Welcome to CROFirst’s Weekly Roundup—your trusted digest on the latest in revenue optimization, investment strategies, sales alignment, customer success, and analytics. This week highlights AI-driven finance automation, enhanced wealth advisory platforms, next-generation marketing intelligence, and innovations designed to simplify compliance and strengthen customer trust.
Strategic Revenue Management
BillingPlatform Introduces BP e-Invoice to Simplify Compliance and Speed Payments
BillingPlatform launches BP e-Invoice, a solution built to help enterprises streamline invoicing, ensure compliance, and accelerate payment cycles for improved revenue operations.
Investment and Budget Allocation
Grow with Singlife and InvestCloud Launch Enhanced Digital Platform to Transform Wealth Advisory
Singlife partners with InvestCloud to roll out an enhanced wealth advisory platform, empowering advisors with digital-first tools to deliver more personalized and scalable client experiences.
Technology & Innovation
Appier Launches Agentic AI Across Full Product Line, Redefining ROI-Driven Marketing
Appier expands its portfolio with agentic AI across its product suite, designed to boost ROI-driven marketing campaigns with greater precision and automation.
Technology & Innovation
Tipalti Secures $200M Growth Financing to Accelerate AI-Driven Finance Automation
Tipalti raises $200 million in financing to advance AI-powered finance automation, supporting enterprises with faster, more intelligent financial operations.
Customer Success
Stibo Systems Launches MDM SmartSync for Salesforce to Deliver AI-Ready Customer Data and Strengthen Trust
Stibo Systems introduces MDM SmartSync for Salesforce, enabling enterprises to unify customer data, enhance data reliability, and strengthen client trust through AI-ready solutions.
Performance Metrics & Analytics
PharosIQ Expands AtlasIQ to Give B2B Marketers Unmatched Global Buyer Intelligence
PharosIQ expands its AtlasIQ platform, offering B2B marketers advanced buyer intelligence capabilities to refine go-to-market strategies and accelerate global revenue growth.
⭐ Article of the Week
Top Challenges in Managing Market Development Funds—and How to Overcome Them
This week’s feature explores the complexities of managing market development funds (MDFs), highlighting common challenges and practical strategies CROs can adopt to maximize ROI, strengthen partner engagement, and drive growth efficiency.