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Investment and Budget Allocation
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, BlackRock, AWS, SalesHood, Nuvei, Microsoft, Accenture, WEVO, Amazon Connect & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest breakthroughs in revenue strategy, predictive analytics, AI-driven customer engagement, and next-gen sales...
Quick Byte
Mercer Advisors Acquires Glass Jacobson to Expand Mid-Atlantic Footprint
Mercer Global Advisors has acquired Glass Jacobson Wealth Advisors. This Maryland-based firm manages about $1 billion in assets. This deal boosts Mercer’s presence in...
Investment and Budget Allocation
Ericsson Invests in LotusFlare to Accelerate AI-Driven Network Monetization
Ericsson has announced a strategic equity investment in LotusFlare, acquiring a minority stake to advance their shared vision of developing and commercializing AI-powered telecom...
Investment and Budget Allocation
BlackRock and AWS Forge Strategic Cloud Partnership to Transform Investment Technology
In a big step for the financial services industry, BlackRock and Amazon Web Services (AWS) have teamed up. They will offer BlackRock’s main investment-management...
Investment and Budget Allocation
WTW Strengthens Private Markets Capabilities with Acquisition of FlowStone Partners
WTW has announced its acquisition of FlowStone Partners, a specialist alternative investment firm known for its expertise in private equity secondaries, in a move...
Investment and Budget Allocation
Nomura Partners with OpenAI to Accelerate AI-Driven Innovation in Asset Management
Nomura Holdings has announced a strategic collaboration with OpenAI to advance AI adoption across its asset management and broader financial services operations. Under the...
Customer Success
CROFirst’s Weekly Roundup: PwC–AWS, Green Dot, Omnicom–Interpublic, HCLTech, Custify, Oscilar–Markaaz & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments in revenue strategy, AI-powered transformation, customer success innovation, and advanced analytics....
Investment and Budget Allocation
Green Dot Restructures Through Dual Acquisitions by Smith Ventures and CommerceOne
Green Dot Corporation has announced two major strategic transactions that will split its operations between Smith Ventures and CommerceOne Financial Corporation, creating new opportunities...