Monday, May 25, 2026

Addepar Expands AI Capabilities to Transform Investment Workflows and Financial Operations

Addepar unveiled a Much expanded set of artificial intelligence features integrated into its agents, data engine, and workflow automation tools at its AddeConf26 conference. These innovations aimed at investment professionals aim...

Client Onboarding in 2026: How to Create a Seamless Experience That Accelerates Retention and Revenue

Most companies still think client onboarding starts after the contract gets signed. Wrong starting point. Client...

Acuity Analytics Launches Agentic AI Platform to Accelerate Enterprise Adoption in Financial Services

Acuity Analytics has introduced a new domain-specific Agentic AI platform that will enable financial...

Gotransverse Launches AI-Powered BI & Analytics Solution for Revenue and Monetization Insights

Gotransverse has launched an innovative Business Intelligence (BI) & Analytics platform that targets improving...

Addepar Expands AI Capabilities to Transform Investment Workflows and Financial Operations

Addepar unveiled a Much expanded set of artificial intelligence features integrated into its agents, data engine, and workflow automation tools at its AddeConf26 conference. These innovations aimed at investment...

UpKeep Accelerates AI Asset Operations With Accel-KKR Investment

Up Keep, the flagship asset operations platform used by more than 400,000 users across 60 countries, has secured a strategic growth investment from software-focused investment firm, Accel-KKR (AKKR). The...

V2 Cloud and AccountMate Expand Partnership to Advance Cloud-Native ERP Experience

V2 Cloud has expanded its strategic alliance with AccountMate Software Corporation to help drive AccountMate's transition to a next-generation, cloud-native ERP experience to accommodate mid-market and enterprise customers. Continued...

Gotransverse Launches Self-Service Portal to Streamline Enterprise Monetization Operations

Gotransverse has launched a new Self-Service Portal to supplement its enterprise monetization platform with role-specific, secure access to billing payments invoices, visibility of usage, and account management workflows. The...

Addepar Expands AI Capabilities to Transform Investment Workflows and Financial Operations

Addepar unveiled a Much expanded set of artificial intelligence features integrated into its agents, data engine, and workflow automation tools at its AddeConf26 conference. These innovations aimed at investment professionals aim...

CROFirst Weekly Roundup: Intuit, Coatue, CAIS, ChurnZero, CaptivateIQ, and Coupa Drive AI-Powered Revenue and Customer Growth

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment intelligence, customer success automation, sales planning,...

Customer Success Hiring Guide 2026: How to Build High-Performing Retention and Growth Teams

Customer success used to sit beside revenue teams. In 2026, it sits inside them. That shift changes everything. Companies are no longer hiring CSMs just to...

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CROFirst Weekly Roundup: Osaic, Envestnet, Mercury, Banzai, Treasury Prime, and Acuity Analytics Drive AI-Powered Financial Innovation

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,...

Acuity Analytics Launches Agentic AI Platform to Accelerate Enterprise Adoption in Financial Services

Acuity Analytics has introduced a new domain-specific Agentic AI platform that will enable financial institutions not just to experiment with AI but to derive...

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