Tag:
financial services
Investment and Budget Allocation
Finster AI and FactSet Partner to Advance AI-Native Banking Workflows
Finster AI, a supplier of agentic AI solutions for the financial services industry, is revealing its strategic partnership with FactSet. The partnership was created...
Investment and Budget Allocation
Corebridge Financial and Equitable Holdings Announce $22 Billion Transformational Merger
Corebridge Financial and Equitable Holdings have announced a landmark all-stock merger that will create a leading U.S.-based financial services powerhouse with an estimated valuation...
Investment and Budget Allocation
Datalign Opens Agentic AI Platform to Wealth Firms with Compliance-by-Design Approach
Datalign Advisory has announced the industry-wide rollout of its agentic AI platform, enabling advisory firms to deliver highly personalized, client-facing digital experiences. In contrast...
News
Alviere and Oracle Partner to Embed Payments into Global Enterprise Workflows
Alviere, a prominent company in the embedded finance sector, has signed a multi-year strategic partnership with Oracle to collaborate on making integrated financial services...
Investment and Budget Allocation
Americana Partners Announces Mike Mitchell as Chief Financial Officer
Americana Partners, an independent wealth advisory firm managing more than $12.1* billion in assets announced that Mike Mitchell has joined the executive leadership team...
Investment and Budget Allocation
Overbay Capital Partners Secures Growth Investment from Charlesbank
Overbay Capital Partners has entered into a definitive agreement for a strategic growth investment from funds managed by Charlesbank Capital Partners, marking a significant...
Quick Byte
Sutherland Launches FinAI Hub to Scale Agentic AI Across Financial Services Operations
Sutherland has launched FinAI Hub, an Agentic AI platform for banking and financial services. It helps institutions scale AI beyond pilot projects. FinAI Hub...
Customer Success
CROFirst’s Weekly Roundup: RightRev, Syntax Data, Apollo.io, Affinitiv, Confluent & More
Welcome to CROFirst’s Weekly Roundup, your essential briefing on the latest innovations shaping revenue accounting automation, AI-driven portfolio development, agentic GTM workflows, executive revenue leadership,...
