Perficient, a leading firm in the global AI and technology consulting space, has unveiled its new Agentic Front Office solution. The solution was designed to enable seamless operation of AI agents,...

Perficient, a leading firm in the global AI and technology consulting space, has unveiled its new Agentic Front Office solution. The solution was designed to enable seamless operation of...

Conquest has expanded its AI-powered financial advice platform to independent financial advisors and registered investment advisers (RIAs), making its Strategic Advice Manager (SAM) available directly to firms seeking to...

Wealth management data infrastructure provider Dispatch has officially launched the Dispatch API, externalizing its wealth operations platform for third-party wealthtech platforms, fintech developers, and technology-forward Registered Investment Advisors (RIAs). The...

MEX Exchange, the institutional electronic trading platform of MultiBank Group, has announced the appointment of Brian Liedberg as Chief Revenue Officer and Global Head of Sales, strengthening its commercial...

Perficient, a leading firm in the global AI and technology consulting space, has unveiled its new Agentic Front Office solution. The solution was designed to enable seamless operation of AI agents,...

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping revenue orchestration, embedded banking, alternative investments, healthcare sales intelligence, and...

Customer success has a measurement problem. Many teams still judge performance by renewals, churn and a few customer surveys, then wonder why problems surface...

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping autonomous revenue recovery, AI-powered financial operations, digital asset infrastructure, intelligent...

Alteryx, Inc. an analytics and automation company has introduced new AI features within its Alteryx One platform. Through this release, organizations can seamlessly connect...