News
News
Cerity Partners Announces Merger with Graypoint
Cerity Partners, a leading independent wealth management firm in the U.S., announced its plans to merge with Graypoint, an Albany, NY–based financial advisory firm....
Customer Success
Leading AI Innovator Smarsh Leverages Salesforce’s Agentforce, Deploys AI Customer Service Agents for Financial Services Support
Smarsh, the global leader in communications data and intelligence, announced the deployment of Salesforce’s Agentforce to power AI-driven customer service agents across its support...
Customer Success
CROFirst’s Weekly Roundup: RevUp, Embark, Payroc, Dynasty, Green Cabbage, IG Wealth & More
Welcome to CROFirst’s Weekly Roundup—your go-to digest on the latest in revenue optimization, investment strategy, sales alignment, customer success, and analytics. This week highlights...
News
Snowflake Names Brian Robins as Chief Financial Officer
Snowflake, the AI Data Cloud company, announced the appointment of Brian Robins as Chief Financial Officer (CFO), effective September 22. Robins will oversee Snowflake’s...
News
Cority Appoints Emily Crawford as Chief Revenue Officer
Cority, the sustainable performance software company, has named Emily Crawford as Chief Revenue Officer (CRO) to lead global sales, partnerships, and solutions at a...
News
Accenture Acquires MomentumABM, Expanding Marketing Advisory and Account-Based Marketing Capabilities for B2B Growth
Accenture has acquired MomentumABM, a growth consultancy headquartered in the UK, recognized for advancing account-based marketing (ABM) strategies. By aligning strategies with client needs,...
News
Dynasty Financial Partners Launches Dynasty Labs to Shape the Future of WealthTech
Dynasty Financial Partners, a champion of the independent wealth management movement, announced the launch of Dynasty Labs, a dedicated innovation arm that applies artificial...
News
Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technology
Grant Thornton Advisors LLC is investing $1 billion over three years to provide powerful AI tools and technology to the entire workforce at its multinational...
