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Calabrio Launches Omni Agent Intelligence to Unify Quality Measurement Across Human and AI Agents

Calabrio Launches Omni Agent Intelligence to Unify Quality Measurement Across Human and AI Agents

customer experience management 16 Jan 2026

As AI agents become a permanent fixture in customer service operations, Calabrio is betting that quality management can no longer live inside platform silos.

The workforce and conversation intelligence company has launched Calabrio Omni Agent Intelligence, a new capability embedded within Calabrio ONE that provides a single, vendor-agnostic view of quality and performance across both human agents and AI agents. The solution is already available to Calabrio ONE customers and supports all major CCaaS, CRM, ITSM, and AI agent platforms.

Why It Matters: AI Has Outpaced Quality Governance

Contact centers today operate with a blended workforce—human agents, AI agents, and AI assistants—spread across multiple systems. But performance and quality are often measured separately, depending on the platform.

That fragmented approach creates blind spots.

Leaders may see how an AI bot performs in isolation, but not how it impacts human workload, sentiment, handle times, or customer outcomes across the full journey. According to Calabrio, that gap limits accountability and makes it difficult to understand whether automation is actually improving CX—or quietly degrading it.

One Quality Framework Across the Entire Stack

Omni Agent Intelligence acts as a unified AI quality layer, standardizing interaction data from disparate platforms into a single view of agent performance. Unlike platform-specific analytics, it applies a shared quality framework across both AI and human agents, while still allowing scoring criteria to be tailored by agent type.

This enables organizations to:

  • Compare AI and human agent performance consistently

  • Identify weak handoffs between automation and people

  • Detect underperforming AI agents early

  • Measure how automation affects sentiment, AHT, and outcomes

“Customer service can’t keep treating people and AI as separate worlds,” said Calabrio CEO Dave Rhodes. “Omni Agent Intelligence lets leaders see how teams and technology actually work together—and make decisions based on real insight instead of guesswork.”

Built for Constantly Changing Tech Stacks

As enterprises experiment with AI agents from multiple vendors—and frequently change CCaaS platforms—quality programs often break or require expensive custom BI work.

Calabrio positions Omni Agent Intelligence as a more durable alternative. Delivered within Calabrio ONE, it functions as a quality control tower, maintaining consistent measurement even as platforms are added, replaced, or upgraded.

For QM and CX teams, that means governance stays intact without rebuilding dashboards or re-engineering evaluation models every time the stack changes.

Key Capabilities at a Glance

Calabrio highlights several operational benefits:

  • Day-one visibility: Out-of-the-box views of AI and human agents, including sentiment, QM scores, trending topics, and AHT

  • Improved CX: Better detection of poor automation and handoff failures before they escalate

  • Stronger AI ROI measurement: Clear insight into how AI agents impact workload, customer sentiment, and efficiency

  • Faster decisions: One consistent framework replaces conflicting vendor-specific reports

  • Reduced risk: Unified Auto QM helps surface compliance and performance issues early

  • Future-proof flexibility: Quality programs remain stable even as platforms evolve

The Bigger Picture

As AI agents move from pilot projects to frontline roles, enterprises are under pressure to prove they work—not just technically, but operationally and experientially.

 

Calabrio’s Omni Agent Intelligence reflects a broader industry shift: AI adoption without governance is no longer acceptable. The next phase of customer service innovation will be defined not by how many bots a company deploys, but by how clearly it can measure their impact.

Get in touch with our MarTech Experts.

CDMO Marketers Double Down on SEO, AI, and Hybrid Teams in 2026, New Report Finds

CDMO Marketers Double Down on SEO, AI, and Hybrid Teams in 2026, New Report Finds

artificial intelligence 16 Jan 2026

Marketing teams inside the U.S. contract development and manufacturing organization (CDMO) sector are entering 2026 with cautious optimism—and a much heavier reliance on data, AI, and outsourced expertise.

That’s the takeaway from Altitude Marketing’s 2026 CDMO Marketing Trends Report, a quantitative study based on survey responses from 149 CDMO marketing leaders. The report benchmarks how life sciences marketers are reshaping go-to-market strategies amid pricing pressure, longer sales cycles, and accelerating technological change.

Growth, But Not a Free-for-All

Despite ongoing market uncertainty, CDMO marketing teams are expanding. Nearly 80% of respondents expect headcount growth in 2026, and a similar share anticipates budget increases.

