AI TRANSFORMATION & GROWTH ADVISORY

Transforming B2B Growth Through AI

We don’t just bring AI to marketing. We rethink marketing for what’s now possible with AI.

Refaris helps B2B technology companies identify where AI can create meaningful business value—then redesign the strategies, workflows and intelligence needed to make it happen.

From AI transformation and intelligent workflows to purpose-built marketing agents and AI search, we help organizations move beyond experimentation and put AI to work across the growth engine.

REFARIS connected intelligence visual

AI adoption is surging. AI transformation is not.

AI is already everywhere in marketing. But widespread adoption hasn’t translated into widespread transformation.

AI adoption

90%

of CMOs are experimenting with AI use cases

AI adoption

90%

of CMOs are experimenting with AI use cases

Business transformation

<10%

have scaled AI or captured value across marketing workflows

Business transformation

<10%

have scaled AI or captured value across marketing workflows

Workflow redesign

28%

are fundamentally rewiring marketing teams and workflows

Workflow redesign

28%

are fundamentally rewiring marketing teams and workflows

AI readiness

30%

report mature AI readiness needed to scale effectively

AI readiness

30%

report mature AI readiness needed to scale effectively

The gap isn’t access to AI. It’s turning AI into meaningful business value.

Using AI isn’t the same as transforming with AI.

Using AI

IMPROVE EXISTING WORK

Content Research Summarization Productivity

Using AI

IMPROVE EXISTING WORK

Content Research Summarization Productivity

Transforming with AI

REDESIGN HOW MARKETING OPERATES

Campaigns · Demand · Buyer Engagement · Prioritization · Decisions · Marketing/Sales Coordination · Learning

Transforming with AI

REDESIGN HOW MARKETING OPERATES

Campaigns · Demand · Buyer Engagement · Prioritization · Decisions · Marketing/Sales Coordination · Learning

How would we design marketing today if AI had always been available?

What we do

AI Transformation Advisory

01 / ADVISORY

Move from AI experimentation to business transformation. Opportunity assessment, readiness, workflow redesign, platform strategy, data and intelligence, operating model and implementation.

AI Transformation Advisory

01 / ADVISORY

Move from AI experimentation to business transformation. Opportunity assessment, readiness, workflow redesign, platform strategy, data and intelligence, operating model and implementation.

AI Marketing Agents

02 / AGENTS

Put intelligence to work across the B2B demand engine. Purpose-built agents spanning campaign strategy, demand intelligence, orchestration, nurture and pipeline intelligence.

AI Marketing Agents

02 / AGENTS

Put intelligence to work across the B2B demand engine. Purpose-built agents spanning campaign strategy, demand intelligence, orchestration, nurture and pipeline intelligence.

AI Search & Discovery

03 / DISCOVERY

Prepare your brand for how buyers will discover companies next. Improve visibility across AI-driven discovery and answer environments.

AI Search & Discovery

03 / DISCOVERY

Prepare your brand for how buyers will discover companies next. Improve visibility across AI-driven discovery and answer environments.

AI built for the B2B demand engine.

Traditional marketing automation executes predefined rules. Refaris agents add intelligence to the decisions behind those rules.

Campaign

Demand

Orchestration

Nurture

Pipeline

Learning

Campaign

Demand

Orchestration

Nurture

Pipeline

Learning

Decades of B2B marketing experience. Built into what we do.

Refaris doesn’t start with generic AI and look for marketing problems. Refaris is grounded in decades of real-world B2B experience across campaigns, demand generation, marketing automation, ABM, digital, buying groups, operations and revenue measurement.

Transformation before automation

01

Start with how marketing should operate, not simply what can be automated.

Transformation before automation

01

Start with how marketing should operate, not simply what can be automated.

Intelligence, not just content

02

Bring context and intelligence to the decisions behind the work.

Intelligence, not just content

02

Bring context and intelligence to the decisions behind the work.

Built around existing technology

03

Connect strategy to the platforms and workflows already in place.

Built around existing technology

03

Connect strategy to the platforms and workflows already in place.

Strategy through implementation

04

Bridge the opportunity, operating model and practical execution.

Strategy through implementation

04

Bridge the opportunity, operating model and practical execution.

We’ve seen this transformation before.

More than two decades ago, marketing automation changed what was possible. But technology alone wasn’t transformation. AI represents the next shift—and goes further, connecting intelligence, decisions and learning across marketing.

Marketing Automation

Digital & Data

AI

Intelligent Marketing

Technology adoption creates opportunity. Transformation creates advantage.

Ready to rethink what’s possible?

AI doesn’t just give B2B marketing new tools. It gives us an opportunity to build a better way of working.