News
News
Uprise and HoneyBook Team Up to Simplify Tax Planning and Financial Decisions for Small Businesses
Uprise, an embedded tax and advisory platform focused on simplifying tax filing and financial planning for entrepreneurs, has announced a new partnership with HoneyBook,...
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Advyzon Integrates Andes Risk Expertise to Expand Behavioral Finance and Risk Analytics for Advisors
Advyzon, a leading all-in-one technology and portfolio management platform for financial advisors and investment managers, has announced a strategic integration of Andes Risk, an...
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Simplilearn Appoints Sudipto Mitra as Chief Revenue Officer
Simplilearn, a global leader in digital upskilling, announced the appointment of Sudipto Mitra as Chief Revenue Officer (CRO) for its commercial business. Mitra brings with...
Customer Success
CROFirst’s Weekly Roundup: Maxio, CAIA–Franklin Templeton, Stagwell, Bookkeeper360, Anaplan & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest advancements in revenue intelligence, strategic finance modernization, adaptive AI for sales, customer...
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Maxio Unveils Maxio MCP to Accelerate AI-Powered Finance and Revenue Intelligence
Maxio, a premier platform for automating invoices and optimizing revenue for B2B SaaS and AI-driven businesses, introduced Maxio MCP – an ‘AI governance layer’...
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Bookkeeper360 Debuts New App With AI-Powered Virtual CFO
Bookkeeper360 launched a new mobile and web app with BOLT (Business Optimization Learning Technology)–a virtual CFO AI solution, aimed at offering small businesses immediate...
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Impartner Introduces Aimi, an AI Engine Built to Transform Partner Revenue Operations
Impartner has launched Aimi (Artificial Impartner Intelligence), a new enterprise-grade AI engine embedded directly into its partner management and marketing automation platform. Designed to...
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TSG and Payforge Announce Strategic Partnership to Deliver End-to-End Payments Technology Solutions
TSG (The Strawhecker Group), a leading analytics and consulting firm serving the global payments ecosystem, announced a strategic partnership with Payforge, a premier software...