Welcome to CROFirst’s Weekly Roundup—your go-to digest on the latest in revenue optimization, investment strategy, customer success, and analytics. This week spotlights AI-powered financial guidance, intelligent automation in marketing and sales, and cutting-edge tools driving compliance, efficiency, and sustainable revenue growth.
Strategic Revenue Management
Claritev and IO Health Join Forces for AI Revenue Optimization
Claritev partners with IO Health to advance AI-driven revenue optimization, combining predictive analytics and automation to help organizations maximize financial performance and operational agility.
Investment and Budget Allocation
Lazard Asset Management Expands ETF Offerings with Launch of Listed Infrastructure Fund
Lazard Asset Management broadens its ETF portfolio with a Listed Infrastructure Fund, providing investors access to infrastructure assets while diversifying returns through data-informed investment strategies.
Sales & Marketing Alignment
Oracle Introduces Role-Based AI Agents to Enhance Marketing, Sales, and Service Efficiency
Oracle unveils role-based AI agents across its suite to empower sales, marketing, and service teams—streamlining workflows, improving campaign accuracy, and accelerating revenue growth through real-time intelligence.
Technology & Innovation
Candidly Introduces AI-Driven Platform to Redefine Personalized Financial Guidance
Candidly launches an AI-powered financial guidance platform, offering enterprises and individuals personalized debt management and savings insights that enhance financial wellness and decision-making.
Customer Success
ChurnZero Unveils Autonomous AI Agents to Accelerate Customer Growth
ChurnZero introduces autonomous AI agents built to optimize customer success strategies, proactively reduce churn, and boost lifetime value through predictive engagement and growth analytics.
Performance Metrics & Analytics
Eventus Launches FRANK AI to Transform Financial Compliance and Surveillance Analytics
Eventus debuts FRANK AI, an advanced analytics platform designed to modernize financial compliance, enhance market surveillance, and deliver greater transparency in global trading environments.
⭐ Article of the Week
Top 5 Partner Relationship Management Tools for Revenue Growth
This week’s featured article breaks down the top partner relationship management (PRM) tools empowering CROs to strengthen collaboration, accelerate deal cycles, and drive measurable revenue growth in competitive markets.
