Strategic Revenue Management
Customer Success
CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And 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...
Sales and Marketing Alignment
AI-Powered CRM Software in 2026: How Intelligent CRM Is Transforming Sales, Customer Success, and Revenue Growth
AI-powered CRM software is no longer a smarter database. It has sort of quietly become another part of the revenue team. The biggest shift...
News
Monk Launches Voice Collections to Automate Accounts Receivable Calls
Monk, an AI-native accounts receivable platform, announced the rollout of Voice Collections. The new capability equips Julia Monk’s proprietary autonomous collection agent with the...
Investment and Budget Allocation
NewEdge Capital Group Expands Envestnet Partnership to Integrate Structured Note Strategies
NewEdge Capital Group, LLC, an invitation-only wealth management platform representing over $5 billion in platform assets under management, announced the extension of its strategic...
News
Lorikeet Names Jerry Brooner Chief Revenue Officer
Lorikeet, the AI concierge platform for complex, regulated businesses, announced that Jerry Brooner has joined as Chief Revenue Officer. Brooner will lead Lorikeet's sales,...
Investment and Budget Allocation
Beyond Top-Line Growth: How Morningstar’s Capital Allocation Index Redefines Revenue Management and Enterprise Investment
In corporate boardrooms and institutional investment suites, traditional equity benchmarks have long suffered from a structural blind spot. Standard market-cap-weighted indices measure a company’s...
News
Goldman Sachs Alternatives to Acquire AEGIS Hedging to Accelerate Growth in Commodity Intelligence
AEGIS Hedging Solutions has entered into a definitive agreement with Private Equity at Goldman Sachs Alternatives, which will become the company’s new institutional investment...
News
Candid Health Raises $120 Million Series D to Expand AI-Powered Revenue Cycle Platform
Candid Health has closed a $120 million Series D investment that it will use to expand the capabilities of its AI-powered revenue cycle management...
