AI & AUTOMATION 20 CHANNELVISION | WINTER 2026 Despite years of technological advancement in the channel, advisory workflows remain slow, fragmented and largely manual. Advisors today must balance a wide range of responsibilities, often across multiple disconnected tools, leaving less time to focus on relationship-building and business growth. Clarus Communications is transforming the process with Resolve, a new operations platform purpose-built for busy technology advisors. Designed to fit seamlessly into how advisors already work, Resolve acts as a productivity and intelligence layer that enhances preparation, analysis and execution, without replacing existing tools or disrupting established workflows. Advisors continue working within their current ecosystems while gaining an operational advantage that helps them move faster and operate with greater confidence. Resolve enables advisors to engage with more than 25 AI-powered Digital Teammates, each modeled after realworld roles advisors rely on every day. These Digital Teammates function as extensions of an advisor’s team, supporting specific tasks with speed, structure and consistency; simplifying complex tasks and freeing them to focus on high-value work. Digital Teammate examples include a prospect research analyst that produces structured intelligence reports to support business development; a discovery strategy advisor that prepares high-impact, role-specific discovery questions; and a commission analyst that validates supplier payouts and flags discrepancies. Additional Digital Teammates specialize in areas such as sales management, cloud and contact center architecture, installation planning, and long-term account strategy, allowing advisors to automate work that would otherwise require hours of manual effort. Most importantly, advisors remain in the driver’s seat. Digital Teammates can be deployed as needed to support specific workflows, but they never interact directly with customers. The advisor stays at the center of every engagement, using Resolve to prepare better, respond faster and guide customers with greater clarity. “Resolve was designed to add value and deliver expertise where it’s required, not to replace the advisor,” explained Ed Pearce, Clarus managing partner. “Advisors remain the primary point of contact and decision-maker in every engagement.” While many advisors have tried generic AI tools such as ChatGPT, Resolve eliminates the guesswork from using AI. With pre-structured prompts, industry-specific context and guardrails that remove trial-and-error, Resolve ensures consistent, decision-ready output. Advisors do not need to experiment with prompts or determine how to apply the results. The thinking has already been done for them, based on how top-performing advisors research, sell and manage accounts. “I can use ChatGPT, but Resolve is different,” said one advisor using the platform. “It’s already tuned to how I work. I’m walking into conversations better prepared than competitors who are still doing this manually.” Resolve was intentionally developed to be TSD-agnostic and to operate independently of any single TSD or supplier platform. Advisors can continue using the tools and relationships they rely on today, while Resolve enhances execution across the full advisory lifecycle, from initial outreach through long-term account management. While Resolve is new to the channel, its impact will be immediate. As Bain & Company recently noted on AI, “sellers may spend only about 25 percent of their time actually selling to customers.” AI has the potential to significantly increase that percentage by absorbing much of the work that surrounds selling but doesn’t add much value, leaving more time for customer service. “Resolve is a giant leap beyond generic AI tools,” Pearce added. “It offers the ease and familiarity of ChatGPT, but it’s loaded with exclusive insights and industry best practices, which deliver a true competitive advantage.” Resolve fundamentally changes how advisors engage customers providing a new way to research accounts, recommend services and guide them through increasingly complex technology decisions. By implementing intelligence rather than simply automating tasks, Resolve gives advisors a durable competitive edge in an increasingly complex market.o Scan the QR code to explore the full portfolio of Digital Teammates and see how Resolve helps advisors work smarter. Partner Smarter By Gerald Baldino Clarus Resolve gives advisors a competitive edge
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