Customer Success
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),...
Customer Success
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...
Customer Success
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,...
Customer Success
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 Success
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...
Customer Success
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...
Customer Success
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...
Customer Success
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...
