Strategic Revenue Management
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...
Staff Writers
SaaStock USA 2026: Where AI meets ARR and SaaS models get stress-tested
SaaStock USA 2026 will take place on April 15 to 16, 2026, in Austin, Texas, bringing together founders, operators, and investors at a time...
News
Zone & Co Acquires Sudozi to Advance AI-Driven Finance Operations
Financial operations platform Zone & Co has announced the acquisition of Sudozi, an AI-powered procurement and vendor management platform. The move is aimed at...
News
Brundage Group and Water Street Partner to Strengthen Clinical and Revenue Integrity Solutions
Brundage Group, a company that offers clinical compliance and revenue integrity solutions led by physicians and enabled by technology, has recently teamed up with...
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...
News
TELCOR Acquires Sample Healthcare to Accelerate AI-Powered Revenue Cycle Execution
TELCOR Inc has announced that it took over Sample Healthcare, which is a great step to changing healthcare organizations in such a way as...
News
IntelePeer Names Accomplished Healthcare Technology Executive Brian Anderson as Chief Revenue Officer
IntelePeer, a leading provider of Agentic AI solutions to the healthcare industry, announced the appointment of Brian Anderson as Chief Revenue Officer (CRO). Brian...
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,...
