Strategic Revenue Management
Investment and Budget Allocation
Franklin Templeton Partners with Wand AI to Deploy Agentic AI Across Global Operations
Franklin Resources, Inc., operating as Franklin Templeton, has announced a multi-year strategic partnership with Wand AI to deploy agentic AI at scale across its...
Quick Byte
PublicSquare Expands Fintech Capabilities with Acquisition of Tandym’s Payments and Credit Assets
PSQ Holdings, Inc., known as PublicSquare, announced plans to acquire key software assets from Tandym, Inc., a move set to strengthen its fintech ecosystem...
News
Rallyware Unveils Intelligent Field Orchestration to Transform Direct Selling Through Agentic AI
Rallyware, the world's leading enterprise-grade sales enablement solution for direct sellers, announced the availability of new agentic AI-powered capabilities that deliver intelligent field orchestration,...
Investment and Budget Allocation
Apex Fintech Solutions and Evergreen Wealth Join Forces to Transform Digital Wealth Management
In a significant move for the wealth-management ecosystem, Apex Fintech Solutions Inc. (“Apex”) announced a strategic collaboration with Evergreen Wealth, a digital, forward-thinking Registered...
Quick Byte
FIS Unveils Asset Servicing Management Suite to Enhance Efficiency and Reduce Operational Risk
Global financial technology leader FIS has launched the FIS Asset Servicing Management Suite, an integrated platform designed to streamline and automate critical post-trade processes,...
News
Janek Performance Group Unveils “Critical Opportunity Management” and Expands Jenius Platform to Transform Sales Execution
Janek Performance Group has launched Critical Opportunity Management™, a new strategic training program designed to help sales organizations better manage and win high-value deals...
Customer Success
CROFirst’s Weekly Roundup: Leapfin, Airwallex, CapitalSpring, Invoca, nCino, Esker, Ibotta & More
Welcome to CROFirst’s Weekly Roundup — your essential digest of the latest in strategic revenue management, investment strategy, customer success, and performance analytics. This...
News
Intuit Inc. Launches All-in-One Agentic AI Platform to Deliver Year-Round Money Outcomes for Consumers
In a strategic leap that redefines how personal finance is managed, Intuit has launched a new, comprehensive consumer platform powered by agentic AI, marking...