Investment and Budget Allocation
Investment and Budget Allocation
Commerce Bancshares Completes FineMark Acquisition to Expand Wealth and Private Banking Footprint
Commerce Bancshares, Inc. has completed its acquisition of FineMark Holdings, Inc., significantly expanding its private banking and wealth management capabilities while extending its geographic presence across Florida, Arizona, and...
Customer Success
CROFirst’s Weekly Roundup: MetLife Investment Management, Cvent, ON24, Rezolve AI, MobiLoud & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping global asset expansion, digital engagement platforms, AI-powered revenue infrastructure, mobile...
Investment and Budget Allocation
MetLife Investment Management Expands Global Asset Management Footprint With PineBridge Acquisition
MetLife Investment Management (MIM), the institutional asset management arm of MetLife, has completed its acquisition of PineBridge Investments, creating a combined global platform managing...
Customer Success
CROFirst’s Weekly Roundup: Accordion, Clearwater Analytics, Warburg Pincus, Alteryx, Permira, The Hackett Group, and More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments in revenue strategy, AI-powered transformation, customer success innovation, and advanced analytics....
Investment and Budget Allocation
Hayfin and Strategic Value Partners to Provide €465 Million Financing to Support Uvesco Acquisition
Hayfin and Strategic Value Partners, LLC and its affiliates, have reached an agreement to provide a €465 million senior secured term loan to support the...
Investment and Budget Allocation
Permira and Warburg Pincus to Acquire Clearwater Analytics in $8.4 Billion Transaction
Clearwater Analytics has agreed to be acquired for about $8.4 billion. An investor group led by Permira and Warburg Pincus will make the purchase,...
Investment and Budget Allocation
FINNY Raises $17M Series A to Accelerate AI-Driven Growth for Financial Advisors
FINNY AI Inc. is an AI-driven prospecting and marketing platform for financial advisors. The company has raised $17 million in Series A funding to...
Customer Success
CROFirst’s Weekly Roundup: Zoho, Fiserv, Cleverbridge, Adyen, BlackLine, Pega, G2 & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping revenue operations, global monetization, finance automation, customer lifecycle management, and...
Investment and Budget Allocation
Fiserv Finalizes StoneCastle Acquisition to Expand Insured Liquidity and Digital Asset Capabilities
Fiserv has completed its acquisition of StoneCastle Cash Management, strengthening its portfolio of insured deposit, liquidity, and digital asset solutions for financial institutions while...
Customer Success
CROFirst’s Weekly Roundup: Maxio, CAIA–Franklin Templeton, Stagwell, Bookkeeper360, Anaplan & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest advancements in revenue intelligence, strategic finance modernization, adaptive AI for sales, customer...
Investment and Budget Allocation
Mercer Advisors Expands Pacific Northwest Presence with Thompson Advisory Acquisition
Mercer Advisors has expanded in the Pacific Northwest by acquiring Thompson Advisory Services, based in Portland. This Registered Investment Adviser manages around $260 million...