But the data suggests that growth will be disciplined rather than exuberant. Instead of building large in-house teams, CDMOs are leaning toward hybrid resourcing models. Roughly three-quarters of respondents plan to increase their use of external agencies, signaling a preference for flexibility and specialized expertise over permanent staff expansion.

SEO and AI Search Overtake Traditional Channels

The report highlights a decisive shift away from legacy marketing tactics. Organic SEO and AI-driven search emerged as the most effective sources of qualified leads in 2025, outperforming trade shows, print advertising, and even paid digital media.

That momentum is expected to continue. Respondents say these inbound, content-led channels will command the largest share of marketing investment in 2026, reflecting how CDMO buyers increasingly research partners long before engaging sales teams.

For an industry built on trust, regulatory rigor, and long-term partnerships, educational content and discoverability appear to be winning out over splashy top-of-funnel tactics.

AI Moves From Experiment to Infrastructure

AI adoption among CDMO marketers is no longer tentative. According to the report, 70% of respondents now use AI tools daily, primarily for data analysis, information discovery, and content repurposing.

The efficiency gains are tangible. Most respondents estimate saving five to ten hours per week, underscoring that AI has moved from pilot projects into day-to-day operations.

Rather than replacing marketers, AI is functioning as a force multiplier—helping lean teams execute more sophisticated strategies without proportional increases in headcount.

Insight for Teams Planning 2026 Budgets

Altitude Marketing positions the report as a practical planning tool for marketing leaders navigating steady—but constrained—growth.

“Marketing leaders at CDMOs are being asked to do more with steady, not unlimited, growth,” said Adam Smartschan, chief strategy officer at Altitude Marketing. “This research gives teams a clear picture of what their peers are prioritizing, where budgets are moving, and which channels and tools are actually delivering results.”

Key findings from the report will be unpacked during a Contract Pharma webinar on January 29 at 11:00 a.m. ET, featuring Smartschan alongside John Boogard, Senior Director of Global Marketing and Product Strategies at ARx. The session will focus on translating benchmark data into actionable 2026 marketing plans.

The Bigger Picture

The CDMO marketing playbook is evolving quickly. Growth is back on the table—but it’s being fueled by SEO, AI-powered efficiency, and flexible operating models, not bloated teams or legacy spend.

For CDMOs competing in an increasingly crowded and global market, the message is clear: smarter marketing, not louder marketing, will define 2026.

Get in touch with our MarTech Experts.

RingCentral Named an IDC MarketScape Leader for AI-Driven Contact Center Workforce Management

RingCentral Named an IDC MarketScape Leader for AI-Driven Contact Center Workforce Management

artificial intelligence 15 Jan 2026

RingCentral is doubling down on its AI-first vision for contact centers—and analysts are taking notice. The cloud communications giant has been named a Leader in the IDC MarketScape: Worldwide AI-Enabled Contact Center Workforce Engagement Management 2025–2026, a recognition that underscores how seriously the market is taking AI’s role beyond chatbots and agent assist tools.

At the center of this recognition is RingWEM, RingCentral’s workforce engagement management suite, which is built natively into its AI-powered contact center platform, RingCX. Unlike many workforce tools that still rely on bolt-on integrations, RingWEM is designed as a core layer of the platform, handling forecasting, scheduling, quality management, and performance analytics in one cloud-native system.

Why IDC’s Call Matters

IDC’s MarketScape doesn’t just look at feature checklists. Its evaluations focus on how well vendors help organizations solve real operational problems—especially at scale. According to IDC Research Director Lou Reinemann, RingCentral stands out for enterprises with global footprints, hybrid workforces, and geographically distributed teams.

That’s a key point. Workforce engagement management has become significantly more complex as contact centers move away from centralized, on-premise models. Predicting demand across regions, managing agent performance remotely, and maintaining service levels while controlling labor costs are now table stakes. IDC’s assessment suggests RingCentral is meeting those demands with an architecture designed for modern, distributed operations—not legacy call center assumptions.

AI Moves From the Agent Desktop to the Ops Room

Much of the recent hype around AI in contact centers has focused on agent-facing tools: real-time prompts, automated summaries, and sentiment analysis. RingCentral’s strategy goes further upstream.

