Technology and Innovation
Investment and Budget Allocation
CROFirst Weekly Roundup: Osaic, Envestnet, Mercury, Banzai, Treasury Prime, and Acuity Analytics Drive AI-Powered Financial Innovation
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, and agentic AI adoption. This...
Customer Success
Client Onboarding in 2026: How to Create a Seamless Experience That Accelerates Retention and Revenue
Most companies still think client onboarding starts after the contract gets signed.
Wrong starting point.
Client onboarding actually starts the moment a buyer asks themselves a...
News
Treasury Prime Introduces Nationwide Cash Deposit Solution for Fintechs
Treasury Prime has released Prime Cash, a new product that is built on the Green Dot Network and allows fintech firms to grant their...
News
Kepler Enhances Financial Research With Claude-Powered AI
Kepler, a verifiable AI platform for financial research, has expanded on the system architecture highlighted in Anthropic’s recent customer profile, detailing how it combines...
News
Keepit Appoints James Dwyer as Chief Revenue Officer
Keepit, the world’s only vendor-independent cloud-native SaaS data protection platform, announced the appointment of James Dwyer as Chief Revenue Officer (CRO). In this role,...
News
T5 Services Appoints Mason Thornburg as Chief Financial Officer
T5 Services, a mission-critical services firm dedicated exclusively to the data center industry, providing construction and operations solutions for the world's most sophisticated digital...
News
ORO Labs Appoints Nathan Rader as Chief Revenue Officer
ORO Labs, the leading procurement orchestration platform for global enterprises, named Nathan Rader as Chief Revenue Officer. The appointment follows the company's recent $100...
News
Versaterm Appoints Michael Pelfrey as Chief Revenue Officer
Versaterm, a leading provider of public safety technology solutions, names Michael Pelfrey as Chief Revenue Officer. In this role, Pelfrey will lead Versaterm's global sales organization...
News
Equus Compute Solutions Names Jason Myers Chief Revenue Officer
Equus Compute Solutions, the 100% employee-owned custom compute company, announced the appointment of Jason Myers as Chief Revenue Officer, with responsibility for all sales,...
Customer Success
CROFirst Weekly Roundup: Intuit, Coatue, CAIS, ChurnZero, CaptivateIQ, and Coupa Drive AI-Powered Revenue and Customer Growth
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment intelligence, customer success automation, sales planning,...
News
Supermicro Appoints Matthew Thauberger as Chief Revenue Officer
Super Micro Computer, an AI, Enterprise, Storage, 5G/Edge Total Solution Provider with optimized Data Center Building Block Solutions ® (DCBBS), announced the appointment of...
