Friday, April 24, 2026

CapIntel Integrates Tax Analysis into Investment Proposal Workflow

CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related aspects of portfolio modifications to clients right...

Mattermost Appoints Adam Enterkin as Chief Revenue Officer

Mattermost, the leading sovereign collaboration platform purpose-built for mission-critical operations, announced the appointment of...

iOPEX Launches SuccessPilot AI Agents to Transform Customer Success Operations

iOPEX Technologies has introduced SuccessPilot, a new suite of autonomous and semi-autonomous AI agents...

Alteryx Brings Governed AI Insights to Gemini Enterprise via Google Cloud Marketplace

Alteryx has launched its AI Insights Agent on Google Cloud Marketplace. This tool integrates...

CapIntel Integrates Tax Analysis into Investment Proposal Workflow

CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related aspects of portfolio modifications to...

Consensus to Acquire Peel, Launching AI-Powered Conversational Demo Platform for Revenue Teams

Consensus has entered into a definitive agreement to acquire Peel, marking a strategic move to redefine how businesses engage buyers and drive revenue. The acquisition aims to combine Peel’s...

SkySparc Expands Treasury Capabilities with Acquisition of Covarius and Uniun

SkySparc has acquired Covarius Group Limited and Uniun Technology Limited to strengthen its global treasury transformation offerings and accelerate its European expansion. The move integrates Covarius’ expertise in treasury...

Digits Unveils MCP Server to Power Real-Time AI-Driven Accounting Workflows

Digits has launched the MCP Server, allowing accountants, finance departments, and business owners to integrate AI tools such as Claude, ChatGPT, and Cursor with their real-time, AI-native ledger. This...

CapIntel Integrates Tax Analysis into Investment Proposal Workflow

CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related aspects of portfolio modifications to clients right...

CROFirst’s Weekly Roundup: Clari, Salesloft, Vidyard, Advisor360°, Gainsight, Adyen, and InvestSuite & More

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor workflows, customer success intelligence, financial operations,...

Gainsight Unveils MCP to Boost Customer Success and Revenue

Customer success technology leader Gainsight has announced a major platform expansion with support for the Model Context Protocol (MCP), marking a significant step toward...

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Omni Raises $120M Series C to Scale AI-Driven Enterprise Analytics Platform

Omni, the AI-based analytics platform, disclosed the completion of its Series C funding round that brought in $120 million at a $1.5 billion valuation....

Alteryx Brings Governed AI Insights to Gemini Enterprise via Google Cloud Marketplace

Alteryx has launched its AI Insights Agent on Google Cloud Marketplace. This tool integrates governed analytics into Gemini Enterprise, providing reliable AI-driven business answers....

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