Wednesday, October 28, 2026

CAIS Expands AI-Powered Portfolio Monitoring and Investment Research Through Claude

Alternative investment platform CAIS announced an expanded strategic partnership with artificial intelligence pioneer Anthropic, officially integrating its proprietary AI research assistant, CAISey, into Claude for Financial Advisors. The partnership focuses on solving...

Nasdaq Appoints Andrew Murray as SVP of Financial Technology for Asia-Pacific

Nasdaq announced the appointment of Andrew Murray as Senior Vice President, Financial Technology, Asia-Pacific,...

CROFirst Weekly Roundup: Invoca, Mercer Advisors, Jack Henry, CaptivateIQ, ChurnZero, and More

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping...

CROFirst Weekly Roundup: Seismic, PitchBook, ZoomInfo, and More

Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping...

CROFirst Weekly Roundup: RocketReach, Gong, Morningstar, Arcesium, MSCI, and HG Insights & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping...

CAIS Expands AI-Powered Portfolio Monitoring and Investment Research Through Claude

Alternative investment platform CAIS announced an expanded strategic partnership with artificial intelligence pioneer Anthropic, officially integrating its proprietary AI research assistant, CAISey, into Claude for Financial Advisors. The partnership focuses...

Conquest Integrates Verifiable AI Financial Advice Engine With Anthropic’s Claude for Financial Advisors

Global fintech innovator Conquest Planning has introduced a dedicated Model Context Protocol (MCP) connector linking its verifiable artificial intelligence financial advice engine directly into Claude for Financial Advisors, Anthropic’s...

IntegriChain Appoints Chris Hare as Chief Revenue Officer

IntegriChain, the leading provider of revenue optimization technology and consulting for the pharmaceutical industry, announced the appointment of Chris Hare as Chief Revenue Officer. Hare brings more than two decades...

Democratizing Private Markets: How US Capital Global and Equity Trust Redefine Investment and Revenue for Independent RIAs

US Capital Global, a private investment company operating in the USA and headquartered in San Francisco, has forged a partnership with Equity Trust, one of the leading custodians in...

CAIS Expands AI-Powered Portfolio Monitoring and Investment Research Through Claude

Alternative investment platform CAIS announced an expanded strategic partnership with artificial intelligence pioneer Anthropic, officially integrating its proprietary AI research assistant, CAISey, into Claude for Financial Advisors. The partnership focuses on solving...

ChurnZero Launches Native AI Assistant Kit to Unify Account Telemetry and Accelerate Enterprise Customer Growth

Enterprise Customer Success and Growth Platform, ChurnZero, has released Kit, an enterprise AI Assistant for enterprise customer growth and retention teams. Kit is based on...

CROFirst Weekly Roundup: Seismic, PitchBook, ZoomInfo, and More

Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue execution, private market intelligence, go-to-market workflows, sales and...

Join our community of SUBSCRIBERS and be part of the conversation.

To subscribe, simply enter your email address on our website or click the subscribe button below. Don't worry, we respect your privacy and won't spam your inbox. Your information is safe with us.

CROFirst Weekly Roundup: Invoca, Mercer Advisors, Jack Henry, CaptivateIQ, ChurnZero, and More

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping healthcare revenue growth, institutional wealth management, programmable payments, commercial performance,...

CROFirst Weekly Roundup: Seismic, PitchBook, ZoomInfo, and More

Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue execution, private market intelligence, go-to-market workflows, sales and...

Join us today!

Get access to exclusive content

Are you ready to take your experience to the next level? Unlock a world of exclusive benefits by joining our premium content community. As a member, you'll gain access to a wealth of valuable resources, tailored specifically for you.