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Customer Success

CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment intelligence, pricing optimization, institutional analytics, and AI-driven audit operations. This week’s developments highlight...

News

QuantumStreet AI Launches Thematic Rotation Index for Institutional Investors

QuantumStreet AI has launched its new Thematic Rotation Index, a long-only investment strategy designed to...

Customer Success

NIQ Enhances Pricing Strategy with AI-Powered Insights

NIQ has come up with Price & Promo Optimizer - an AI-driven Revenue Growth...

News

Grant Thornton Launches AI Audit Platform to Transform Revenue Operations

Grant Thornton has unveiled gtap, an auditable AI-driven audit mechanism of its own, to...

Investment and Budget Allocation

CROFirst Weekly Roundup: Outreach, Goldman Sachs, Apollo.io, Q2, Benzinga, and Apex Drive AI-Powered Revenue and Financial Intelligence

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping...

Strategic Revenue Management

Customer Success

CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation

Investment and Budget Allocation

Fazeshift Secures $22M to Advance Autonomous Finance Operations

Fazeshift, an AI-first platform dedicated to automating accounts receivable (AR) workflows, has secured $17 million in Series A funding that has pushed its total to $22 million. The funding...

Investment and Budget Allocation

Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms

Addepar has introduced Addepar Data Exchange (ADX), a managed data environment designed to help investment organizations unify, manage, and activate data across complex systems to support analytics, investment workflows,...

News

Morgan Stanley Survey Reveals Founders Facing Growth and Funding Challenges

In a new report, Morgan Stanley has pointed out the rapidly growing operational and financial challenges that company founders, Mainly working with private companies, encounter when they are growing,...

Investment and Budget Allocation

Fazeshift Secures $22M to Advance Autonomous Finance Operations

Investment and Budget Allocation

Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms

News

QuantumStreet AI Launches Thematic Rotation Index for Institutional Investors

News

Morgan Stanley Survey Reveals Founders Facing Growth and Funding Challenges

News

Veradigm Launches Health Network Architecture to Deliver Real-Time Clinical and Revenue Insights for Practices

News

demandDrive Joins Clay Program to Boost AI-Driven GTM Execution

Sales and Marketing Alignment

Sales and Marketing SLA Agreement in 2026: How to Align Teams for Predictable Revenue Growth

News

Outreach and ServiceNow Expand AI-Powered Revenue Operations

News

Influ2 Unveils Contact-Level GTM Orchestration to Personalize B2B Buyer Journeys

News

VisiQuate Launches Policy Pulse to Help Healthcare Providers Manage Payer Policy Risks

Customer Success

NIQ Enhances Pricing Strategy with AI-Powered Insights

Investment and Budget Allocation

RedBlack Partners With CAIS to Streamline Alternative Investment Trading for Financial Advisors

News

Gotransverse Partners With Gibson Quai International to Integrate Monetization With Enterprise Workflows

News

Bitdefender Appoints Frank Koelmel as Chief Revenue Officer

Technology and Innovation

Customer Success

CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation

Customer Success

NIQ Enhances Pricing Strategy with AI-Powered Insights

NIQ has come up with Price & Promo Optimizer - an AI-driven Revenue Growth Management (RGM) platform for manufacturers that helps them to experiment...

Customer Success

Glean and Gainsight Integrate to Deliver Unified Customer Context for Revenue Teams

Glean and Gainsight have announced a native integration that embeds Gainsight’s customer intelligence-such as health scores, risk signals, sentiment, and lifecycle data-directly into Glean’s...

Investment and Budget Allocation

Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms

News

QuantumStreet AI Launches Thematic Rotation Index for Institutional Investors

News

Morgan Stanley Survey Reveals Founders Facing Growth and Funding Challenges

News

Veradigm Launches Health Network Architecture to Deliver Real-Time Clinical and Revenue Insights for Practices

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Performance Metrics and Analytics

Customer Success

CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation

News

Grant Thornton Launches AI Audit Platform to Transform Revenue Operations

Grant Thornton has unveiled gtap, an auditable AI-driven audit mechanism of its own, to revolutionize the auditing across its U.S. operations. The platform, abbreviation...

Investment and Budget Allocation

Fazeshift Secures $22M to Advance Autonomous Finance Operations

Investment and Budget Allocation

Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms

Customer Success

CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation

News

Grant Thornton Launches AI Audit Platform to Transform Revenue Operations

Investment and Budget Allocation

Fazeshift Secures $22M to Advance Autonomous Finance Operations

Investment and Budget Allocation

Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms

News

QuantumStreet AI Launches Thematic Rotation Index for Institutional Investors

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