News
Investment and Budget Allocation
Apex Fintech Solutions and Evergreen Wealth Join Forces to Transform Digital Wealth Management
In a significant move for the wealth-management ecosystem, Apex Fintech Solutions Inc. (“Apex”) announced a strategic collaboration with Evergreen Wealth, a digital, forward-thinking Registered...
News
ASA Unveils AI-Powered Suite to Help Credit Unions and Banks Drive Engagement and Financial Wellness
ASA has launched new AI-powered products: ASA Net Worth, ASA One View, and ASA Forecast. These tools help credit unions and community banks engage...
News
Janek Performance Group Unveils “Critical Opportunity Management” and Expands Jenius Platform to Transform Sales Execution
Janek Performance Group has launched Critical Opportunity Management™, a new strategic training program designed to help sales organizations better manage and win high-value deals...
Customer Success
Planhat named a Leader in 2025 Gartner’s Magic Quadrant for Customer Success Management Platforms
Customer platform Planhat announced it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Customer Success Management Platforms.
This marks the second...
Customer Success
CROFirst’s Weekly Roundup: Leapfin, Airwallex, CapitalSpring, Invoca, nCino, Esker, Ibotta & More
Welcome to CROFirst’s Weekly Roundup — your essential digest of the latest in strategic revenue management, investment strategy, customer success, and performance analytics. This...
News
Intuit Inc. Launches All-in-One Agentic AI Platform to Deliver Year-Round Money Outcomes for Consumers
In a strategic leap that redefines how personal finance is managed, Intuit has launched a new, comprehensive consumer platform powered by agentic AI, marking...
News
Aily Labs Secures $80 Million to Accelerate Autonomous AI for Enterprise Decision-Making
Aily Labs, creator of the first AI-native Decision Intelligence platform, has raised $80 million. This funding will help change how Fortune 500 companies make...
News
Maxio and Rillet Unveil AI-Powered Integration to Transform Finance Operations
Maxio, a leader in billing automation and revenue management, has teamed up with Rillet, the AI-native ERP platform. They’ve launched an AI-powered billing-to-ERP integration,...
