Strategic Revenue Management
News
CROFirst Weekly Roundup: Intuit Mailchimp, Zocks, Hightower, Pipedrive, Rightsline and Dispatch Drive AI-Powered Financial Innovation
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure, and agentic AI adoption. This...
Investment and Budget Allocation
Daloopa Secures $47 Million Series C Funding to Strengthen Data Infrastructure for AI-Driven Financial Workflows
To cement the backbone of data infrastructure used for artificial intelligence applications in finance, Daloopa has made an announcement regarding a Series C funding...
Investment and Budget Allocation
Dispatch Debuts ‘Advisor Transitions’ to Streamline Asset and Advisor Migration Across Wealth Management Firms
Dispatch, a leading provider of data orchestration architecture for the wealth management sector, has officially launched Advisor Transitions ("Transitions"). This pioneering software solution is...
News
Yieldmo Names Anthony Flaccavento as CRO, Expands Team
Yieldmo, a leading advertising platform improving digital ad experiences through creative tech and AI, announced the appointment of Anthony Flaccavento as Chief Revenue Officer...
News
CENTRL Names Tate Haymond as CRO to Drive Growth Expansion
CENTRL Inc, a leading provider of AI-powered due diligence, research, and response solutions for financial institutions, announced the appointment of Tate Haymond as Chief...
News
Richardson Launches AI-Powered Accelerate Prism to Strengthen Sales Performance and Revenue Growth
Richardson has unveiled Accelerate Prism, a novel AI-infused tool that empowers enterprises to boost sales execution, support behavioral change, and enhance revenue generation over...
News
Maxio Launches Surcharging Tool for SaaS and AI Businesses
Maxio has launched a new surcharging capability within Maxio Payments, introducing what it describes as the first native surcharge solution designed specifically for subscription-based...
Investment and Budget Allocation
Rightsline Secures $500 Million Investment From Hg to Expand AI-Powered Rights
Rightsline, a provider of rights and royalties management software for IP-intensive industries, has received a $500 million strategic growth investment from technology-focused investor Hg....
Investment and Budget Allocation
Capchase Secures $200M+ to Expand AI-Driven Vendor Financing Platform for Enterprise Tech
Capchase reveals over $200 million in fresh funding to ramp up its worldwide rollout of embedded vendor financing infrastructure and push forward new AI-driven...
News
Baker Tilly Expands AI Collaboration With Fieldguide to Enhance Risk Advisory Services
Baker Tilly has expanded its collaboration with Fieldguide to accelerate the use of AI-enabled workflows across its risk advisory services practice. The enhanced partnership...
News
HubiFi Names Caitlin Steel as First Chief Financial Officer
HubiFi, the revenue recognition platform built for high volume subscription businesses, welcomes Caitlin Steel as its first Field Chief Financial Officer, marking a new...
