CROFirst Newsdesk
Customer Success
ZoomInfo Enables AI-Powered Workflow Automation With Open API and Zapier Integration
In modern B2B go-to-market (GTM) strategy, the primary driver of revenue growth is no longer just the volume of prospect data-it is the speed...
News
Orion Digital Launches AI-Powered Intelligent Investing Platform Focused on Better Investment Decisions
Orion Digital Corp. has brought to market a novel investment tool known as Intelligent Investing. A product of extensive development work in AI capabilities...
News
Ameriprise Expands AI Capabilities to Enhance Advisor Productivity and Personalized Client Advice
Ameriprise Financial announced that their AI strategy continued to evolve with AI enhancements aimed at empowering financial advisors. Besides that, AI would help advisors...
News
Objectway Moves to Acquire SLIB to Expand Capital Markets Technology Capabilities
One of the main WealthTech solution partners and players in the Objectway arena is engaging in confidential talks to buy-out BNPP and Natixis' shares...
News
Popl Partners with RocketReach to Expand AI-Powered In-Person Sales Intelligence
Popl has announced a strategic partnership with RocketReach to enhance its AI-powered event lead capture platform with verified contact and company intelligence. The collaboration...
News
TSG Partners with Stripe to Help SaaS Platforms Turn Payments into a Growth Engine
Payments analytics and intelligence firm TSG has announced a strategic partnership with financial infrastructure developer Stripe. The alliance brings together TSG’s market benchmarking and...
News
Capitolis Appoints Ashwath Bhat as Chief Financial Officer
Capitolis, the financial technology company, announced the appointment of Ashwath Bhat as Chief Financial Officer (CFO), effective August 3. Reporting to Gil Mandelzis, Chief...
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...
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