Strategic Revenue Management
News
Koyfin Launches Daily Sync for Automated Client Portfolio Updates
Koyfin unveiled a new feature for its Client Portfolios solution called Daily Sync, which lets financial advisors keep track of the most recent portfolio...
News
Firmable Launches AI-Native MCP Server to Streamline B2B Sales Workflows
Firmable has launched its Model Context Protocol (MCP) server, which allows revenue teams to access validated B2B data and perform go-to-market activities in the...
News
ACI Worldwide Partners with dLocal to Expand Local Payment Access Across Latin America
Payments technology pioneer ACI Worldwide and the new markets cross-border payments platform dLocal have come together for a strategic collaboration to enhance cross-border solutions...
News
Opine Appoints Vince Beese as First Chief Revenue Officer to Lead Enterprise Growth
Opine, the AI orchestration platform for complex sales teams, announced the appointment of Vince Beese as its first Chief Revenue Officer. Beese will lead...
News
Omilia Appoints David Ogden as Vice President of Revenue Operations
Omilia, a global leader in Self-Learning Agentic CX, announced the appointment of Dave Ogden as Vice President of Revenue Operations. Ogden will be responsible...
News
Orion Digital Launches AI-Powered Intelligent Investing Platform Focused on Better Investment Decisions
Orion Digital Corp. has brought to market a novel investment tool known as Intelligent Investing. A product of extensive development work in AI capabilities...
News
Ameriprise Expands AI Capabilities to Enhance Advisor Productivity and Personalized Client Advice
Ameriprise Financial announced that their AI strategy continued to evolve with AI enhancements aimed at empowering financial advisors. Besides that, AI would help advisors...
News
Objectway Moves to Acquire SLIB to Expand Capital Markets Technology Capabilities
One of the main WealthTech solution partners and players in the Objectway arena is engaging in confidential talks to buy-out BNPP and Natixis' shares...
