Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping AI-powered revenue operations, intelligent investment management, demo automation, embedded payments, financial services innovation, and market intelligence. This week’s stories highlight how autonomous systems, operating-model reinvention, and real-time insights are enabling revenue leaders to increase efficiency, deepen customer understanding, and drive sustainable growth in 2026.
Strategic Revenue Management
Consensus and NewEdge Growth Forge Strategic Partnership to Transform B2B Revenue Operations With AI-Powered Demo Automation
Consensus partners with NewEdge Growth to deliver AI-powered demo automation for B2B revenue teams. The collaboration enhances buyer engagement, shortens sales cycles, and improves conversion by embedding personalized demos across the revenue journey.
Investment and Budget Allocation
Ridgeline Launches Intelligent Operations to Redefine the Investment Management Operating Model
Ridgeline introduces Intelligent Operations, a new capability designed to modernize the investment management operating model. The platform improves operational efficiency, data accuracy, and scalability across front-to-back office workflows.
Sales and Marketing Alignment
Jim.com Recasts Its AI Agent as an Operating System for Microbusinesses
Jim.com evolves its AI agent into a full operating system tailored for microbusinesses. The solution helps entrepreneurs manage sales, finance, and operations more effectively, enabling revenue growth with minimal overhead.
Technology & Innovation
Informativ Introduces SmartPencil and Payments API
Informativ launches SmartPencil alongside a new Payments API to streamline digital documentation and embedded payment workflows. The innovations simplify transaction processes and support faster, more secure revenue collection.
Customer Success
ServiceNow and Fiserv Deepen AI Partnership to Strengthen Financial Services Operations
ServiceNow and Fiserv expand their AI partnership to enhance operational resilience across financial services. The collaboration focuses on automation, risk mitigation, and improved service delivery within revenue-critical processes.
Performance Metrics & Analytics
Arizent Launches AI Answers, a New Frontier in Market Intelligence for Financial Services
Arizent introduces AI Answers, an AI-driven market intelligence solution designed for financial services leaders. The platform delivers faster insights, sharper analysis, and more informed decision-making across revenue and growth strategies.
⭐ Article of the Week
Voice of Customer | Revenue Strategy
This featured analysis explores how modern VoC programs are evolving into strategic revenue engines. It highlights how AI-driven feedback analysis, closed-loop action, and cross-functional alignment help organizations turn customer insight into retention, expansion, and long-term growth in 2026 and beyond.
