Customer Success
CROFirst’s Weekly Roundup: Confluence, KKR, Athelas, Adyen & More
Welcome to CROFirst’s Weekly Roundup - your trusted snapshot of this week’s most impactful moves in revenue management, global partnerships, and AI-powered performance. From new asset analytics and regional...
News
Confluence Unveils Style Analytics Fixed Income to Bring Clarity to a Complex Asset Class
Confluence Technologies, a global leader in investment analytics and regulatory reporting solutions, has announced the launch of Style Analytics Fixed Income, expanding its proven...
Investment and Budget Allocation
What Revenue-based Financing Means for Sales Forecasting and Growth Planning
Revenue based financing (RBF) is changing how businesses plan for sales and growth. Instead of fixed loan payments or giving away equity, companies pay...
Quick Byte
Aquiline Finalizes Acquisition of SEI’s Family Office Services, Relaunches as Archway
Aquiline, a private investment firm specializing in financial services and technology, has completed its acquisition of SEI’s Family Office Services business, officially rebranding the...
News
Alibaba.com and Wix Partner to Help SMEs Scale Global Sourcing and Sales
Alibaba.com, one of the world’s leading B2B e-commerce marketplaces, and Wix.com Ltd., the global SaaS website building leader, have announced a strategic partnership designed...
News
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72 million Series B...
Investment and Budget Allocation
Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition
Forge Global Holdings, Inc., a leading provider of marketplace infrastructure, data services, technology, and investment solutions for the private market, announced that it had...
Quick Byte
ROI Revolution Launches Conversion AI to Boost Revenue and ROAS Without Extra Ad Spend
ROI Revolution, a digital marketing agency, has introduced Conversion AI, a proprietary AI-powered solution designed to help consumer brands increase revenue and Return on...
News
Wiremind Appoints Philippe Renon as CRO to Scale Revenue and Accelerate Growth
Wiremind, a leader in advanced inventory, distribution, and optimization solutions, announced the appointment of Philippe Renon as Chief Revenue Officer (CRO).
This addition to senior leadership...
News
CaduceusHealth® Transforms Revenue-Cycle Performance with a Quality-First Remote Contact Center Model
As healthcare providers face mounting pressure to enhance both financial performance and patient experience, CaduceusHealth® is delivering measurable results through an unconventional yet highly effective...
Investment and Budget Allocation
KKR Unveils Ascend Asia Financial Advisory Platform in Singapore
KKR, a leading global investment firm, announced the establishment of Ascend Asia Financial Services Group (“Ascend Asia”), a new financial advisory platform based in...