Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping autonomous revenue operations, institutional investment analytics, executive leadership, sales enablement, and AI-powered go-to-market intelligence. This week’s developments highlight how organizations are adopting intelligent platforms, strategic partnerships, and connected data solutions to improve sales productivity, strengthen investment decisions, streamline workflows, and build scalable revenue operations in 2026.
Strategic Revenue Management
Convergint Acquires Wittenbach to Expand Financial Institution Services
Convergint, the independent global services platform for tech-enabled security and fire & life safety solutions, announced its acquisition of Wittenbach Business Systems, expanding its financial institution security and cash automation capabilities. Wittenbach brings more than 50 years of banking industry experience and an established customer base across 29 states.
Investment and Budget Allocation
Marsh Announces the Acquisition of Wilshire
Marsh, the leading professional services firm in risk, strategy, people, and investments, announced that it has agreed to acquire Wilshire, a global investment consulting, solutions, and analytics firm that serves institutional investors and financial intermediaries. The transaction is expected to close in the first quarter of 2027, subject to customary closing conditions, regulatory approvals, and client consents. Financial terms were not disclosed.
Sales & Marketing
SalesHood, the AI-Powered Revenue Enablement Platform, announced SalesHood MCP, which brings trusted answers, approved content, and Digital Sales Rooms into the AI tools sellers already use. Built on the open Model Context Protocol (MCP), SalesHood MCP works with any AI tool that supports MCP, including Claude, ChatGPT, Gemini, Microsoft Copilot, Glean, and Perplexity, and is available now on every SalesHood plan.
Technology and Innovation
Codan Limited has entered into a binding agreement, through its wholly owned subsidiary Zetron, to acquire 100% of Eventide Communications LLC (Eventide), a leading U.S.-based provider of mission critical recording and analytics solutions. The acquisition expands Zetron’s mission-critical ecosystem to bring recording, reporting and critical operational insight together with its proven command-and-control solutions.
Customer Success
Imprint Raises $130 Million to Help Brands Build Customer Loyalty as AI Reshapes Commerce
Imprint, the payments, loyalty, and customer intelligence platform brands use to make every transaction more valuable, has raised $130 million in new financing, valuing the company at approximately $1.9 billion. The round was led by existing investor Khosla Ventures, with participation from existing investors Hedosophia, Ribbit Capital, Spice, Thrive Capital, and new investor Positive Sum. The funding will support the company’s expansion into new payment options and AI capabilities that help brands recognize and reward customers wherever and however they choose to pay.
Article of the Week
Revenue Pipeline Management in 2026: Strategies to Improve Deal Velocity, Conversion Rates, and Revenue Growth
Revenue pipeline management is the process of tracking, qualifying, and optimizing revenue opportunities across the entire lifecycle, from qualified pipeline creation to closed-won deals, renewals, and customer expansion. In 2026, this requires a shift from volume-focused sales tracking to quality-driven Revenue Operations (RevOps). Businesses need better pipeline visibility, faster deal velocity, stronger conversion rates, and forecasts grounded in actual buyer behavior. This article examines the metrics, strategies, and operational changes that can make that happen.
