News
News
KredosAi Secures $7 Million Series A to Scale Behavioral AI Collections Platform
KredosAi, an artificial intelligence digital customer engagement platform and collections provider, announced the closing of an oversubscribed $7 million Series A funding led by...
News
Cerity Partners Enters Oregon With Cordant Wealth Partners Merger
Cerity Partners, a top independent national wealth management and financial advisory firm, has made public that they have decided to merge with Cordant Wealth...
News
ZEN.COM Expands Digital Payments With Mastercard Click to Pay
Global financial platform ZEN.COM has announced the launch of Mastercard Click to Pay across its ecosystem. The integration introduces tokenized, one-click checkout for online...
News
Wealth Enhancement Strengthens Advisory Business With Kaminsky-Silverman Acquisition
Wealth Enhancement, a leading national independent wealth management firm, has announced a definitive agreement to acquire the Kaminsky-Silverman Group of Shufro Rose in New...
News
Closing the Loop Upstream: How Zoom’s Acquisition of Common Room Industrializes Intent in Revenue Management
For decades, enterprise revenue management models operated under a major visibility disconnect. Direct sales and RevOps divisions utilized highly mature conversational intelligence tools to...
Investment and Budget Allocation
Coastal Bridge Advisors, Waddell & Associates, and One Charles Form Combined Wealth Firm
Coastal Bridge Advisors (CBA), Waddell & Associates (W&A), and One Charles Private Wealth have merged strategically and have become one firm in the wealth...
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Cosentus Launches ‘Zeus AI’ Platform to Deliver End-to-End Revenue Cycle Automation
Specialty revenue cycle management (RCM) company Cosentus has announced the launch of Zeus AI, an AI-native engine designed to fully automate the healthcare billing...
News
Candidly Launches Composable AI Agents to Guide Enterprise Financial Decisions
AI-native financial guidance platform Candidly has announced the expansion of the Candidly Intelligence Center with six new enterprise capabilities delivered via API and the...
