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Investment and Budget Allocation
Customer Success
CROFirst Weekly Roundup: Outreach, Lombard Odier, Bloomberg, Pipedrive, FPT, UOB Group & Many More
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...
Investment and Budget Allocation
Lombard Odier Expands Bloomberg Partnership to Strengthen Investment Risk Management Framework
Lombard Odier has decided to further the relationship with Bloomberg by rolling out a standard investment risk management system that will cover their Wealth...
News
CROFirst Weekly Roundup: Intuit Mailchimp, Zocks, Hightower, Pipedrive, Rightsline and Dispatch Drive AI-Powered Financial Innovation
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...
Investment and Budget Allocation
Daloopa Secures $47 Million Series C Funding to Strengthen Data Infrastructure for AI-Driven Financial Workflows
To cement the backbone of data infrastructure used for artificial intelligence applications in finance, Daloopa has made an announcement regarding a Series C funding...
Investment and Budget Allocation
Dispatch Debuts ‘Advisor Transitions’ to Streamline Asset and Advisor Migration Across Wealth Management Firms
Dispatch, a leading provider of data orchestration architecture for the wealth management sector, has officially launched Advisor Transitions ("Transitions"). This pioneering software solution is...
Investment and Budget Allocation
Rightsline Secures $500 Million Investment From Hg to Expand AI-Powered Rights
Rightsline, a provider of rights and royalties management software for IP-intensive industries, has received a $500 million strategic growth investment from technology-focused investor Hg....
Investment and Budget Allocation
Capchase Secures $200M+ to Expand AI-Driven Vendor Financing Platform for Enterprise Tech
Capchase reveals over $200 million in fresh funding to ramp up its worldwide rollout of embedded vendor financing infrastructure and push forward new AI-driven...
Investment and Budget Allocation
SBI Growth Advisory Secures Strategic Investment From Bow River Capital to Expand Growth Intelligence Platform
SBI Growth Advisory has brought in a strategic investment from Bow River Capital to help ramp up the spread of its growth intelligence platform,...
