Strategic Revenue Management
News
Daloopa Raises $47 Million Series C to Expand AI-Powered Financial Data Infrastructure
Daloopa, a company that specializes in delivering structured financial data tailored for AI and investment workflows, has secured $47 million in Series C funding...
News
BCG Report: Global Fintech Sector Rebounds with Record Revenue and Profitability
According to the Boston Consulting Group (BCG) and FT Partners' just published Global Fintech Report 2026: From Recovery to Resurgence, the global fintech landscape...
News
Quinte Expands CaseHUB Capabilities to Help Financial Institutions Modernize Case Operations
Quinte Financial Technologies (Quinte), the leading provider of enterprise case management solutions for banks, credit unions, CUSOs, and fintechs, recently unveiled significant upgrades to...
Investment and Budget Allocation
Equity Data Science Appoints Sebastian Lonza as Chief Revenue Officer
Equity Data Science a leading provider of Investment Process Management (IPM) solutions for hedge funds and asset managers, announced the appointment of Sebastian Lonza,...
News
CROFirst Weekly Roundup: Intuit Mailchimp, Zocks, Hightower, Pipedrive, Rightsline and Dispatch Drive AI-Powered Financial Innovation
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...
Investment and Budget Allocation
Daloopa Secures $47 Million Series C Funding to Strengthen Data Infrastructure for AI-Driven Financial Workflows
To cement the backbone of data infrastructure used for artificial intelligence applications in finance, Daloopa has made an announcement regarding a Series C funding...
Investment and Budget Allocation
Dispatch Debuts ‘Advisor Transitions’ to Streamline Asset and Advisor Migration Across Wealth Management Firms
Dispatch, a leading provider of data orchestration architecture for the wealth management sector, has officially launched Advisor Transitions ("Transitions"). This pioneering software solution is...
News
Yieldmo Names Anthony Flaccavento as CRO, Expands Team
Yieldmo, a leading advertising platform improving digital ad experiences through creative tech and AI, announced the appointment of Anthony Flaccavento as Chief Revenue Officer...
