Strategic Revenue Management
Customer Success
CROFirst’s Weekly Roundup: Maxio, CAIA–Franklin Templeton, Stagwell, Bookkeeper360, Anaplan & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest advancements in revenue intelligence, strategic finance modernization, adaptive AI for sales, customer...
News
Maxio Unveils Maxio MCP to Accelerate AI-Powered Finance and Revenue Intelligence
Maxio, a premier platform for automating invoices and optimizing revenue for B2B SaaS and AI-driven businesses, introduced Maxio MCP – an ‘AI governance layer’...
Quick Byte
Faye and Spiky.ai Bring Real-Time Revenue Intelligence to SugarCRM with New Meeting Integration
Faye has launched a new integration that connects Spiky.ai’s real-time meeting insights with SugarCRM. Now, Zoom, Microsoft Teams, Google Meet, and other calls can...
News
Impartner Introduces Aimi, an AI Engine Built to Transform Partner Revenue Operations
Impartner has launched Aimi (Artificial Impartner Intelligence), a new enterprise-grade AI engine embedded directly into its partner management and marketing automation platform. Designed to...
News
AWS Unveils Major Upgrades to Cloud Financial Management at re:Invent 2025
Amazon Web Services (AWS) has rolled out updates to its cloud cost and financial management tools. These updates fall under AWS Cloud Financial Management...
Investment and Budget Allocation
Mercer Advisors Expands Pacific Northwest Presence with Thompson Advisory Acquisition
Mercer Advisors has expanded in the Pacific Northwest by acquiring Thompson Advisory Services, based in Portland. This Registered Investment Adviser manages around $260 million...
Quick Byte
Opine Secures $5M to Accelerate AI Workspace for Complex B2B Sales
Opine has raised $5 million, with $3 million led by S3 Ventures. This funding will help develop its AI-native workspace for B2B sales. The...
News
Stagwell Unveils NewVoices.ai, Redefining Enterprise Sales and Retention with Adaptive AI
Stagwell has launched NewVoices.ai, a cutting-edge AI platform. It changes how businesses handle sales, customer support, and retention worldwide. Announced in New York, this...