RingWEM applies AI to operational planning itself, using continuous forecasting models that adapt to changing demand patterns without heavy manual intervention. Instead of supervisors relying on static schedules and historical averages, the system dynamically adjusts staffing needs based on real-time and predictive inputs.

This shift has practical implications:

  • Forecasting becomes adaptive, not periodic

  • Scheduling reflects actual demand, not best guesses

  • Quality management scales automatically, using AI-driven monitoring rather than random sampling

  • Supervisors focus more on coaching, less on spreadsheets

In short, AI becomes part of how contact centers are run, not just how agents are assisted.

Native Integration as a Competitive Advantage

One of RingCentral’s most notable differentiators is that RingWEM is natively embedded within RingCX, rather than stitched together from multiple third-party tools. This matters more than it sounds.

Many enterprises today operate with fragmented contact center stacks—one vendor for routing, another for workforce management, another for quality assurance, and yet another for analytics. Each handoff introduces latency, data gaps, and administrative overhead.

By unifying forecasting, scheduling, screen recording, performance analytics, and quality management in a single platform, RingCentral is positioning RingCX as a system of record for both agent experience and customer experience. For large organizations, that can translate into faster decision-making, lower operational complexity, and more consistent service delivery across regions.

Labor Costs, Meet Automation

Labor remains the largest cost center for most contact operations. RingCentral’s pitch—and IDC’s validation—hinges on using AI to make workforce decisions more precise and less reactive.

AI-driven automation helps organizations:

  • Reduce overstaffing during low-demand periods

  • Prevent understaffing that hurts customer satisfaction

  • Maintain consistent service levels without inflating headcount

  • Align agent experience with performance outcomes

This approach reflects a broader industry trend: AI is increasingly being used to optimize economics, not just interactions. Vendors that can tie AI investments directly to cost control and productivity gains are gaining favor with enterprise buyers.

Executive Perspective: Practical AI, Not Flashy AI

RingCentral executives are framing this recognition as validation of a pragmatic approach to AI. According to Jim Dvorkin, SVP of Customer Experience Products, the company’s goal isn’t to showcase AI for its own sake, but to deliver “practical intelligence” that improves conversations and operational resilience.

That emphasis aligns with where many enterprise buyers are today. After years of experimentation, organizations are now asking harder questions: Does this AI reduce effort? Does it improve outcomes? Does it scale without adding complexity?

IDC’s Leader designation suggests RingCentral is answering “yes” often enough to stand out in a crowded market.

Market Context: Workforce Engagement Is Having a Moment

The timing of this recognition is telling. Workforce engagement management is emerging as one of the fastest-evolving segments of the contact center market, fueled by:

  • Hybrid and remote work becoming permanent

  • Rising customer expectations for speed and consistency

  • Pressure to do more with leaner teams

  • Maturation of AI models capable of real-time and predictive analysis

Vendors that treat WEM as a secondary add-on are increasingly at risk of falling behind. RingCentral’s decision to make RingWEM a core pillar of RingCX positions it well against rivals that still rely on fragmented ecosystems.

The Bigger Picture

Being named a Leader in the IDC MarketScape doesn’t guarantee market dominance—but it does signal credibility. For enterprises evaluating long-term contact center platforms, especially those with global operations, RingCentral’s AI-driven, integrated approach to workforce engagement is likely to resonate.

 

More broadly, this recognition highlights a shift in how the industry defines “AI-powered contact centers.” It’s no longer just about smarter agents. It’s about smarter planning, smarter staffing, and smarter use of human talent at scale.

Get in touch with our MarTech Experts.

Ketch Launches Opt-Out Sync to Enforce ‘Do Not Sell’ Across the Entire Data Stack

Ketch Launches Opt-Out Sync to Enforce ‘Do Not Sell’ Across the Entire Data Stack

technology 15 Jan 2026

As U.S. privacy enforcement sharpens, consent banners alone are no longer enough—and regulators are making that clear. Ketch, the AI-powered privacy management company, has announced the general availability of Ketch Opt-Out Sync, a new capability designed to finally close one of the most persistent gaps in enterprise privacy operations: fragmented opt-out enforcement.

Opt-Out Sync extends Ketch’s Identity Sync framework, giving organizations a way to honor “Do Not Sell or Share” requests consistently across browsers, devices, and backend systems—without forcing consumers through repetitive forms or identity verification hoops.

