Strategic Revenue Management
News
Morningstar Launches AI Assistant to Enhance Advisor Workflow
Morningstar, a leading provider of independent investment research and insights, has launched a new AI assistant embedded within Direct Advisory Suite, its flagship platform...
News
Jump Launches AI Operating System to Transform Advisor Growth and Operations
Jump, a leading provider of artificial intelligence solutions for financial advisors and financial services organizations, introduced its AI Operating System for Advisors—a new platform...
News
RevCycle, Inc. Appoints Tracy Dudek as President
RevCycle, Inc., a national provider of healthcare revenue cycle management and receivables management services, announced the appointment of Tracy Dudek as President, effective March 2,...
News
Clari + Salesloft, and 1mind Join Forces to Accelerate AI-Driven Revenue Orchestration
Clari + Salesloft has announced a strategic partnership with AI-led growth platform 1mind to advance AI-driven revenue orchestration. The collaboration integrates Clari + Salesloft’s...
Quick Byte
Praxis Solutions Launches WealthHawk to Help Financial Advisors Capture Growth Opportunities
Praxis Solutions has introduced WealthHawk, a money-in-motion intelligence platform designed to help financial advisors drive organic growth by identifying households experiencing major financial life...
Investment and Budget Allocation
Saisystems Health Secures Serent Capital Investment to Expand AI-Powered RCM and EHR Solutions
Saisystems Health offers revenue cycle management (RCM) and electronic health record (EHR) solutions for physicians in skilled nursing facilities (SNFs). Recently, the company secured...
News
Abrigo Acquires 360 View to Strengthen Data and Growth Capabilities for Financial Institutions
Abrigo has acquired 360 View. This move helps banks and credit unions boost customer relationships and speed up data-driven growth. The acquisition adds to...
Investment and Budget Allocation
Airwallex Brings High-Yield Treasury Solution to U.S. Businesses as Global Assets Top $1 Billion
Airwallex has launched its Yield treasury solution for U.S. customers. This tool helps businesses earn returns on idle funds. The announcement comes as the...
