CROFirst Newsdesk
Investment and Budget Allocation
Vise Brings Alpha Architect’s Quantitative Strategies to Its AI Platform for Personalized Wealth Management
In the wealth management business, registered investment advisors (RIAs) have been stuck in a dilemma for quite some time. On one hand, they had...
News
Mbanq Secures First Institutional Investment for $100 Million Funding Program
Mbanq, a U.S.-based provider of banking infrastructure and embedded finance technology, has received the inaugural investment for its newly established institutional funding program from...
News
FTA Survey: Americans View Buy Now, Pay Later as a Responsible Alternative to Credit Cards
A national survey co-developed by the Financial Technology Association (FTA) and HarrisX shows that most Americans consider Buy Now Pay Later (BNPL) "Pay in...
News
Turnstile Advances Flexible Quote-to-Cash Platform with Read-and-Write MCP for Human and Agent Teams
Flexible Quote-to-Cash (QTC) software developer Turnstile has announced the next phase of its enterprise revenue platform, introducing native support for hybrid human and autonomous...
Investment and Budget Allocation
ATOZ Services Secures Growth Investment from Bregal Sagemount to Accelerate Global Expansion
Independent fund services provider ATOZ Services has announced a strategic growth investment from growth equity firm Bregal Sagemount. Under the terms of the transaction,...
News
Plume Names Peter Wulfraat Chief Revenue Officer
Plume Design, Inc.the global subscriber experience platform trusted by more than 450 Internet Service Providers across 58 countries, named Peter Wulfraat as Chief Revenue...
Customer Success
CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered...
Sales and Marketing Alignment
AI-Powered CRM Software in 2026: How Intelligent CRM Is Transforming Sales, Customer Success, and Revenue Growth
AI-powered CRM software is no longer a smarter database. It has sort of quietly become another part of the revenue team. The biggest shift...
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