Regulators Are Raising the Bar

Recent settlements involving companies such as Honda, Healthline Media, and Jam City have sent a strong signal from U.S. regulators: opt-out experiences must be frictionless, transparent, and comprehensive. Partial compliance—where some systems honor opt-outs while others quietly continue data sharing—is increasingly viewed as unacceptable.

Yet that partial enforcement remains common. Many organizations still rely on disconnected mechanisms that don’t talk to each other. A user may opt out via a consent banner, stopping browser-based tracking, while their data continues to circulate in CRM or email systems. In other cases, a webform opt-out flags backend records tied to an email address, but cookies, pixels, and ad trackers keep firing.

The result is growing compliance risk—and a failure to fully respect consumer intent.

From Front-End Signals to Back-End Enforcement

Ketch Opt-Out Sync is designed to eliminate these blind spots by connecting consent banners, DSR webforms, and backend systems into a single automated workflow. Built on Identity Sync, the system recognizes users across logged-in and logged-out states and applies opt-out choices everywhere data flows.

Crucially, this happens without requiring consumers to repeatedly identify themselves or submit multiple requests. One action is meant to govern all downstream use of their data.

What’s New Under the Hood

Ketch positions Opt-Out Sync as a shift from surface-level compliance to operational enforcement. Key capabilities include:

  • Single-action opt-out enforcement, honoring “Do Not Sell or Share” requests without identity verification or repeat submissions

  • Adaptive opt-out experiences, where forms dynamically adjust based on what the system already knows, minimizing unnecessary data collection

  • Unified workflows for known and unknown users, eliminating parallel opt-out processes

  • Automatically linked consent signals, ensuring banner choices and webform submissions stay in sync

  • End-to-end, audit-ready enforcement, propagating opt-outs across CRM, CDPs, ad platforms, DSPs, and partners—with identity-based logs showing exactly how and where enforcement occurred

This approach reflects a broader industry realization: compliance isn’t just about collecting consent signals—it’s about enforcing them everywhere, consistently.

Why This Matters Now

As state-level privacy laws proliferate across the U.S., enforcement is becoming more aggressive and more technical. Regulators are no longer satisfied with symbolic compliance measures. They’re looking for proof that opt-outs actually stop data sharing across the full marketing and advertising ecosystem.

For brands, that means privacy tooling must integrate deeply with identity resolution, advertising infrastructure, and customer data platforms. Manual processes and siloed tools don’t scale—and they don’t stand up well in audits.

A Shift in Privacy Infrastructure

According to Max Anderson, Co-Founder of Ketch, the industry has focused too long on adding more banners and forms while leaving enforcement fragmented behind the scenes. Opt-Out Sync, he argues, flips that model by tying identity, consent, and enforcement together so a single opt-out actually governs how data is used everywhere it exists.

That framing aligns with a larger MarTech trend: privacy is becoming infrastructure, not just interface. Tools that can automate enforcement across increasingly complex data flows are quickly becoming essential—not optional.

 

For organizations under pressure to demonstrate real compliance, Ketch’s Opt-Out Sync positions itself as a practical answer to a problem regulators are no longer willing to overlook.

Get in touch with our MarTech Experts.

OpenX Strengthens Publisher Development Leadership as Publishers Face AI-Driven Disruption

OpenX Strengthens Publisher Development Leadership as Publishers Face AI-Driven Disruption

advertising 15 Jan 2026

As publishers grapple with shrinking referral traffic, zero-click search, and the growing influence of large language models, OpenX is reshaping its leadership bench to double down on publisher monetization and strategy. The omnichannel supply-side platform has announced two key moves within its Publisher Development organization, signaling where it sees the next phase of growth coming from.

Akhil Savani has joined OpenX as Vice President of Publisher Development, while Rebecca Bonell, a longtime OpenX executive, has been promoted to Regional Vice President of Publisher Development, The Americas. Together, they will oversee how OpenX works with publishers to expand supply, unlock new revenue models, and navigate a rapidly shifting ad and data landscape.

A Strategic Bet on Publisher-Led Growth

The appointments come at a moment when publishers are under pressure from multiple directions. Search traffic is increasingly intercepted by AI-generated answers, audience data strategies are being reshaped by privacy regulation, and monetization is fragmenting across formats like CTV, audio, and digital out-of-home.

