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Investment and Budget Allocation

Vise Brings Alpha Architect’s Quantitative Strategies to Its AI Platform for Personalized Wealth Management

In the wealth management business, registered investment advisors (RIAs) have been stuck in a dilemma for quite some time. On one hand, they had the easy, cheap and standardized model portfolios,...

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...

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

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

Investment and Budget Allocation

Vise Brings Alpha Architect’s Quantitative Strategies to Its AI Platform for Personalized Wealth Management

In the wealth management business, registered investment advisors (RIAs) have been stuck in a dilemma for quite some time. On one hand, they had the easy, cheap and standardized...

News

Mbanq Secures First Institutional Investment for $100 Million Funding Program

Mbanq, a U.S.-based provider of banking infrastructure and embedded finance technology, has received the inaugural investment for its newly established institutional funding program from a leading Swiss private bank....

News

FTA Survey: Americans View Buy Now, Pay Later as a Responsible Alternative to Credit Cards

A national survey co-developed by the Financial Technology Association (FTA) and HarrisX shows that most Americans consider Buy Now Pay Later (BNPL) "Pay in 4" plans a legitimate financial...

News

Turnstile Advances Flexible Quote-to-Cash Platform with Read-and-Write MCP for Human and Agent Teams

Flexible Quote-to-Cash (QTC) software developer Turnstile has announced the next phase of its enterprise revenue platform, introducing native support for hybrid human and autonomous AI agent workflows through a...

News

FTA Survey: Americans View Buy Now, Pay Later as a Responsible Alternative to Credit Cards

News

Turnstile Advances Flexible Quote-to-Cash Platform with Read-and-Write MCP for Human and Agent Teams

Investment and Budget Allocation

ATOZ Services Secures Growth Investment from Bregal Sagemount to Accelerate Global Expansion

News

Plume Names Peter Wulfraat Chief Revenue Officer

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

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

Technology and Innovation

Investment and Budget Allocation

Vise Brings Alpha Architect’s Quantitative Strategies to Its AI Platform for Personalized Wealth Management

In the wealth management business, registered investment advisors (RIAs) have been stuck in a dilemma for quite some time. On one hand, they had the easy, cheap and standardized model portfolios,...

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

Turnstile Advances Flexible Quote-to-Cash Platform with Read-and-Write MCP for Human and Agent Teams

Investment and Budget Allocation

ATOZ Services Secures Growth Investment from Bregal Sagemount to Accelerate Global Expansion

News

Plume Names Peter Wulfraat Chief Revenue Officer

Customer Success

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

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Performance Metrics and Analytics

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...

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

FTA Survey: Americans View Buy Now, Pay Later as a Responsible Alternative to Credit Cards

News

Turnstile Advances Flexible Quote-to-Cash Platform with Read-and-Write MCP for Human and Agent Teams

Investment and Budget Allocation

Vise Brings Alpha Architect’s Quantitative Strategies to Its AI Platform for Personalized Wealth Management

News

Mbanq Secures First Institutional Investment for $100 Million Funding Program

News

FTA Survey: Americans View Buy Now, Pay Later as a Responsible Alternative to Credit Cards

News

Turnstile Advances Flexible Quote-to-Cash Platform with Read-and-Write MCP for Human and Agent Teams

Investment and Budget Allocation

ATOZ Services Secures Growth Investment from Bregal Sagemount to Accelerate Global Expansion

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