News
News
PitchBook Introduces AI-Powered Navigator and OpenAI Integration to Revolutionize Private Market Intelligence
PitchBook, a global leader in private capital market intelligence, has announced the launch of PitchBook Navigator, a generative AI tool that enables financial professionals...
News
Rallyware Unveils Intelligent Field Orchestration to Transform Direct Selling Through Agentic AI
Rallyware, the world's leading enterprise-grade sales enablement solution for direct sellers, announced the availability of new agentic AI-powered capabilities that deliver intelligent field orchestration,...
News
Consumer Edge Appoints Kumar Doshi as Chief Marketing Officer and Mike Weir as Chief Revenue Officer
Consumer Edge, the leading provider of global consumer data-driven insights, announced the appointments of Kumar Doshi as Chief Marketing Officer and Mike Weir as...
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...