Strategic Revenue Management
Customer Success
CROFirst Weekly Roundup: Seismic, PitchBook, ZoomInfo, and More
Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue execution, private market intelligence, go-to-market workflows, sales and marketing alignment, and revenue optimization....
Staff Writers
Revenue Leakage Prevention Strategies in 2026: How Businesses Protect Revenue and Improve Profitability
Revenues do not leak into thin air in just one major mistake. Rather, they start leaking from an unauthorized discount, a provision of services...
News
Intuit to Acquire Sequence to Expand Revenue Management Capabilities for Mid-Market Businesses
Intuit Inc., a globally recognized financial technology company, and Sequence, an intelligent revenue management and billing software designed specifically for contemporary B2B businesses, have...
News
Sunbound Acquires Richter Healthcare Consultants and Secures $24M Series A to Transform Senior Living Revenue Operations
Sunbound has acquired Richter Healthcare Consultants, a provider of revenue cycle management, accounting, reimbursement, and financial consulting to senior living and post-acute healthcare providers....
News
Finix Expands Payment Infrastructure with Cash App Pay and Afterpay Integrations to Boost Merchant Checkout Conversion
Finix, a full-stack payment processor, has enhanced its payment processing platform via the introduction of native integrations with Cash App Pay and Afterpay for...
News
onPhase Appoints Jeff Zamczyk as Chief Revenue Officer
onPhase, an integrated finance and operations platform, announced the appointment of Jeff Zamczyk as Chief Revenue Officer. In this role, Zamczyk will lead sales,...
News
Agentic Private Market Intelligence: How PitchBook’s New AI Suite Reshapes Revenue and Investment Management
Privately held market research tool PitchBook unveiled its newest addition Agentic Platform Assistant and the MCP server of PitchBook Data Model Context Protocol (MCP)....
News
Monetary Launches AI-Native Capital Markets Platform for Banks and Municipal Advisors
Formerly called DebtBook, and with a team of former municipal bankers, Monetary has built Monetary Markets, an AI-native capital markets platform for investment banks,...
News
xfactrs Expands AI Revenue Assurance Platform to Professional Services Firms
With a new round of funding in its back pocket, xfactors is extending its agentic revenue assurance platform to professional services firms, systems integrators...
News
Seismic Expands Dedicated Financial Services Portfolio to Empower Wealth and Asset Management Firms to Scale Compliantly
Seismic, the leader in go-to-market performance solutions, has unveiled a significant enhancement to its suite of premium solutions for the financial services space. This...
News
Maxio Launches AI Agents to Automate Billing, Collections, and Revenue Management
Introduction of Maxio's Maxio AI – A Solution That Uses Seven Business and Fintech Data Specialists to Automate Mundane Business Operations Maxio AI is...
