Strategic Revenue Management
News
ZEN.COM Expands Digital Payments With Mastercard Click to Pay
Global financial platform ZEN.COM has announced the launch of Mastercard Click to Pay across its ecosystem. The integration introduces tokenized, one-click checkout for online...
News
Wealth Enhancement Strengthens Advisory Business With Kaminsky-Silverman Acquisition
Wealth Enhancement, a leading national independent wealth management firm, has announced a definitive agreement to acquire the Kaminsky-Silverman Group of Shufro Rose in New...
Customer Success
CROFirst Weekly Roundup: Xero, Pasqal, Microsoft 365, Morningstar, Microsoft, Gong , Impartner And More!
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,...
News
Closing the Loop Upstream: How Zoom’s Acquisition of Common Room Industrializes Intent in Revenue Management
For decades, enterprise revenue management models operated under a major visibility disconnect. Direct sales and RevOps divisions utilized highly mature conversational intelligence tools to...
Investment and Budget Allocation
Coastal Bridge Advisors, Waddell & Associates, and One Charles Form Combined Wealth Firm
Coastal Bridge Advisors (CBA), Waddell & Associates (W&A), and One Charles Private Wealth have merged strategically and have become one firm in the wealth...
News
Cosentus Launches ‘Zeus AI’ Platform to Deliver End-to-End Revenue Cycle Automation
Specialty revenue cycle management (RCM) company Cosentus has announced the launch of Zeus AI, an AI-native engine designed to fully automate the healthcare billing...
News
Candidly Launches Composable AI Agents to Guide Enterprise Financial Decisions
AI-native financial guidance platform Candidly has announced the expansion of the Candidly Intelligence Center with six new enterprise capabilities delivered via API and the...
Investment and Budget Allocation
Centralis Acquires PINE Advisor Solutions to Strengthen Compliance and Fund Services
Centralis Group, a leading global alternative asset and corporate services provider, has announced the successful completion of its acquisition of PINE Advisor Solutions (PINE),...
