Strategic Revenue Management
News
Ramp Secures $750 Million Series F to Pioneer AI Financial Infrastructure at $44 Billion Valuation
Financial operations platform Ramp has raised $750 million in a primary Series F financing round co-led by ICONIQ, GIC, and Ontario Teachers' Pension Plan,...
Investment and Budget Allocation
Pathstone and Mill Creek Capital Combine to Expand Wealth Management Reach
Pathstone is a prominent family office partner-owner managing wealth for ultra-high-net-worth individuals, families, and a few institutions worldwide. This company has signed the agreement...
News
Bank of America to Launch Cross-Border Real-Time Payments
Bank of America has announced plans to launch a cross-border, real-time payments solution designed to modernize how international funds are processed. Scheduled to debut...
Customer Success
CROFirst Weekly Roundup: Outreach, Lombard Odier, Bloomberg, Pipedrive, FPT, UOB Group & Many 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,...
Staff Writers
Partner Relationship Management in 2026: How Businesses Build Stronger Alliances and Drive Revenue Growth
Most companies still think growth is a hiring problem.
Revenue slows down, so they hire more salespeople. Pipeline starts looking weak, so they increase outbound....
News
Context is King: How the OpenAI-Pipedrive Alliance Is Revolutionizing Sales and CRM Interoperability
For a long time, the software landscape was divided into two distinct territories: the database where your business metrics lived, and the workspace where...
News
Provarity and Consensus Partner to Streamline Enterprise Technical Sales Lifecycle
Provarity, a leader in AI-native technical sales orchestration, has announced a strategic partnership with demo automation provider Consensus to streamline the enterprise sales journey...
News
BMO Launches DollarGPS App to Help Consumers Navigate Financial Decisions and Build Long-Term Wealth
Amid escalating macroeconomic pressures and massive U.S. household debt, BMO has joined forces with financial technology developer MSN Holding Limited to officially launch DollarGPS,...

