Customer Success
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, Vidyard, Advisor360°, Gainsight, Adyen, and InvestSuite & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor workflows, customer success intelligence, financial operations, and performance analytics. This week’s...
Customer Success
Gainsight Unveils MCP to Boost Customer Success and Revenue
Customer success technology leader Gainsight has announced a major platform expansion with support for the Model Context Protocol (MCP), marking a significant step toward...
Customer Success
Zocks MCP Connects Client Intelligence to AI Tools for Smarter Financial Advisory Workflows
Zocks, a privacy-first AI assistant designed specifically for the financial services industry, has revealed its Zocks MCP, a new feature that connects the comprehensive...
Customer Success
CROFirst Weekly Roundup: Ripple, Blue Vault, commercetools, eMoney Advisor, and WellStack &More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, digital asset management, B2B commerce, client engagement,...
Customer Success
eMoney Advisor Revamps Client Portal to Supercharge Engagement and Revenue
eMoney Advisor rolled out fresh branding for its Premium Client Portal. Clients now see interfaces that mirror advisors' firm styles, colors, fonts, layouts, tailored...
Customer Success
BlueConic and Databricks Partner to Drive Real-Time Revenue from First-Party Data
BlueConic, a Customer Growth Engine enabling companies to make real-time business decisions based on their own data, recently declared their intention to offer their...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, 1mind, WisdomTree, Halo, Fractal, Coastal Pay, ChurnZero & Alteryx
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor portfolio solutions, intelligent sales automation, embedded...
Customer Success
ChurnZero Enhances Customer Success Platform with Knowledge-Powered AI Agents
ChurnZero, a platform focused on helping companies strengthen their customer success operations, has enhanced its embedded AI agents with new connected knowledge source integrations....
Customer Success
CROFirst’s Weekly Roundup: RightRev, Syntax Data, Apollo.io, Affinitiv, Confluent & More
Welcome to CROFirst’s Weekly Roundup, your essential briefing on the latest innovations shaping revenue accounting automation, AI-driven portfolio development, agentic GTM workflows, executive revenue leadership,...
Customer Success
CROFirst’s Weekly Roundup: Array, Alloy,Black Dragon Capital, Cornerstone League, Zonda, Docupace, and more
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping revenue intelligence, AI-driven growth acceleration, embedded monetization models, risk analytics,...
Customer Success
CROFirst’s Weekly Roundup: People.ai, CenterBook, Arcana Analytics, TreviPay, PDCflow, Knownwell & Amplitude
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping revenue intelligence, AI-driven growth acceleration, embedded monetization models, risk analytics,...
