Monday, June 29, 2026

Morningstar Partners With Microsoft to Deliver AI-Driven Investment Intelligence for Financial Services

The investment industry is heading towards a new era in which artificial intelligence will play a major part in research, portfolio management, and client servicing. AI can Yes quicken the pace...

VisitIQ Appoints Conner Roos as Chief Financial Officer

VisitIQ, a leading AI-driven audience intelligence and activation platform, announced the appointment of Conner...

PagerDuty Appoints Eric Prengel as Chief Financial Officer

PagerDuty, Inc., a leader in AI-first operations management, announced that Eric Prengel has joined...

Nectari Software Strengthens ERP Analytics With Acumatica Milestone

Leading provider of business intelligence reporting budgeting, and data management solutions, Nectari Software has...

CROFirst Weekly Roundup: ChurnZero, Clearwater Analytics, Threekit, Sixth Street Growth, Chronograph, Adonis &More!

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

Morningstar Partners With Microsoft to Deliver AI-Driven Investment Intelligence for Financial Services

The investment industry is heading towards a new era in which artificial intelligence will play a major part in research, portfolio management, and client servicing. AI can Yes quicken...

Akemona Launches CapMark AI Agent to Streamline Digital Asset Offering Creation

Akemona has launched CapMark™ AI Agent, an AI-powered solution designed to help investment banks, asset managers, broker-dealers, and businesses automate the creation, management, and issuance of digital asset offerings....

GrailPay Raises $10.5 Million Series A to Expand AI-Era B2B Payments Risk Network

GrailPay, a provider of bank-account risk and data infrastructure for B2B payments, has raised $10.5 million in Series A funding led by MissionOG, with participation from EJF Ventures, Counterpart...

Beneficient Launches Collateral Management Service with First Banking Engagement

Beneficient a technology-enabled provider of liquidity, trust, and custody solutions for alternative assets, has secured its first third-party engagement to deliver collateral management services for a Texas state-chartered bank...

Morningstar Partners With Microsoft to Deliver AI-Driven Investment Intelligence for Financial Services

The investment industry is heading towards a new era in which artificial intelligence will play a major part in research, portfolio management, and client servicing. AI can Yes quicken the pace...

CROFirst Weekly Roundup: ChurnZero, Clearwater Analytics, Threekit, Sixth Street Growth, Chronograph, Adonis &More!

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,...

The Execution Paradigm: How ChurnZero’s Agentic Essentials Reshapes Customer Success

For years, the Customer Success (CS) industry operated under a reactive, triage-heavy framework. Customer Success Managers (CSMs) spent their days drowning in administration-copying notes...

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CROFirst Weekly Roundup: Acumatica, Nectari Software, ZoomInfo, Clearwater Analytics, Gong, Warburg Pincus, Permira,& More!

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,...

Nectari Software Strengthens ERP Analytics With Acumatica Milestone

Leading provider of business intelligence reporting budgeting, and data management solutions, Nectari Software has made its official announcement that it has become Fulfilled by...

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