Tag:
Investment and Budget Allocation
Customer Success
CROFirst’s Weekly Roundup: Consensus, NewEdge Growth, Ridgeline, Jim.com, Informativ, ServiceNow, Fiserv, Arizent & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping AI-powered revenue operations, intelligent investment management, demo automation, embedded payments,...
Investment and Budget Allocation
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue
Opto Investments, a platform that streamlines the entire private markets lifecycle to enable wealth managers and institutions to build, fundraise for, and manage programs...
Investment and Budget Allocation
Canoe Intelligence and Confluence Technologies Partner to Streamline Institutional Portfolio Analytics
Canoe Intelligence, an alternative investment data management platform powered by AI, has entered into a strategic partnership with Confluence Technologies to leverage their technologies...
Investment and Budget Allocation
Varo Bank Secures $123.9M Growth Investment Led by Coliseum Capital Management
Varo Bank, the first all-digital nationally chartered bank in the U.S., has raised $123.9 million in Series G funding led by existing investor Warburg...
Investment and Budget Allocation
DC Capital Partners Makes Majority Investment in Knexus
DC Capital Partners has invested in Knexus, a top applied AI solutions company. Knexus, based in Vienna, Virginia, designs and hosts AI solutions for...
Investment and Budget Allocation
Ridgeline Launches Intelligent Operations to Redefine the Investment Management Operating Model
Ridgeline has introduced Ridgeline Intelligent Operations, a new service designed to help investment management companies deliver reliable and scalable operational results in the face...
Customer Success
CROFirst’s Weekly Roundup: Veradigm, STP, Consensus, Gong, Elavon, Microsoft, M-Files, Pecan & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping revenue cycle intelligence, predictive settlement automation, AI-powered sales engagement, embedded...
Investment and Budget Allocation
STP Integrates SmartSettle AI into Lightspeed TDMS to Strengthen Predictive Settlement Intelligence
STP Investment Services (STP), a global company that supplies investment operations solutions, has enhanced its Lightspeed Trade Data Management System (TDMS) offering with the...
