Strategic Revenue Management
Investment and Budget Allocation
CAZ Investments Partners With SoFi to Expand Private Market Investing
Alternative investment firm CAZ Investments unveiled a groundbreaking agreement with digital financial platform SoFi Technologies to widen private market strategy offerings to individual investors....
News
PrintMail Solutions Joins Jack Henry Fintech Integration Network to Streamline Document Processing for Financial Institutions
PrintMail Solutions has joined the Jack Henry Fintech Integration Network (FIN), strengthening its integration with Jack Henry’s core banking platforms and giving banks and...
News
Nuvei and BlackLine Team Up to Modernize Invoice-to-Cash Operations Through Embedded Payments
World payment technology leader Nuvei and financial operations platform BlackLine have decided to go together and bring payment acceptance functionalities right through BlackLine's invoice-to-cash...
News
Delfi Appoints Glen Fossella Chief Revenue Officer
Delfi, an AI-native financial technology company for balance-sheet intelligence and capital market execution, announced that industry veteran Glen Fossella has joined the company as...
Customer Success
CROFirst Weekly Roundup: IBM, Accenture , UniCredit, OpenAI, Clearlake, Arkatechture, Alkami Technology, Celestica, ZoomInfo & 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...
Investment and Budget Allocation
Strategic Scale: How Carlyle’s $600 Million Partnership With Prime Capital Financial Redefines Investment Revenue in Wealth Management
Leading independent wealth management firm Prime Capital Financial announced a strategic partnership with global investment firm Carlyle (NASDAQ: CG). Under the agreement, Carlyle’s Global...
News
Ambition Launches Agent Skills to Automate AI-Powered Sales Coaching and Revenue Management
Ambition has introduced Agent Skills, a library of pre-built AI workflows designed to automate key sales management activities, including coaching preparation, pipeline inspections, forecast...
News
Allvue Unveils Integrated GP Accounting Solution for Private Capital Markets
Private capital technology provider Allvue Systems, LLC (“Allvue”) has announced the launch of GP Accounting, an integrated solution designed to manage fund and General...
