Investment and Budget Allocation
Investment and Budget Allocation
Praxent Secures Delta-v Investment to Accelerate AI Adoption in Financial Services
Praxent®, an AI consulting and engineering firm focused exclusively on fintech, has secured a strategic growth investment from Delta-v Capital to accelerate its expansion...
Investment and Budget Allocation
Alkami Introduces End-to-End Digital Sales & Service Platform for Financial Institutions
Offering a comprehensive digital sales and service solution for U.S. financial institutions, Alkami Technology, recently unveiled its Digital Sales & Service Platform during Alkami...
Investment and Budget Allocation
Jump and Perennial Financial Services Expand Partnership to Scale AI-Driven Advisor Operations
Jump, a leading artificial intelligence (AI) operating system for financial advisors and financial services firms, has announced an expanded partnership with Perennial Financial Services...
Investment and Budget Allocation
Emigrant Partners Invests in Mutual Group to Accelerate Growth and Platform Expansion
Emigrant Partners announced they had made a strategic minority investment in Mutual Group, the largest national platform supporting independent financial advisors and RIAs. The...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, Vidyard, Advisor360°, Gainsight, Adyen, and InvestSuite & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor workflows, customer success intelligence, financial operations,...
Investment and Budget Allocation
Pipe Secures $16M to Accelerate Embedded Finance Growth for Small Businesses
Pipe has raised $16 million in a new funding round led by Fin Capital and MaC Venture Capital, marking its first equity raise since...
Investment and Budget Allocation
SMArtX Expands Manager Marketplace with New Strategies from 20 Asset Managers
SMArtX Advisory Solutions has expanded its Manager Marketplace by adding new investment strategies from 20 leading asset management firms, further strengthening its managed accounts...
Investment and Budget Allocation
Advisor360° and GWN Securities Deepen Partnership to Enable AI-Driven Advisor Workflows
Advisor360° has announced an expanded partnership with GWN Securities, Inc., reinforcing its commitment to advancing AI-driven innovation in wealth management. GWN is rolling out...
