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Bi-directional integration enables advisors to speed data collection, cut data entry, and automate workflows across CRMs, planning systems, and custodial platforms Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a new integration

Transforms campaign and buying committee insights into real business results Madison Logic, the leading global digital Account-Based Marketing (ABM) activation platform, announced two strategic innovations that address a critical challenge for enterprise marketers —turning complex buying committee insights into meaningful




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