Strategic Revenue Management
News
Bridging Intelligence and Automation: How ZoomInfo’s Native n8n Integration Redefines GTM Workflows
ZoomInfo debuts direct integration with workflow automation platform. Go-To-Market (GTM) intelligence leader ZoomInfo announced a native integration n8n, which is natively rolled out via the GTM. AI platform architecture...
News
Unit21 and Corelation Partner to Bring AI-Powered Fraud Prevention to Credit Unions
Unit21 joins forces with Corelation to embed AI-native fraud prevention and AML monitoring for its core banking system and enable credit unions to identify,...
News
PayJoy and Finia AI Join Forces to Expand Credit Access for Micro-Businesses
PayJoy plans to buy a portion of strategic assets from Finia AI, a Mexico-based fintech that offers AI underwriting and financial products to small...
News
FIS Integrates Agentic AI Across Financial Intelligence Network to Help CFOs Forecast Cash Flow and Mitigate Market Risks
FIS reveals agentic AI offering for CFOs FIS introduces FIS Agentic Insights Suite FIS has announced the FIS Agentic Insights Suite, an agentic AI...
Customer Success
Operationalizing Revenue Intelligence: How ZoomInfo’s Native ClickUp Integration Redefines GTM Workflows
ZoomInfo launches ClickUp integration for GTM intelligence platform ZoomInfo has announced a native integration with productivity application ClickUp. The integration combines ZoomInfo's B2B account...
News
Unique AI Launches AI Teammates to Streamline Workflows and Boost Productivity Across Financial Services
Unique AI has released a new AI teammate called Remy, which is meant to assist financial advisors with managing client relations, preparing for meetings,...
News
MassPay Expands Direct Payout Network with Cash App Integration to Deliver Near Real-Time Disbursements
The fintech company has introduced the integration of Cash App in its payout network that makes it possible for companies to send instant payouts...
News
TruChoice Financial Partners with Zocks to Accelerate AI-Powered Operational Efficiency for Financial Professionals
TruChoice Financial Group, LLC, which specializes in financial insurance distribution, has partnered with Zocks, an AI solutions company, to offer the members of its...
Customer Success
CROFirst Weekly Roundup: RocketReach, Gong, Morningstar, Arcesium, MSCI, and HG Insights & More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping AI-powered revenue operations, institutional investment management, financial data analytics, enterprise...
Customer Success
Customer Lifecycle Analytics for Enterprises in 2026: How Data-Driven Insights Improve Retention and Revenue Growth
Most companies collect enough customer data. However, trouble begins with its application. Campaign reporting is available to marketing, customer history – to sales, usage...
News
Precision at Scale: How the Ascentix and PureFacts Partnership Reshapes Wealth Revenue Operations
Ascentix, a financial technology advisory services provider, has entered into a strategic alliance with revenue management software provider PureFacts Financial Solutions to create a...
