New integration allows Wealthbox client data to flow from onboarding through multi-custodial account opening, investment management, and reporting within the Amplify platform.

With MARCIEAssist, users describe what they want to accomplish and MARCIEAssist plans and executes supported actions across content, rules, data, and templatesl. MARCIEAssist supports the following ...

As inbox providers and operating systems crack down on generic marketing outreach, poorly personalized messages are increasingly filtered, suppressed, or ignored. Behavioral relevance and real-time ...

Amid AI advances, leaders are pursuing workforce redesign rather than elimination, Gartner finds. Plus: Only 30 percent of marketing orgs can scale AI.

Acquisition extends Aircall from customer communications into multichannel agentic revenue execution, automating follow-ups with prospects, CRM updates, deal scoring, and next steps after every ...

Sweep's new release provides a single agentic layer for the entire delivery lifecycle, across connected systems.

SIX Group is a Swiss financial market infrastructure company that operates the infrastructure for the Swiss and Spanish financial centers, connecting banks, investors, and service providers across the ...

Whisp, a mobile opt-in technology provider, today launched a customer activation platform, turning taps, scans, and clicks into instant customer connections. It can capture opt-ins at the moment of ...

Kindsight, a provider of fundraising and donor intelligence software, has introduced Kindsight Intelligence for iWave, using artificial intelligence to help organizations uncover top prospects and ...

Outreach's new MCP Client and Agentic Ecosystem Marketplace, plus MCP Server let revenue agents act across any sales workflows.

Like Florida and Texas, Latin America and the Caribbean are popular outsourcing destinations due to a high availability of bilingual agents. However, there are high exchange rates and political risks ...

Traditional SFA also required users to adapt to the software. AI copilots adapt the software to the user. It’s a distinction that might sound simple, but it could break the adoption failure loop that ...