OpenX is positioning its publisher development team not just as a sales function, but as a strategic partner helping publishers articulate and defend the value of their inventory and data. The company says its continued investment in leadership talent and global infrastructure is designed to help publishers adapt to emerging technologies while accessing incremental monetization opportunities.

Savani Brings Buy-Side Perspective to the SSP

In his new role, Savani will oversee publisher business development and account management across the Americas. Working closely with Bonell, he will focus on expanding high-quality, direct publisher supply across CTV, video, display, native, DOOH, and audio—with particular emphasis on strengthening OpenX’s connected TV offering.

Savani joins OpenX after nearly a decade at The Trade Desk, where he led global inventory partnerships and operational teams. His experience on both sides of the auction is notable at a time when publishers are increasingly questioning how their inventory is valued in automated marketplaces.

That dual perspective is expected to play a key role as OpenX works with publishers, OEMs, content owners, and virtual MVPDs to drive differentiated demand in CTV—an area where transparency, data access, and yield optimization are top priorities.

Bonell Expands Her Mandate Across the Americas

Bonell’s promotion formalizes a role she has effectively been playing for years. With close to a decade at OpenX, she has been instrumental in building long-term relationships with many of the company’s most strategic publisher partners.

As Regional VP, she will lead publisher business development across the Americas, focusing on onboarding new supply while deepening collaboration with existing partners. Her remit includes helping publishers clearly communicate the value of their inventory and audiences in an increasingly complex, insight-driven marketplace.

Bonell has consistently emphasized quality and trust over sheer scale—a stance that aligns with OpenX’s broader positioning as an SSP focused on fair value exchange rather than volume-first monetization.

Why This Matters for the Market

These leadership changes reflect a broader shift in the ad tech ecosystem. As AI reshapes discovery and consumption, publishers are being forced to rethink how they monetize attention and data. SSPs that simply facilitate auctions are no longer enough; publishers are looking for partners that can help them navigate privacy constraints, optimize yield across formats, and maintain control over their businesses.

By strengthening its publisher development leadership, OpenX is signaling that it sees publisher success as central to its own growth—particularly in high-growth environments like CTV and mobile, where competition among platforms is intensifying.

The move also underscores how talent with deep cross-market experience is becoming increasingly valuable. Savani’s buy-side background and Bonell’s publisher-first approach suggest OpenX is aiming to bridge longstanding gaps between demand and supply, especially as AI-driven decisioning becomes more prevalent.

Looking Ahead

With Savani and Bonell working in tandem, OpenX appears to be betting on a more consultative, partnership-driven model for publisher engagement. As zero-click search and LLM-powered interfaces continue to erode traditional traffic models, that approach may prove critical for publishers looking to protect and grow revenue in the next phase of digital media.

 

For OpenX, the message is clear: publisher development isn’t just about selling inventory—it’s about helping publishers survive and compete in an AI-shaped internet.

Get in touch with our MarTech Experts.

Vonage Brings WhatsApp, RCS, and SMS Natively Into Salesforce Agentforce Marketing

Vonage Brings WhatsApp, RCS, and SMS Natively Into Salesforce Agentforce Marketing

marketing 15 Jan 2026

Vonage is tightening the link between enterprise messaging and marketing automation. The Ericsson-owned communications platform has launched Vonage Conversations for Agentforce Marketing (formerly Salesforce Marketing Cloud), a new solution that embeds two-way messaging channels—including SMS, WhatsApp, and Rich Communication Services (RCS)—directly into Salesforce’s marketing environment.

The move reflects a broader shift in enterprise marketing: conversations, not campaigns, are becoming the primary unit of customer engagement. By integrating programmable communications APIs straight into Salesforce, Vonage is aiming to help brands meet customers where they already are—on messaging apps—without forcing marketers to jump between disconnected tools.

Messaging Becomes Native to the Salesforce Workflow

At its core, Vonage Conversations for Agentforce Marketing allows teams to manage personalized, two-way customer conversations from a single Salesforce interface. Marketers can send and respond to messages, automate interactions, and orchestrate omnichannel journeys using the customer data already stored in Salesforce.

