Strategic Revenue Management
News
Xero Delivers Claude Integration to Advance AI-Powered Financial Intelligence
Today, we are proud to announce our live integration with Claude by Anthropic. This is a milestone in small business and accounting AI powered financial intelligence, providing Xero users...
Investment and Budget Allocation
Coatue Expands Access to Technology-Focused Investment Strategy via CAIS Platform
Coatue announced that its Coatue Innovative Strategies Fund (CTEK) is now available on CAIS expanding access to the firm’s public-private investment strategy for financial...
Investment and Budget Allocation
Paymentology Secures $175 Million to Expand Global Payments Infrastructure Platform
Paymentology has announced a $175 million funding round led by Apis Partners and Aspirity Partners to facilitate its scale-up globally, foster new product development,...
Investment and Budget Allocation
Dynamic Advisor Solutions Expands South Carolina Presence Through Capasso Partnership
Dynamic Advisor Solutions, who does business as Dynamic Wealth Advisors, has ventured into South Carolina via a partnership with Capasso Planning Partners, a registered...
News
6sense Expands RevvyAI Access and Boosts Enterprise Security for Revenue Teams
6sense the vendor behind the agent-driven Revenue Intelligence platform has also launched RevvyAI to a wider audience as well as a new set of...
News
Chainguard Joins FINOS to Strengthen Trusted Open-Source Adoption in Financial Services
Chainguard is a new member of FINOS, an open source foundation for the financial services industry, which is focused on the adoption of trusted...
News
Rialtic and Exponential AI Unite to Advance AI-Driven Healthcare Claims and Payment Intelligence
Rialtic and Exponential AI have entered into a definitive merger agreement aimed at creating a unified healthcare claims intelligence platform that combines payment accuracy...
Investment and Budget Allocation
Ciridae Raises $20 Million to Bring AI Operating Systems to Mid-Market Businesses
Ciridae has raised $20 million in seed funding led by Accel, with participation from Andreessen Horowitz, General Catalyst, Sunflower Capital, and Backcountry Ventures, to expand...
News
Franklin Templeton and Corastone Launch Private Markets Model Portfolios for Advisors
Franklin Templeton recently partnered with Corastoneto introduce Private Markets Model Portfolios, a new offering that will allow financial advisors to more effectively access private...
News
Affirm Survey Finds Small Businesses Embracing BNPL as a Key Growth and Trust Tool
Affirm has published results of its first Small Business Sentiment Survey revealing how small businesses are coping with a tougher economy, yet still looking...
Investment and Budget Allocation
Morningstar and PitchBook Bring AI-Powered Investment Intelligence to Perplexity
Following Morningstar Inc. and PitchBook Data, Inc. have introduced the world's latest integration for trusted investment intelligence within the Perplexity AI. This collaboration gives...
