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Customer Success

CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered customer experience, private credit analytics, and intelligent...

Customer Success

NiCE and RingCentral Expand Partnership to Unify AI-Driven CX and UCaaS Platforms

In a significant move to address growing enterprise demand for unified employee and customer...

News

Cognyte Appoints Adam Philpott as Chief Revenue Officer to Lead Global Market Expansion

Cognyte Software Ltd. , a global leader in AI-powered investigative analytics software, announced the...

News

Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants

In the high-stakes world of private credit, private equity (PE), and venture capital (VC),...

News

Allvue Introduces Next-Generation AI Analytics for Private Credit on OneVue

In the rapidly expanding private capital sector, private credit has surged into a $1.7...

Strategic Revenue Management

Customer Success

CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And More!

Sales and Marketing Alignment

AI-Powered CRM Software in 2026: How Intelligent CRM Is Transforming Sales, Customer Success, and Revenue Growth

AI-powered CRM software is no longer a smarter database. It has sort of quietly become another part of the revenue team. The biggest shift in 2026 isn’t really that...

News

Monk Launches Voice Collections to Automate Accounts Receivable Calls

Monk, an AI-native accounts receivable platform, announced the rollout of Voice Collections. The new capability equips Julia Monk’s proprietary autonomous collection agent with the ability to place outbound collection...

Investment and Budget Allocation

NewEdge Capital Group Expands Envestnet Partnership to Integrate Structured Note Strategies

NewEdge Capital Group, LLC, an invitation-only wealth management platform representing over $5 billion in platform assets under management, announced the extension of its strategic partnership with Envestnet. The integration...

News

Monk Launches Voice Collections to Automate Accounts Receivable Calls

News

Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants

Customer Success

NiCE and RingCentral Expand Partnership to Unify AI-Driven CX and UCaaS Platforms

Investment and Budget Allocation

NewEdge Capital Group Expands Envestnet Partnership to Integrate Structured Note Strategies

News

Lorikeet Names Jerry Brooner Chief Revenue Officer

Investment and Budget Allocation

Beyond Top-Line Growth: How Morningstar’s Capital Allocation Index Redefines Revenue Management and Enterprise Investment

News

Goldman Sachs Alternatives to Acquire AEGIS Hedging to Accelerate Growth in Commodity Intelligence

News

Candid Health Raises $120 Million Series D to Expand AI-Powered Revenue Cycle Platform

News

AdvancedMD Expands AI-Powered Revenue Cycle Solutions with Waystar Integration

News

Cognyte Appoints Adam Philpott as Chief Revenue Officer to Lead Global Market Expansion

News

Transient.AI Appoints Hector Robles as Chief Revenue Officer

News

Kaon Launches Strategic Partnership With Showpad to Boost Sales Performance

Investment and Budget Allocation

Destra Capital Partners with RBC Global Asset Management to Distribute the RBC BlueBay Enhanced Income Fund

News

Matera Modernizes Real-Time Payments Infrastructure with First-to-Market X9.150 Payment QR Code Platform

Technology and Innovation

Customer Success

CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And More!

Customer Success

NiCE and RingCentral Expand Partnership to Unify AI-Driven CX and UCaaS Platforms

In a significant move to address growing enterprise demand for unified employee and customer communication ecosystems, NiCE and RingCentral have announced a multi-year expansion...

Customer Success

CROFirst Weekly Roundup: The Pipeline Group, ZoomInfo, Glean, Ardian, Wafra, Outreach And More!

Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...

News

Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants

Customer Success

NiCE and RingCentral Expand Partnership to Unify AI-Driven CX and UCaaS Platforms

Investment and Budget Allocation

NewEdge Capital Group Expands Envestnet Partnership to Integrate Structured Note Strategies

News

Lorikeet Names Jerry Brooner Chief Revenue Officer

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Performance Metrics and Analytics

Customer Success

CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And More!

News

Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants

In the high-stakes world of private credit, private equity (PE), and venture capital (VC), investment management has reached a critical operational inflection point. While...

News

Monk Launches Voice Collections to Automate Accounts Receivable Calls

News

Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants

Customer Success

CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And More!

Sales and Marketing Alignment

AI-Powered CRM Software in 2026: How Intelligent CRM Is Transforming Sales, Customer Success, and Revenue Growth

News

Monk Launches Voice Collections to Automate Accounts Receivable Calls

News

Lumonic Launches MCP Server to Deliver Audit-Ready Portfolio Data to AI Assistants

Customer Success

NiCE and RingCentral Expand Partnership to Unify AI-Driven CX and UCaaS Platforms

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