The integration supports a blend of live agents and agentic AI, enabling always-on conversations that scale beyond human availability. Vonage positions this as hyper-personalization at scale: AI-driven interactions that adapt in real time while still allowing human intervention when needed.

Instead of treating messaging as a bolt-on channel, the solution makes it a native part of campaign execution, journey orchestration, and customer lifecycle management.

Why This Matters Now

Enterprise messaging is no longer just about alerts or one-way notifications. Consumers increasingly expect conversational, interactive experiences—and they expect them on the platforms they use daily.

Analysts see this embedded approach as critical. According to Pamela Clark-Dickson, Principal Analyst at the Mobile Ecosystem Forum, the real value of programmable communications emerges when messaging is built directly into everyday business platforms. Embedding AI-powered, omnichannel conversations into Agentforce Marketing allows enterprises to move faster, personalize more deeply, and drive more meaningful engagement without reworking existing workflows.

In practical terms, this means fewer handoffs between systems, faster execution of campaigns, and a clearer path from message delivery to measurable outcomes like clicks and conversions.

AI at the Center of the Conversation

Vonage’s communications APIs don’t just deliver messages—they automate decision-making around them. The platform analyzes customer data in real time to trigger relevant interactions, handle routine tasks, and maintain consistent messaging across channels.

With a single composer inside Salesforce, marketers can design and deploy conversations that adapt dynamically based on customer behavior. Vonage says this approach improves engagement rates while still respecting regulatory and compliance requirements across regions and channels—a growing concern as messaging becomes more interactive and data-driven.

RCS and WhatsApp Are Reshaping Business Messaging

The timing of the launch aligns with major shifts in global messaging behavior. RCS, often positioned as the successor to SMS, is becoming more visual and interactive, making it attractive for branded business communication. Global RCS traffic is projected to exceed 200 billion messages by 2029, signaling growing enterprise adoption.

At the same time, WhatsApp has become a cornerstone of business communication worldwide. Globally, 57 percent of consumers use WhatsApp to engage with businesses or service providers. In EMEA, WhatsApp adoption for business messaging now outpaces SMS, underscoring how quickly consumer preferences are evolving.

By supporting RCS, WhatsApp, and SMS within a single Salesforce-native experience, Vonage is betting that enterprises want flexibility without fragmentation.

Built for Enterprise Scale

Vonage emphasizes that its APIs are already trusted across industries such as retail, finance, and healthcare—sectors where reliability, performance, and compliance are non-negotiable. According to Christophe Van de Weyer, President and Head of Business Unit API at Vonage, the goal isn’t just to send more messages, but to help brands create meaningful, branded conversations across every customer touchpoint.

The integration is designed to support high-volume use cases while maintaining consistent performance, a requirement for global enterprises running complex, always-on customer engagement programs.

Part of a Broader AI Strategy

The launch also fits into Vonage’s larger AI Hub strategy—a portfolio of low-code and no-code components designed to accelerate digital transformation and enable personalized conversations across channels.

It builds on the existing Vonage Conversations for Salesforce offering, extending unified engagement across Agentforce Marketing, Sales, and Service through cross-cloud integration. It also complements Vonage Contact Center, positioning Vonage as an end-to-end player spanning marketing, service, and contact center interactions.

The Bigger Picture

As marketing platforms evolve, messaging is moving from the edge to the center of customer engagement strategies. Vonage’s integration with Salesforce Agentforce Marketing reflects that shift, blending AI, real-time data, and omnichannel messaging into a single operational layer.

 

For enterprises already invested in Salesforce, the appeal is straightforward: richer conversations, less complexity, and a clearer path to scalable personalization. For Vonage, it’s another step toward making programmable communications an invisible—but essential—part of how modern marketing gets done.

Get in touch with our MarTech Experts.

Pavonis Group Acquires CRE Marketing Hub to Embed AI Deeper Into Commercial Real Estate Workflows

Pavonis Group Acquires CRE Marketing Hub to Embed AI Deeper Into Commercial Real Estate Workflows

artificial intelligence 15 Jan 2026

Pavonis Group is betting that the next competitive edge in commercial real estate won’t come from more data—but from smarter ways to use it. The CRE technology integration firm has acquired CRE Marketing Hub, an AI-powered platform purpose-built for commercial real estate professionals, signaling a deeper push into industry-specific artificial intelligence.

