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Investment and Budget Allocation

Lombard Odier Expands Bloomberg Partnership to Strengthen Investment Risk Management Framework

Lombard Odier has decided to further the relationship with Bloomberg by rolling out a standard investment risk management system that will cover their Wealth Management, Private Banking, and Asset Management divisions....

News

CROFirst Weekly Roundup: Intuit Mailchimp, Zocks, Hightower, Pipedrive, Rightsline and Dispatch Drive AI-Powered Financial Innovation

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

Customer Success

Customer Retention in 2026: Proven Strategies to Reduce Churn and Drive Long-Term Revenue Growth

Customer acquisition used to be the loudest thing in business meetings. More leads. More...

News

Turning Data Into Dialogue: How Intuit Mailchimp’s Analytics AI Is Rewriting the Rules of Marketing Analytics

However, the contemporary digital economy, where data is often referred to as the ultimate...

Investment and Budget Allocation

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...

Strategic Revenue Management

Investment and Budget Allocation

Lombard Odier Expands Bloomberg Partnership to Strengthen Investment Risk Management Framework

Lombard Odier has decided to further the relationship with Bloomberg by rolling out a standard investment risk management system that will cover their Wealth Management, Private Banking, and Asset...

News

EquiLend Partners With Delta Capita to Accelerate Spire Platform Implementations

EquiLend has entered into a strategic partnership with Delta Capita, naming the financial services consulting and technology firm as an implementation partner for its securities finance platform, EquiLend Spire....

News

Daloopa Raises $47 Million Series C to Expand AI-Powered Financial Data Infrastructure

Daloopa, a company that specializes in delivering structured financial data tailored for AI and investment workflows, has secured $47 million in Series C funding round. The round was led...

News

BCG Report: Global Fintech Sector Rebounds with Record Revenue and Profitability

According to the Boston Consulting Group (BCG) and FT Partners' just published Global Fintech Report 2026: From Recovery to Resurgence, the global fintech landscape has stepped up to a...

News

Daloopa Raises $47 Million Series C to Expand AI-Powered Financial Data Infrastructure

News

BCG Report: Global Fintech Sector Rebounds with Record Revenue and Profitability

News

Quinte Expands CaseHUB Capabilities to Help Financial Institutions Modernize Case Operations

Investment and Budget Allocation

Equity Data Science Appoints Sebastian Lonza as Chief Revenue Officer

News

FPT and UOB Forge Strategic Alliance to Advance AI-Powered Banking Transformation

News

CROFirst Weekly Roundup: Intuit Mailchimp, Zocks, Hightower, Pipedrive, Rightsline and Dispatch Drive AI-Powered Financial Innovation

Customer Success

Customer Retention in 2026: Proven Strategies to Reduce Churn and Drive Long-Term Revenue Growth

News

Turning Data Into Dialogue: How Intuit Mailchimp’s Analytics AI Is Rewriting the Rules of Marketing Analytics

Investment and Budget Allocation

Daloopa Secures $47 Million Series C Funding to Strengthen Data Infrastructure for AI-Driven Financial Workflows

Investment and Budget Allocation

Dispatch Debuts ‘Advisor Transitions’ to Streamline Asset and Advisor Migration Across Wealth Management Firms

News

Hightower Names Zocks as Exclusive Artificial Intelligence Partner to Drive Network-Wide Advisory Automation

News

Yieldmo Names Anthony Flaccavento as CRO, Expands Team

News

CENTRL Names Tate Haymond as CRO to Drive Growth Expansion

News

Richardson Launches AI-Powered Accelerate Prism to Strengthen Sales Performance and Revenue Growth

Technology and Innovation

Investment and Budget Allocation

Lombard Odier Expands Bloomberg Partnership to Strengthen Investment Risk Management Framework

Customer Success

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 onboarding actually starts the moment a buyer asks themselves a...

Customer Success

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,...

News

BCG Report: Global Fintech Sector Rebounds with Record Revenue and Profitability

News

Quinte Expands CaseHUB Capabilities to Help Financial Institutions Modernize Case Operations

Investment and Budget Allocation

Equity Data Science Appoints Sebastian Lonza as Chief Revenue Officer

News

FPT and UOB Forge Strategic Alliance to Advance AI-Powered Banking Transformation

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Performance Metrics and Analytics

News

CROFirst Weekly Roundup: Intuit Mailchimp, Zocks, Hightower, Pipedrive, Rightsline and Dispatch 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,...

News

Turning Data Into Dialogue: How Intuit Mailchimp’s Analytics AI Is Rewriting the Rules of Marketing Analytics

However, the contemporary digital economy, where data is often referred to as the ultimate currency, sees this currency transformed for many organizations from an...

News

Daloopa Raises $47 Million Series C to Expand AI-Powered Financial Data Infrastructure

News

BCG Report: Global Fintech Sector Rebounds with Record Revenue and Profitability

Investment and Budget Allocation

Lombard Odier Expands Bloomberg Partnership to Strengthen Investment Risk Management Framework

News

EquiLend Partners With Delta Capita to Accelerate Spire Platform Implementations

News

Daloopa Raises $47 Million Series C to Expand AI-Powered Financial Data Infrastructure

News

BCG Report: Global Fintech Sector Rebounds with Record Revenue and Profitability

News

Quinte Expands CaseHUB Capabilities to Help Financial Institutions Modernize Case Operations

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