Investment and Budget Allocation
Investment and Budget Allocation
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market shocks
Amplify Platform, built on an...
Investment and Budget Allocation
Sanctuary Wealth Welcomes $1.2 Billion Ultra-High-Net-Worth Breakaway from UBS
Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, welcomes Dial Square Private Wealth...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, HG Insights, Intapp, Introhive & More
Welcome to CROFirst’s Weekly Roundup—your go-to digest on the latest innovations, mergers, and AI-driven strategies shaping the future of revenue growth. This week, we...
Customer Success
CROFirst’s Weekly Roundup: Rightworks, Everstage, Conga Technologies, Dexian & More
Welcome to CROFirst’s Weekly Roundup—your trusted source for the latest developments in strategic revenue management, tech-led growth, and operational intelligence. This week brings major...
Investment and Budget Allocation
Rightworks Appoints Ian Williams as Chief Executive Officer and Jay Muelhoefer as Chief Revenue Officer
Rightworks, the only intelligent cloud service provider of solutions purpose-built for accounting firms and professionals, announced the appointments of Ian Williams as Chief Executive...
Investment and Budget Allocation
Rillet raises $70M to replace 20th-century accounting software with AI-native ERP built by accountants
Rillet, the AI-native ERP (enterprise resource planning) platform built for modern finance teams, announced a $70 million Series B co-led by Andreessen Horowitz and...
Investment and Budget Allocation
Accenture Invests in Snorkel AI to Accelerate AI Development in Financial Services
Accenture has made a strategic investment in Snorkel AI through Accenture Ventures to help enterprises, particularly in financial services, build and scale AI solutions...
Investment and Budget Allocation
Wipfli secures strategic investment from New Mountain Capital to accelerate growth, innovation and client solutions
Wipfli LLP, a leading middle market provider of accounting, tax and advisory services, announced entry into a definitive agreement for a significant minority investment...
Customer Success
CROFirst’s Weekly Roundup: Salesforce, Genesys, Fractal, CGI, CobbleStone & More
Welcome to CROFirst’s Weekly Roundup—your trusted source for the latest developments in strategic revenue management, tech-led growth, and operational intelligence. This week brings major...
Investment and Budget Allocation
From Chaos to Clarity: Building a Revenue-aligned Payment Reconciliation Framework
Every business needs to know where its money comes from and goes. This is key to growth and sustainability. Payment reconciliation helps companies check...
Investment and Budget Allocation
Genesys Announces $1.5 Billion Investment by Salesforce and ServiceNow
Genesys®, a global cloud leader in AI-Powered Experience Orchestration, announced $1.5 billion in new investment commitments from Salesforce and ServiceNow, with each company agreeing...