Welcome to CROFirst’s Weekly Roundup — your one-stop digest for the latest developments in strategic revenue management, financial innovation, customer success, and performance analytics. This week’s edition explores how global enterprises are integrating AI, cloud, and data intelligence to transform financial operations, elevate client engagement, and drive measurable ROI across industries.
Strategic Revenue Management
Sovos Launches OptiTax Solution to Transform Use Tax Compliance Management
Sovos, a leader in global tax compliance solutions, unveiled OptiTax™, a cutting-edge platform designed to revolutionize use tax compliance for enterprise organizations. This innovative solution aims to shift use tax management from a reactive, audit-driven process to a proactive, strategic financial function.
Investment and Budget Allocation
Terzo Launches NirvanAI Platform to Save Enterprises Billions
Terzo, the enterprise AI platform transforming how companies manage contracts and spend, has unveiled NirvanAI, its next-generation platform designed to redefine contract intelligence for the modern enterprise.
Leadership & Team Management
Jump Acquire Mobile Assistant to Expand AI Leadership for Advisors
Jump, a leading provider of artificial intelligence solutions for financial advisors and services, has acquired Mobile Assistant, a pioneer in advisor transcription services. The acquisition strengthens Jump’s mission to help advisors and clients thrive in the AI era by reducing administrative burdens and enhancing client relationships.
Technology & Innovation
FloQast Partners with Trovata to Streamline Bank Data Connectivity for Accountants
FloQast, the Accounting Transformation Platform created by accountants for accountants, has partnered with Trovata. Trovata is the leader in corporate banking connectivity. This partnership lets finance teams link bank data to the FloQast platform faster and more securely.
Customer Success
RAY ALLEN Launches NexaONE to Unite Sales and Customer Success with AI
RAY ALLEN has introduced NexaONE™, a SaaS platform designed to unify sales enablement, customer success, and IT lifecycle management for network infrastructure technology partners and their clients.
Performance Metrics & Analytics
Impartner Expands European Infrastructure for EMEA Growth
Impartner, the global PRM solutions leader, announces a major European infrastructure expansion. A new Azure data center in the Netherlands supports the growing EMEA business. It offers top-notch security, compliance and performance.
⭐ Article of the Week
Subscription Revenue Growth Strategies: Key Lessons from Leading SaaS Companies in 2025
Retention isn’t an accident. It’s the outcome of how quickly customers see value, how consistently they use your product, and how well your team anticipates their needs. The first 90 days define everything. When new users sign up, their excitement is high but patience is short. This is where Time-to-Value becomes your secret weapon. A guided onboarding experience, clear in-app checklists, and a dedicated Customer Success Manager can turn that early curiosity into long-term trust.
