Technology and Innovation
News
Orion Unveils AI Assistants, Summit Experience, and Strategic Insights to Redefine Wealthtech
Orion introduced three major innovations at the Future Proof Festival, underscoring its ambition to reimagine wealthtech for advisors and enterprise firms. The launches include...
News
Rainforest Raises $29M Series B to Scale Seamless Embedded Payments for Vertical SaaS Platforms
Rainforest, an embedded payment provider purpose-built for software platforms, announced it has raised an oversubscribed $29 million Series B funding round led by Matrix...
Customer Success
Leading AI Innovator Smarsh Leverages Salesforce’s Agentforce, Deploys AI Customer Service Agents for Financial Services Support
Smarsh, the global leader in communications data and intelligence, announced the deployment of Salesforce’s Agentforce to power AI-driven customer service agents across its support...
Customer Success
CROFirst’s Weekly Roundup: RevUp, Embark, Payroc, Dynasty, Green Cabbage, IG Wealth & More
Welcome to CROFirst’s Weekly Roundup—your go-to digest on the latest in revenue optimization, investment strategy, sales alignment, customer success, and analytics. This week highlights...
News
Cority Appoints Emily Crawford as Chief Revenue Officer
Cority, the sustainable performance software company, has named Emily Crawford as Chief Revenue Officer (CRO) to lead global sales, partnerships, and solutions at a...
News
Dynasty Financial Partners Launches Dynasty Labs to Shape the Future of WealthTech
Dynasty Financial Partners, a champion of the independent wealth management movement, announced the launch of Dynasty Labs, a dedicated innovation arm that applies artificial...
News
Grant Thornton Advisors investing $1 billion to arm the multinational workforce across its platform with powerful AI tools and technology
Grant Thornton Advisors LLC is investing $1 billion over three years to provide powerful AI tools and technology to the entire workforce at its multinational...
Customer Success
Almoh Media Names Bee Swope Vice President of Customer Success
Almoh Media, a B2B marketing company specializing in demand generation and account-based strategies, has appointed Bee Swope as Vice President of Customer Success, underscoring...