The acquisition brings CRE Marketing Hub’s suite of AI agents into the Pavonis ecosystem, where it will operate alongside RealNex, Bid4Real, and Pix-Virtual. Together, these platforms are intended to cover the full CRE lifecycle, from research and prospecting to marketing, underwriting preparation, and transaction execution.

Why This Deal Matters

Commercial real estate has no shortage of tools, but many remain fragmented—CRM in one place, marketing automation in another, underwriting models somewhere else. Pavonis Group’s strategy is to reduce that fragmentation by embedding AI directly into operational workflows rather than treating it as a standalone add-on.

CRE Marketing Hub fits squarely into that vision. Founded by Ross and Tracee Jones, the platform focuses on AI agents trained specifically for CRE use cases, not generic marketing or productivity tasks. The Jones team will continue to collaborate with Pavonis Group, expanding the platform while supporting client adoption.

AI Agents Built for CRE, Not Generic Use

Unlike broad AI assistants, CRE Marketing Hub is designed around the day-to-day realities of brokers, investors, and advisors. Its tools span multiple stages of the deal and business development process, including:

  • Client Insights, which uses AI-driven persona modeling to analyze prospects and client profiles

  • Deal Coach, offering strategic guidance and preparation support for transactions

  • Marketing Center, automating content creation, campaigns, and marketing collateral

Beyond these core modules, the platform includes a wide range of specialized utilities tailored to CRE workflows—translation tools, calculators, prompt libraries, social media content generation, scripts, property profiles, image libraries, and automated offering memorandum creation.

The emphasis is on reducing manual effort while preserving domain-specific accuracy, a key concern in an industry where nuance and local market knowledge matter.

“Real Intelligence,” Not Just AI

Pavonis Group Managing Partner Mark Kingston framed the acquisition as part of a broader philosophy he calls “Real Intelligence”—combining large language models with deep industry expertise.

In his view, AI tools are already reshaping how business gets done, but the real advantage goes to firms that not only adopt AI, but become experts in applying it within their domain. Pavonis believes that pairing CRE-specific AI agents with established platforms like RealNex can help clients deliver better service and compete more effectively.

That message reflects a growing trend across B2B software: buyers are becoming more skeptical of generic AI claims and more interested in solutions that demonstrate clear, industry-aligned outcomes.

Tight Integration With RealNex

A key part of the deal is the planned integration of CRE Marketing Hub into the RealNex operating system. RealNex already functions as a central platform for CRM, investment and lease analysis, presentations, and marketing within CRE organizations.

By embedding CRE Marketing Hub into RealNex, Pavonis aims to streamline how users ingest data, enrich existing records, conduct research, and execute business development strategies—all within a single environment. The goal is faster workflows, fewer handoffs, and improved transactional efficiency.

From prospecting to deal execution, AI agents are positioned to assist at each step, pulling insights from structured and unstructured data while maintaining continuity across systems.

A Broader Platform Play

The acquisition also strengthens the connective tissue between Pavonis Group’s portfolio companies. Bid4Real and Pix-Virtual address transaction and visualization needs, while RealNex serves as the operational backbone. CRE Marketing Hub adds an AI-driven intelligence layer on top, focused on decision support and automation.

This platform-first approach mirrors what’s happening in other vertical software markets, where vendors are consolidating capabilities to reduce tool sprawl and increase stickiness.

The Bigger Picture for CRE Tech

As CRE firms face tighter margins, slower deal cycles, and more demanding clients, automation and intelligence are becoming strategic necessities rather than nice-to-haves. AI that understands CRE-specific language, calculations, and workflows has the potential to meaningfully change productivity—not just incrementally improve it.

With this acquisition, Pavonis Group is positioning itself as a vendor that doesn’t just plug AI into CRE, but weaves it directly into how CRE professionals research, market, and transact.

 

For an industry often criticized for slow technology adoption, the deal underscores a clear message: specialized, workflow-aware AI is moving from experimentation to core infrastructure.

Get in touch with our MarTech Experts.

Diligent Acquires 3rdRisk to Tackle Surging Third-Party Risk With AI

Diligent Acquires 3rdRisk to Tackle Surging Third-Party Risk With AI

artificial intelligence 15 Jan 2026

Diligent is making a decisive move into one of the fastest-growing pressure points in governance, risk, and compliance. The GRC SaaS provider has acquired 3rdRisk, an AI-native third-party risk management platform based in the Netherlands, strengthening its position as a dominant player in enterprise risk technology.

