Strategic Revenue Management
News
Delfi Appoints Glen Fossella Chief Revenue Officer
Delfi, an AI-native financial technology company for balance-sheet intelligence and capital market execution, announced that industry veteran Glen Fossella has joined the company as...
Customer Success
CROFirst Weekly Roundup: IBM, Accenture , UniCredit, OpenAI, Clearlake, Arkatechture, Alkami Technology, Celestica, ZoomInfo & More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered...
Investment and Budget Allocation
Strategic Scale: How Carlyle’s $600 Million Partnership With Prime Capital Financial Redefines Investment Revenue in Wealth Management
Leading independent wealth management firm Prime Capital Financial announced a strategic partnership with global investment firm Carlyle (NASDAQ: CG). Under the agreement, Carlyle’s Global...
News
Ambition Launches Agent Skills to Automate AI-Powered Sales Coaching and Revenue Management
Ambition has introduced Agent Skills, a library of pre-built AI workflows designed to automate key sales management activities, including coaching preparation, pipeline inspections, forecast...
News
Allvue Unveils Integrated GP Accounting Solution for Private Capital Markets
Private capital technology provider Allvue Systems, LLC (“Allvue”) has announced the launch of GP Accounting, an integrated solution designed to manage fund and General...
News
Filene Research Institute Partners With Money20/20 to Strengthen Credit Union and Fintech Engagement
Filene Research Institute has announced a new strategic partnership with Money20/20, the global financial technology conference platform. Together they will establish a collaborative system...
Sales and Marketing Alignment
Sales Enablement Tools in 2026: The Complete Guide to Boosting Sales Productivity and Revenue Growth
What happens when sales teams have more tools than time to actually sell? The modern revenue engine is stuck on productivity, not really because...
News
Pathward and TabaPay Expand Partnership to Advance Faster Payments
Pathward Financial, through Pathward, N.A., has extended its strategic partnership with TabaPay through 2031, expanding the collaboration to support a broader range of digital...
