Investment and Budget Allocation
Investment and Budget Allocation
Top Challenges in Managing Market Development Funds and How to Overcome Them
Market development funds are meant to help partners grow, not just sit in an account somewhere. The idea is simple. Give partners resources to...
Investment and Budget Allocation
GROW with Singlife and InvestCloud Launch Enhanced Digital Platform to Transform Wealth Advisory
GROW with Singlife (“GROW”), the integrated investment arm of Singlife, has introduced an upgraded adviser and client platform, developed in partnership with wealth management...
Investment and Budget Allocation
Wellesley Asset Management Announces Acquisition of Halbert Wealth
Wellesley Asset Management, an independent SEC-registered Investment Advisor, a leading provider of wealth management, and investment management services, is pleased to announce the acquisition...
Investment and Budget Allocation
Savvy Wealth Appoints Anshul Sharma as Chief Investment Officer
Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the appointment of Anshul Sharma as chief investment officer (“CIO”)....
Customer Success
CROFirst’s Weekly Roundup: Consalia, AlphaStream, TrueLoyal, WorkFusion, Monday.com, Moody’s & More
Welcome to CROFirst’s Weekly Roundup—your trusted digest on the latest in revenue optimization, investment strategies, sales alignment, customer success, and analytics. This week showcases...
Investment and Budget Allocation
Leveraging Cognitive Banking for Personalized Financial Solutions
Artificial intelligence (AI) is one of the new technologies that the banking and financial services industry has been implementing to improve its services in...
Investment and Budget Allocation
Alphastream Secures Strategic Investment from Intapp to Advance AI-Powered Deal Execution
Alphastream, an AI-driven platform for private credit firms, has announced a strategic investment from Intapp, a global provider of AI-powered solutions for advisory, capital...
Investment and Budget Allocation
Rimes Appoints Vijay Mayadas as President and Chief Executive Officer
Rimes, a leading provider of enterprise data management and investment platform solutions to the global investment community, is pleased to announce the appointment of Vijay...
