics and span links at their own pace. Only New Relic unifies these capabilities into a single, intelligent agent that handles both data streams.

“We believe that vendor lock-in should never be a barrier to innovation. Accessing the power of OTel should be seamless, allowing every business to leverage open standards without the traditional complexity,” said New Relic Chief Product Officer Brian Emerson. “With our newest capabilities, we’ve removed the innovation tax many enterprises face when looking to embrace open standards. With an easier migration to OTel, organizations avoid expensive engineering toil, retraining costs, and operational disruptions. Businesses can finally adopt OTel at their own pace, turning open standards into a strategic tailwind rather than a technical burden.”

Standardize on OTel with Infra NRDOT, minus the operational overhead

New Relic’s OTel-based infrastructure monitoring, built on the New Relic Distribution of OpenTelemetry (NRDOT), eliminates the need to choose between rigid proprietary agents and the toil of building OTel pipelines from scratch. It delivers OTel-native visibility for hosts and applications, mapped directly into New Relic dashboards and curated experiences. Its integrated Adaptive Telemetry Processor ensures lean, cost-efficient host process telemetry by filtering out noise. Customers only pay for the most critical insights, allowing teams to standardize on OTel without compromising visibility or increasing data ingestion costs. For customers leveraging Infra NRDOT, New Relic offers enterprise-grade customer support.

Confidently scale OTel adoption through first-class Collector Observability

New Relic’s Collector Observability provides customers with a dedicated, first-class experience for monitoring the health and performance of their OTel Collectors, a proxy that acts as the ‘middleware’ for a business’s observability data. Operating OTel Collectors can leave engineers flying blind because it’s a challenge to distinguish between resource saturation, configuration errors, or connectivity issues. New Relic’s Collector Observability capability reduces these barriers and provides real-time visibility into collector health and performance. This empowers customers to resolve bottlenecks before they lead to data loss, ensuring a seamless and scalable path to OTel adoption.

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