News
News
Advisor360° Partners with Conquest Planning to Integrate Financial Planning into Advisor Workflows
Advisor360° has joined hands with Conquest Planning to offer financial planning services within its platform, an effort to streamline operations and make the entire...
News
Savvy Wealth Unveils AI Platform to Transform Advisor-Led Financial Planning
Savvy Wealth has introduced Savvy Intelligence, a new AI-powered platform designed to reshape how financial advisors manage and deliver client services. The launch marks...
Investment and Budget Allocation
Northern Trust and Saphyre Deepen Partnership to Streamline Investment Account Lifecycle Management
Northern Trust has deepened its partnership with Saphyre to help Investment Operations Outsourcing (IOO) clients raise operational efficiency. It features new tools to support...
News
Mindtickle Launches ElevateOS: An Agentic OS for Revenue Enablement
Mindtickle has unveiled ElevateOS as the first agentic operating system for revenue enablement. This new platform aims to replace the current profusion of tools,...
News
Achieva Credit Union Invests in Payfinia to Accelerate Real-Time Payments Innovation
Payfinia has announced a strategic partnership with Achieva Credit Union, marked by Achieva’s investment in Payfinia’s Credit Union Service Organization (CUSO). The collaboration aims...
News
Monk Secures $25M Series A to Advance AI-Driven Accounts Receivable Automation
Monk has raised $25 million in Series A financing co-led by Footwork and Acrew Capital, with BTV also participating, which brings the company's total...
Customer Success
iOPEX Launches SuccessPilot AI Agents to Transform Customer Success Operations
iOPEX Technologies has introduced SuccessPilot, a new suite of autonomous and semi-autonomous AI agents designed to transform Customer Success operations through embedded intelligence and...
News
SBI Growth Advisory Acquires The Brevet Group to Bridge Strategy and Sales Execution
SBI Growth Advisory has announced the acquisition of The Brevet Group, a move designed to strengthen its position as a leading revenue growth and...
