Thursday, November 20, 2025

Customer Success

Lumio and Revio Insight Partner to Detect Relationship Erosion and Retain Business

Revio Insight, the Relationship and Growth Intelligence Platform that reveals where customers and members are also banking, borrowing, and investing, and Lumio Solutions (Lumio), the Holistic Risk and Business...

Addepar appoints Peter O’Brien as Chief Revenue Officer and Janeen France as the company’s first Chief Client Officer

Addepar, the global technology and data platform for investment professionals, announced the appointment of two long-serving internal leaders. Peter O'Brien has been appointed Chief...

OpenAI and Capco Partner to Accelerate AI Adoption in Financial Services and Energy

Capco, a Wipro company and global technology consultancy, has joined OpenAI’s Beta Services Partner Program, securing early access to cutting-edge AI technologies, technical support,...

CROFirst’s Weekly Roundup: Metronome, Syntax Data, Rallyware, Ant International, Solutions by Text, Trulioo & More!

Welcome to CROFirst’s Weekly Roundup — your essential source for the latest advancements in revenue optimization, investment strategy, customer engagement, and analytics-driven decision-making. This...

Customer Lifetime Value (CLV): The Key Metric Driving Sustainable Business Growth in 2026

Customer acquisition costs are rising fast. Digital markets in 2026 are crowded, and grabbing new customers is getting more expensive every day. Businesses spend more...

Solutions by Text Becomes First to Deliver Live RCS Messaging for Financial Services

Solutions by Text (SBT) has launched its first live customer using Rich Communication Services (RCS) messaging. This marks a key milestone as the first...

Planhat named a Leader in 2025 Gartner’s Magic Quadrant for Customer Success Management Platforms

Customer platform Planhat announced it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Customer Success Management Platforms. This marks the second...

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...

Churn Prediction in 2026: How AI and Analytics Help Businesses Retain Customers

Business growth today feels like a race with no finish line. After 2025, acquiring new customers has become tougher, costlier, and far less predictable....

Reevo Launches with $80 Million Funding to Redefine Go-to-Market Operations with AI-Native Platform

Reevo is an AI-native go-to-market platform that formally launched, tying together marketing, sales, and customer success under one roof. The new company raised $80...

Esker and Numen Partner to Accelerate SAP Transformation for Enterprises Across the Americas

Esker, a global leader in AI automation for CFOs, has partnered with Numen. Numen specializes in SAP digital transformation. This alliance will help businesses...