The deal expands Diligent’s ability to help organizations manage increasingly complex vendor ecosystems—an area that has quickly escalated from an operational concern to a board-level priority. It also reinforces Diligent’s rare status as the only GRC vendor recognized as a “Leader” by all five major analyst firms: Gartner, IDC, Forrester, Chartis, and Verdantix.

Why Third-Party Risk Is Now a Boardroom Issue

Third-party risk management, particularly IT vendor risk, has become one of the fastest-growing segments within GRC. Enterprises today rely on sprawling networks of software providers, cloud platforms, data processors, and outsourcing partners—each introducing new regulatory, cyber, and operational risks.

Rising regulatory scrutiny, escalating cyber threats, and deeper digital dependencies have exposed the limits of manual vendor assessments and spreadsheet-driven oversight. Many organizations struggle to maintain real-time visibility into how external partners affect their overall risk posture.

That’s the gap Diligent is aiming to close with this acquisition.

What 3rdRisk Brings to the Table

Founded with an AI-first approach, 3rdRisk focuses on automating the most time-consuming aspects of third-party risk management. Its platform uses AI to handle vendor profiling, assessment workflows, and document analysis across contracts, certifications, and compliance artifacts.

Instead of quarterly review cycles, 3rdRisk is designed to give organizations a near real-time view of vendor performance and risk exposure. Diligent says this can help teams achieve audit readiness in weeks rather than quarters—a meaningful advantage as regulatory expectations continue to rise.

By integrating 3rdRisk into its broader platform, Diligent is extending risk visibility beyond internal controls to the full external ecosystem of suppliers and partners.

From the Boardroom to the Vendor Network

Diligent’s leadership frames the acquisition as a way to unify governance and execution. According to Scott Bridgen, General Manager of Risk and Audit at Diligent, combining Diligent’s AI platform with 3rdRisk’s capabilities creates a more holistic view of risk—one that spans from board oversight down to vendor-level dependencies.

That end-to-end perspective is increasingly important as boards demand clearer answers to questions about supply chain resilience, cyber exposure, and regulatory compliance tied to third parties.

Rather than treating vendor risk as a siloed function, Diligent is positioning it as an integral part of enterprise governance.

AI as an Enabler, Not a Replacement

3rdRisk’s leadership emphasizes that AI is meant to augment—not replace—human judgment. The platform is designed to eliminate manual processes that consume risk teams’ time, allowing professionals to focus on evaluating what actually matters.

According to Bram Ketting, co-founder and CEO of 3rdRisk, joining Diligent accelerates that vision by bringing global scale while preserving the domain expertise that customers expect. It also signals a broader industry trend: AI in GRC is moving beyond experimentation into core infrastructure.

Building on a Year of AI Expansion

The acquisition follows a year of rapid AI-driven product expansion at Diligent. Recent launches include:

  • GovernAI, aimed at streamlining governance workflows

  • AI Risk Essentials, focused on strengthening enterprise risk management

  • AI-enhanced Diligent Entities, modernizing entity and subsidiary management

  • ACL AI Studio, delivering faster, data-driven insights for audit and compliance teams

Adding third-party risk management to this lineup extends Diligent’s AI strategy into one of the most operationally complex areas of GRC.

Competitive Implications

The GRC market has become increasingly crowded, with vendors racing to bolt AI onto legacy platforms. Diligent’s approach—acquiring an AI-native specialist rather than retrofitting existing tools—suggests a push toward deeper, purpose-built capabilities.

As regulators and boards demand more continuous, defensible risk oversight, platforms that can unify internal and external risk data are likely to gain an edge. The Diligent–3rdRisk combination puts pressure on rivals that still treat third-party risk as an add-on module rather than a core capability.

The Bigger Picture

For enterprises, the message is clear: third-party risk is no longer peripheral. It’s central to governance, compliance, and resilience. By bringing 3rdRisk into its ecosystem, Diligent is betting that AI-driven, real-time visibility into vendor risk will become a standard expectation—not a premium feature.

 

As digital dependencies continue to grow, so will scrutiny. This acquisition positions Diligent to meet that moment with a broader, more integrated view of risk—one that extends well beyond the organization’s own walls.

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