Strategic Revenue Management
News
RSM and Rillet Form Strategic Alliance to Deliver Agentic ERP Infrastructure and AI-Native Finance Operations to Middle Market Enterprises
Professional services firm RSM US LLP (“RSM”) and AI-native software provider Rillet have announced a strategic alliance to help middle-market organizations modernize financial infrastructure...
News
StrategyCorps Accelerates Commercial Banking Innovation with Strategic Acquisition of AI-Native Platform Quantuma
StrategyCorps has acquired Quantuma, an AI-native relationship solution for commercial and business banking, to expand its MonetizeIQ platform with new transaction intelligence and AI...
News
Wayflyer Expands Funding Capacity with $50M Credit Facility from Trinity Capital
Wayflyer has secured a $50 million corporate debt facility from Trinity Capital to expand its working capital capacity for small businesses and support investments...
News
Accounting Seed Launches Modernized AI Platform Built on Enterprise Business Intelligence and Real-Time Ledger Integration
Enterprise accounting software provider Accounting Seed has officially debuted a modernized, AI-driven product experience engineered to learn how individual business organizations operate.
Through integration of...
News
Envestnet Advances Wealth Data Platform with Dynamic Benchmarking and Portfolio Intelligence
Adaptive WealthTech provider Envestnet has unveiled a suite of major enhancements to its Wealth Data Platform (WDP) as part of the firm's third major...
Customer Success
CROFirst Weekly Roundup: R1, Arcana, CAIS, Perficient, Abrigo, and More!
Welcome to CROFirst Weekly Roundup – your essential briefing on the latest developments shaping healthcare revenue management, modern investment infrastructure, capital markets, agentic front-office...
Investment and Budget Allocation
Unifying Modern Asset Infrastructure: How Arcana’s Partnership with Hurricane Capital Redefines Investment and Revenue Management
Portfolio intelligence platform Arcana announced a strategic partnership with Hurricane Capital, a global alternative investment management firm spanning fundamental equity, credit, fixed income, futures,...
News
Lumonic Unveils Lumonic 12.0 to Drive Self-Monitoring Operations for Enterprise Portfolios
Lumonic, the enterprise technology architecture provider, unveiled Lumonic 12.0. It brings a self-monitoring portfolio engine that automates real-time observability, predictive system health checks, and...
